Financial System Operation Associate
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Job Summary
Join the dynamic Firmwide Forecast & Analysis team at JP Morgan as a Financial System Operations Associate! In this pivotal role, you'll be instrumental in delivering insightful data and reports that inform the strategic decisions of our P&A, CFO, Board, and Regulators.
A s a Financial System Operations Associate in the Firmwide Forecast & Analysis team at JP Morgan, you will be instrumental in delivering insightful data and reports that inform the strategic decisions of our P&A, CFO, Board, and Regulators. Your expertise in financial systems and data analytics will empower you to streamline processes, enhance data integrity, and support accurate financial calculations and reporting. You will be a key player in promoting firm-wide financial performance and projections to new heights.
Job responsibilities:
- Leverage various technologies and data analytics skills to streamline financial data collection and aggregation processes.
- Build and execute financial calculations, including consolidated P&L, balance sheet, and capital forecasts for the Firm and its major Legal Entities.
- Support controls surrounding the data and systems used to inform the Firm's financial performance and projections (budget, outlook, etc.).
- Collaborate with technology teams to modernize supporting infrastructure and deliver flexible self-service tools to end-users.
- Analyze, evaluate, and challenge current and future state business processes and application architecture to identify opportunities for improvement and automation in forecast consolidation processes.
Required qualifications, capabilities, and skills:
- Bachelor's degree in Accounting, Finance, or a technical subject.
- 2+ years of experience in technology, product ownership, and/or finance.
- Proven leadership skills, with experience driving cross-functional and global teams to deliver on large financial data initiatives.
- Proficiency in data gathering, modeling, manipulation, analytics, and problem-solving, with the ability to present conclusions concisely.
- Familiarity with financial concepts and calculations used to deliver accurate financial results and business insights.
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
- Highly motivated self-starter with excellent time management and prioritization skills.
- Strong proficiency in Microsoft Office (Excel, Word, PowerPoint).
Preferred qualifications, capabilities, and skills:
- Data analytics and modeling using Python, SQL, and/or R.
- Experience with BI tools such as Tableau, Thought Spot, and Alteryx.
- Familiarity with Agile principles and tools such as Confluence/JIRA.
- Experience with forecast aggregation tools such as Anaplan and Essbase.
Company Overview:
JP Morgan is a leading financial services firm committed to delivering exceptional service and innovative solutions. We offer a dynamic work environment and opportunities for professional growth.
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