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Financial Analysis- Analyst

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Accounting & Tax
    Banking & Finance
  • Bangalore

AI generated summary

  • You need a BA/BS in Finance/Economics/Accounting, strong analytical skills, Excel expertise, and be detail-oriented. Team player with good communication skills; CFA/CPA/MBA is a plus.
  • You will analyze financial data, create reports, conduct deep dives on issues, support budgeting and forecasting, and collaborate with stakeholders to deliver impactful insights.

Requirements

  • Self-starter who is able to work in a fast paced, results driven environment
  • BA/BS in Finance, Economics, Accounting
  • Excellent organizational, management, and both verbal and written communication skills
  • Strong quantitative, analytical, and problem solving skills
  • Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
  • Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
  • Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
  • Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
  • Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
  • CFA, CPA, MBA a plus

Responsibilities

  • Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses.
  • Produce presentations, analyses, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
  • Develop, consolidate, and present insightful and robust qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
  • Create, maintain, and review financial models and analyses, both recurring and ad-hoc.
  • Conduct "deep dive" analyses on key issues impacting clients to determine root causes and propose solutions.
  • Collaborate with business partners across P&A, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
  • Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.

FAQs

What is the primary responsibility of a Financial Analyst in this role?

The primary responsibility is to lead and coordinate the budgeting and forecasting process, including short- and long-term projections of earnings and capital under varying economic scenarios.

What qualifications are required for this Financial Analyst position?

A BA/BS in Finance, Economics, or Accounting is required, along with excellent organizational, management, and communication skills.

Are there any preferred qualifications for this position?

Yes, preferred qualifications include certifications such as CFA or CPA, and an MBA.

What technical skills are needed for this role?

Strong technical skills are required, including proficiency in Excel, PowerPoint, Essbase, Visual Basic, and macros.

What type of work environment should candidates expect?

Candidates should expect a fast-paced, results-driven environment where they will need to manage multiple projects and initiatives simultaneously.

How important is teamwork in this role?

Teamwork is very important; the role requires building strong partnerships with colleagues and collaborating with various business partners across the firm.

Is experience in financial modeling considered valuable for this position?

Yes, the ability to create, maintain, and review financial models and analyses is a critical part of the role.

Will the Financial Analyst have direct interaction with senior management?

Yes, the Financial Analyst will produce presentations and analyses for key internal clients, including senior management.

Do we support diversity and inclusion in the hiring process?

Yes, we place a high value on diversity and inclusion and are an equal opportunity employer.

What type of clients does J.P. Morgan's Global Banking business serve?

J.P. Morgan's Global Banking business serves various clients including corporations, governments, municipalities, healthcare organizations, educational institutions, banks, and investors.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.