JPMorganChase
Asset Management - Expense Planning and Analysis - Associate
JPMorganChase, Plano, Texas, us, 75086
Overview
The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting, budgeting, and analysis. This position supports strategic decision-making through detailed expense insights, ensuring effective cost control and alignment with business goals. Responsibilities
Handle expense and headcount budgeting, reporting, forecasting and analysis. Perform reporting, analytics and strategy including location strategy, span of control, reporting and analytics. Create financial business cases supporting business initiatives. Develop and track performance metrics, create presentations, and provide financial analysis on expense-related topics to senior management. Oversee the month-end process, the forecast for the remainder of the year, and the budget for future years. Perform variance analysis to identify key drivers of results and present commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets. Design new reports and dashboards to efficiently deliver financial results to senior management. Enhance controls and streamline processes, introducing automation where possible. Required Qualifications, Capabilities, And Skills
Bachelor’s degree in Accounting, Finance or a related technical field. 4+ years of work experience. Advanced skills in Excel, PowerPoint and Anaplan. Inquisitive, enthusiastic and diligent, capable of challenging peers. Strong verbal and written communication skills with the ability to articulate complex issues clearly. Highly motivated and able to thrive under pressure and tight deadlines. Integrity in handling highly sensitive and confidential information. Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams. Self-starter with excellent time management and prioritization skills. Strong analytical and problem-solving skills with the ability to analyze large data sets and present concise conclusions. Preferred Qualifications, Capabilities, And Skills
Preferred experience in Financial Services, and/or accounting/controller background. About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting, budgeting, and analysis. This position supports strategic decision-making through detailed expense insights, ensuring effective cost control and alignment with business goals. Responsibilities
Handle expense and headcount budgeting, reporting, forecasting and analysis. Perform reporting, analytics and strategy including location strategy, span of control, reporting and analytics. Create financial business cases supporting business initiatives. Develop and track performance metrics, create presentations, and provide financial analysis on expense-related topics to senior management. Oversee the month-end process, the forecast for the remainder of the year, and the budget for future years. Perform variance analysis to identify key drivers of results and present commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets. Design new reports and dashboards to efficiently deliver financial results to senior management. Enhance controls and streamline processes, introducing automation where possible. Required Qualifications, Capabilities, And Skills
Bachelor’s degree in Accounting, Finance or a related technical field. 4+ years of work experience. Advanced skills in Excel, PowerPoint and Anaplan. Inquisitive, enthusiastic and diligent, capable of challenging peers. Strong verbal and written communication skills with the ability to articulate complex issues clearly. Highly motivated and able to thrive under pressure and tight deadlines. Integrity in handling highly sensitive and confidential information. Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams. Self-starter with excellent time management and prioritization skills. Strong analytical and problem-solving skills with the ability to analyze large data sets and present concise conclusions. Preferred Qualifications, Capabilities, And Skills
Preferred experience in Financial Services, and/or accounting/controller background. About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of protected attributes. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
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