JPMorgan Chase & Co.
Treasury Financial Planning & Analysis, Senior Associate
JPMorgan Chase & Co., New York, New York, us, 10261
Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.
As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.
Job responsibilities
Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
Provide ongoing updates to CIB Treasurer
Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
Provide ad-hoc analysis supporting key deliverables such as earnings etc.
Contribute to control and efficiency initiatives, improving control documentation and process efficiency
Required qualifications, capabilities and skills
4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
Strong understanding of accounting principles, balance sheet and CIB product
Proven record in high complexity/intensity environment
Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
Meticulous attention to detail
Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
Strong relationship management skills
Proficiency in Excel
Experience with Alteryx, Tableau, and AI tools
This position is not eligible for sponsorships. #J-18808-Ljbffr
As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.
Job responsibilities
Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
Provide ongoing updates to CIB Treasurer
Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
Provide ad-hoc analysis supporting key deliverables such as earnings etc.
Contribute to control and efficiency initiatives, improving control documentation and process efficiency
Required qualifications, capabilities and skills
4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
Strong understanding of accounting principles, balance sheet and CIB product
Proven record in high complexity/intensity environment
Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
Meticulous attention to detail
Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
Strong relationship management skills
Proficiency in Excel
Experience with Alteryx, Tableau, and AI tools
This position is not eligible for sponsorships. #J-18808-Ljbffr