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JPMorganChase · 1 day ago

Treasury Financial Planning & Analysis, Senior Associate

Brooklyn, NY

Full-time

Onsite

Mid Level

$100K/yr - $140K/yr

4+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions. The Treasury Financial Planning & Analysis Senior Associate will contribute to various Planning & Analysis activities and partner with key stakeholders to optimize resources within the Corporate and Investment Banking Treasury.

Asset ManagementBankingFinancial Services

Growth Opportunities

No H1B

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

Qualification

Financial planningAnalysisTreasury knowledgeAccounting principlesAnalytical skillsExcel proficiencyAlteryxTableauAI toolsRelationship managementCommunication skillsProblem-solving skillsLeadership skillsAttention to detail

Required

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

Benefits

Comprehensive health care coverage

On-site health and wellness centers

A retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Company

JPMorganChase

Glassdoor4.0

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

Founded in 2000

New York, New York, USA

10001+ employees