Finance & Business Management - Associate

Join the CB Finance team, in partnership with business managers, strategy, and other finance teams, and lead the business and financial analytics for CB and each of its segments and industries. Be part of a team that provides analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Earnings, Investor Day, and industry conferences

 

As a Finance and Business Management Associate on the CB Finance team, you will be responsible for running business and financial analytics and reporting to senior members of the CB sub line of business. You will be expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions. Additionally, you will support senior leadership through reporting and creation of insightful presentations as well as partnering on budgeting and forecasting. You will also take part in building, maintaining, and reviewing recurring and ad hoc financial models and analyses, as well as conducting deep-dive analyses on key client issues to identify root causes and develop actionable solutions

 

Job responsibilities:

• Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on business trends, financial performance, market strategy, competitive landscape and industry trends
• Assist with senior business leader presentations including Executive Management Reports, Quarterly Business Reviews, Investor Day, Town Halls, and CFO offsites
• Support the quarterly earnings processes
• Partner on budgeting and monthly forecasting, analyzing and clearly articulating revenue, expense and balance sheet variances vs actuals
• Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management 
• Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
• Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the “so what, now what?” dialogue
• The Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support

 

Required Qualifications, skills, and capabilities:

• BA/BS in Finance, Economics, Accounting and corporate finance 
• 2+ years of related experience
• Experience in corporate financial analytics / understanding of key financial statement drivers
• Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
• Excellent oral & written communication and relationship management skills
• Strong technical and analytical skills, including Excel, PowerPoint; Prior Paragon experience preferred
• Prior experience with automation tools a plus (Python, Sigma, Co-pilot)

 

Preferred Qualifications, skills, and capabilities:

• Prior Paragon experience 
• Prior experience with automation tools (Python, Sigma, Co-pilot)

 

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