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Team DescriptionThe Forecast Consolidation team is responsible for delivering data and reporting for the purpose of Planning & Analysis, Chief Financial Officer, Board and Regulator insights into the JPMorgan Chase firm-wide financial performance and projections. The overall team is responsible for a wide-range of activities including execution of data collection, data enrichment, controls, financial calculations and reporting as well as identifying, managing, building, testing and implementing enhancement opportunities to the data, system and forecast consolidation processes.Job Responsibilities
Leveraging various technologies and data analytics skills to streamline the financial data collection and data aggregation processes
Build and execution of financial calculations such as calculating consolidated Profits and Loss, balance sheet and capital forecast for the Firm and it's major Legal Entities as well as calculating key business metrics
Supporting controls surrounding the data and systems used to inform the Firm's financial performance and projections (budget, outlook etc.)
Working with technology to modernize the supporting infrastructure and deliver flexible self-service tools to other end-users
Analyzing, evaluating and challenging both the current and future state business processes and application architecture to identify areas of opportunity for improvement / automation around the forecast consolidation processes
Required qualifications, capabilities, and skills
Bachelor's degree in Accounting, Finance or a subject of a technical nature , 7+ years of experience, preferably in technology, product ownership and/or finance
Proven leadership skills, navigating teams (including cross-functional and global) to deliver on large financial data initiatives
Proficiency with data gathering, modeling and manipulation, analytics and problem solving skills with the ability present conclusions concisely
Familiar with financial concepts and various financial calculations leveraged to deliver complete / accurate financial results and business insights
Strong verbal and written communication skills, with the ability to articulate complex issues clearly , Highly motivated with a proven track record for executing on large to small programs, often under pressure given short lead times or with little information / direction
Inquisitive, enthusiastic and diligent team player with the ability to challenge, while at the same time remaining a respected as a trusted partner for the Planning and Analysis and Technology teams
Highly motivated self-starter with excellent time management/prioritization skills , Strong in Microsoft Office (Excel, Word, PowerPoint)
Preferred qualifications, capabilities, and skills
Data analytics and data modeling using Python, SQL and / or R
BI tools such as Tableau, Cognos and Alteryx
Agile Fundamentals and tools such as Confluence/JIRA
Experience with other forecast aggregation tools such a Anaplan and Essbase
#LI-HybridJPMorgan Chase & Co., 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 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 at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.Equal Opportunity Employer/Disability/Veterans
Full-time