Job Opportunity for CA/MBA at J.P. Morgan

Overview:

J.P. Morgan is seeking for an experienced member of The Global Private Bank Planning & Analysis team at their Mumbai location. The person will develop a solid understanding of products across GPB and be able to articulate trends and business drivers for management decision support.

Roles and responsibilities:

The ideal candidate should be able to:

• Responsible for weekly reporting for GPB business which include key business metrics. This includes Revenues, Balances, Client, Headcount and expenses
• Calculation and consolidation of the month-end results and the forecast for the remainder of the year
• Participate in the global annual planning process for revenues, flows and balances which involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations
• Prepare ad-hoc analyses for management meetings and strategic reviews (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
• Assist MIS Controller in managing metrics reporting for GPB advisors and any additional MIS projects that impact reporting
• Enhance controls and streamline processes, introducing automation where possible.
• Work with various Essbase and database interfaces to manage reporting changes.
• Contribute ideas around improving reporting capabilities and new projects

The ideal candidate should also have:

• Advanced skills in Excel and PowerPoint, preferably with experience of Hyperion Essbase and Access.
• Experience in creating Tableau dashboards and Alteryx a plus
• Strong quantitative, analytical, and problem solving skills
• Positive attitude and demonstrate intellectual curiosity
• Excellent organizational, management, both verbal & written communication skills with the ability to articulate complex issues clearly.
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a large group setting with multiple
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• Highly motivated and able to thrive and think clearly 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.
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management

Eligibility:

• Minimum of CA or an MBA in Finance is required
• 5+ years of Finance experience, preferably in Financial Services, and/or accounting/controller background.

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