Planning & Analysis

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Planning & Analysis Associate within the CAMP PXT Finance team, you will focus on partnering and supporting the team, playing a critical role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. You will support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount metrics. You will also create, analyze, and distribute T&E and other direct expense reports, providing insights to product F&BMs and CAMP leadership. Additionally, you will manage headcount reporting and planning, assist with workforce position tracking, and provide ad-hoc financial analysis to senior management.

Job Responsibilities

• Support all financial processes and reporting, including month-end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views, and variance analysis for the full CAMP PXT.

• Create, analyze, and distribute T&E and Other Direct Expense reports; support CAMP with monthly reporting, incorporating ad-hoc views, and provide insights to product F&BMs and CAMP leadership. Partner with CAMP Product Portfolio Operations (PPO) team to manage and allocate the total CAMP budget across its four products.

• Prepare headcount walk forwards, inclusive of in-seats, open requisitions, known leavers/estimated attrition, compared to approved forecast. Include product-level and US/India splits to assist in managing expense impacts and assessing risks and opportunities to the latest budget or forecast. Perform follow-up to confirm agreed-upon actions are completed (contractor reductions, old positions closed, joiners were on hired reports, checking forecast net growth vs actuals).

• Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for CAMP business across PXT, and manage the cost center hierarchy and changes requested to the same.

• Assist CAMP F&BM and PPO team with workforce position and requisition tracking and weekly approvals.

• Involve in the evolution of supporting Product and Tech, to include Design and D&A (Analytics and Data Owners) to provide a full PXT quad view of capacity/resource for the CAMP leadership team.

• Take on responsibility for bi-weekly/monthly headcount reporting from CAMP PPO team (SLT off-sites, Product Cabinets and Portfolio Reviews, EMR updates), inclusive of named joiners and known leavers.

• Gain overall knowledge and understanding of the CAMP portfolio and its value to CCB and JPMC.

• Expand responsibilities to include allocation reporting/oversight/analysis, assistance with vendor spends and accruals in line with forecast and recent spend approvals, as well as reporting on the status of business cases.

• Identify and leverage best practices from other PXT F&BM groups.

• Provide ad-hoc financial analysis to senior management on a frequent basis.

• Identify opportunities and recommend improvements for increased process and reporting efficiencies.

• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.

• Adhere to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills

• Bachelor s degree required - degree in Finance, Accounting or Economics preferred 8+ years of experience
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities
• Timing - 200pm to 1100pm (may change for budget periods, adhocs and projects)

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Knowledge of Tableau and Alteryx will be an added advantage
• Experience with visualization and reporting tools such as Tableau preferred

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As a Planning & Analysis Associate within the CAMP PXT Finance team, you will focus on partnering and supporting the team, playing a critical role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. You will support all financial processes and reporting, including month-end, actuals, budget, and forecast of various financial and headcount metrics. You will also create, analyze, and distribute T&E and other direct expense reports, providing insights to product F&BMs and CAMP leadership. Additionally, you will manage headcount reporting and planning, assist with workforce position tracking, and provide ad-hoc financial analysis to senior management.

Job Responsibilities

• Support all financial processes and reporting, including month-end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views, and variance analysis for the full CAMP PXT.

• Create, analyze, and distribute T&E and Other Direct Expense reports; support CAMP with monthly reporting, incorporating ad-hoc views, and provide insights to product F&BMs and CAMP leadership. Partner with CAMP Product Portfolio Operations (PPO) team to manage and allocate the total CAMP budget across its four products.

• Prepare headcount walk forwards, inclusive of in-seats, open requisitions, known leavers/estimated attrition, compared to approved forecast. Include product-level and US/India splits to assist in managing expense impacts and assessing risks and opportunities to the latest budget or forecast. Perform follow-up to confirm agreed-upon actions are completed (contractor reductions, old positions closed, joiners were on hired reports, checking forecast net growth vs actuals).

• Provide headcount reporting and planning with requisitions management, vendor management for the respective business managers for CAMP business across PXT, and manage the cost center hierarchy and changes requested to the same.

• Assist CAMP F&BM and PPO team with workforce position and requisition tracking and weekly approvals.

• Involve in the evolution of supporting Product and Tech, to include Design and D&A (Analytics and Data Owners) to provide a full PXT quad view of capacity/resource for the CAMP leadership team.

• Take on responsibility for bi-weekly/monthly headcount reporting from CAMP PPO team (SLT off-sites, Product Cabinets and Portfolio Reviews, EMR updates), inclusive of named joiners and known leavers.

• Gain overall knowledge and understanding of the CAMP portfolio and its value to CCB and JPMC.

• Expand responsibilities to include allocation reporting/oversight/analysis, assistance with vendor spends and accruals in line with forecast and recent spend approvals, as well as reporting on the status of business cases.

• Identify and leverage best practices from other PXT F&BM groups.

• Provide ad-hoc financial analysis to senior management on a frequent basis.

• Identify opportunities and recommend improvements for increased process and reporting efficiencies.

• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations.

• Adhere to internal compliance policies and other business reporting requirements.

Required qualifications, capabilities, and skills

• Bachelor s degree required - degree in Finance, Accounting or Economics preferred 8+ years of experience
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities
• Timing - 200pm to 1100pm (may change for budget periods, adhocs and projects)

Preferred qualifications, capabilities, and skills

• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Knowledge of Tableau and Alteryx will be an added advantage
• Experience with visualization and reporting tools such as Tableau preferred