Financial Analysis

60290 Chicago, Illinois Bmo

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Job Description

Job Opportunity

Application Deadline: June 26, 2025

Address: 320 S Canal Street

Job Family Group: Commercial Sales & Service

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital.

Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.

Responsibilities:

  • Acts timely, efficiently and independently, taking ownership of client satisfaction.
  • May include focused calling and pipeline management activities.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Conducts thorough analysis of client capital and credit risk.
  • Provides accurate financial analysis and risk assessment of new and existing customers.
  • Partners with internal stakeholders for accurate, detailed client information.
  • Develops credit information to make lending decisions on new, renewal and extension loans.
  • Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
  • Prepares summary, present facts and offer opinions concerning credit worthiness.
  • Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
  • Provides input into the planning and implementation of operational programs.
  • Builds effective relationships with internal/external stakeholders.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 3 5 years of relevant experience, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • In depth specific functional knowledge and broad business knowledge.
  • Strong analytical skills.
  • Exceptional skills in quantitative analytics and credit analysis skills.
  • Highly developed written and oral communication skills.
  • Strong proficiency in Microsoft Office products and the Internet.
  • Strong interpersonal skills.
  • Ability to work under limited supervision.
  • Basic understanding of risk management concepts
  • Ability to learn and adapt quickly.
  • Excellent capability to independently and proactively service multiple clients.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.

Salary: $52,800.00 - $98,400.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.

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Financial Analysis

60684 Chicago, Illinois BMO Financial Group

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

BMO Sponsor Finance originates, structures, underwrites and manages middle-market private equity sponsor transactions including leveraged buyouts, dividend recapitalizations, add-on acquisitions and growth capital.
Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with Bank Policies & Procedures.
+ Acts timely, efficiently and independently, taking ownership of client satisfaction.
+ May include focused calling and pipeline management activities.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Conducts thorough analysis of client capital and credit risk.
+ Provides accurate financial analysis and risk assessment of new and existing customers.
+ Partners with internal stakeholders for accurate, detailed client information.
+ Develops credit information to make lending decisions on new, renewal and extension loans.
+ Assists in negotiations of terms and conditions of all decisions made via phone and e-mail interaction with clients.
+ Prepares summary, present facts and offer opinions concerning credit worthiness.
+ Minimizes BMO's risk exposure by adhering to internal credit policies and procedures with respect to lending decisions.
+ Provides input into the planning and implementation of operational programs.
+ Builds effective relationships with internal/external stakeholders.
+ Focus may be on a business/group.
+ Thinks creatively and proposes new solutions.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works mostly independently.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 3 - 5 years of relevant experience, including, but not limited to, private credit, banking, public accounting, investment banking and valuations, and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ In depth specific functional knowledge and broad business knowledge.
+ Strong analytical skills.
+ Exceptional skills in quantitative analytics and credit analysis skills.
+ Highly developed written and oral communication skills.
+ Strong proficiency in Microsoft Office products and the Internet.
+ Strong interpersonal skills.
+ Ability to work under limited supervision.
+ Basic understanding of risk management concepts
+ Ability to learn and adapt quickly.
+ Excellent capability to independently and proactively service multiple clients.
+ Specialized knowledge from education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
**Salary:**
$54,000.00 - $99,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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Manager-Financial Analysis

60290 Chicago, Illinois S&C Electric

Posted today

Job Viewed

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Job Description

As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively.

Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner!

Hours

* 8:00 am - 5:00 pm (Mon-Fri) On-site

Compensation

At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960-$165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria.

The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support.

Essential Functions:

  • Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof
  • Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners
  • Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes
  • Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities
  • Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes
  • Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making
  • Work with leadership to develop, improve, and maintain financial reporting across the organization
  • Coordinate the preparation and presentation of quarterly business reviews
  • Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc.
  • Analyze costs of projects and products to identify trends and recommend profitability improvements
  • Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position
  • Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities
  • Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams
  • Support monthly account reconciliations and annual financial audit
  • Manage and support Oracle Projects and assist with system updates and upgrades

Additional Functions:

  • Maintain regular and punctual attendance.
  • Attend in-person or virtual meetings as requested or required.
  • Communicate effectively and respectfully with others.
  • Other responsibilities as assigned

Required

  • Bachelor's degree in accounting or finance
  • Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment
  • Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.)
  • Expertise in business planning processes, budgets, forecasts, bridges, etc.
  • Tech savvy individual with advanced excel, presentation and computer skills
  • Good understanding of ERP systems in a manufacturing environment.
  • Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
  • Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture".
  • Executive presence combined with excellent written and verbal communication skills.
  • Strong understanding of finance & accounting concepts, with general understanding of GAAP.
  • Passion for leading positive change throughout the organization.
  • Experience managing a small team.

Preferred

  • CPA or MBA preferred
  • Oracle ERP Proficiency with Oracle ERP, Oracle EPM Cloud, and other accounting software used by the organization
  • Experience with a mix of financial and cost accounting, FP&A, and business systems analysis experience supporting financial environments and a good understanding of ERP systems in a manufacturing environment.
  • Experienced with using Power BI

S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at

No fixed deadline

#LI-BB1

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Manager-Financial Analysis

60290 Chicago, Illinois DaVita

Posted 25 days ago

Job Viewed

Tap Again To Close

Job Description

As an S&C Electric team member, you'll work on projects that have real-world impact. You'll help transform the grid for resilient and reliable power worldwide. S&C has more than a 100-year history of innovation and has been 100% employee-owned since 2012. We continue this legacy as a trusted, forward-thinking leader in the electrical industry. You will advance a safer, more reliable, and more resilient electrical grid. Our products help the grid adapt to severe weather and transition to clean energy. We're big enough to be a respected industry leader but small enough for you to impact our company directly. Our commitment gives you opportunities to impact on and off the job positively. Join S&C to make an impact on tomorrow's energy challenges and become an employee-owner! Hours 8:00 am - 5:00 pm (Mon-Fri) On-Site Compensation At S&C, we are dedicated to providing competitive and equitable compensation for all our team members, and we are committed to transparency in our pay practices. The estimated annual base salary range for this position in the United States is $124,960 - $165,572. Individual pay within this salary range is determined by several compensable factors, including performance, knowledge, job-related skills and experience, and relevant education or training. This role is also eligible for S&C's annual incentive plan (AIP), subject to eligibility criteria. Join Our Team as a Manager-Financial Analysis! The Manager, Financial Analysis, is a key player within the business controlling team and is responsible for leading lateral automation and commercial activities including planning, reporting, and analysis of S&C's regional & consolidated results. The position will also oversee components of S&C's financial planning & consolidation system and will work closely with the senior leadership team, and business unit leaders providing financial and strategic support. Key Responsibilities: Manage the corporate budget, forecast, and reporting processes by leading the coordination, analysis, and reporting thereof Support the monthly close consolidation process by preparing variance analysis and reporting of results for our lateral automation and commercial business partners Provide oversight, technical support, and change management of existing and future EPM platforms, including data governance and assessments to improve financial system processes Interact with technical development and warehousing teams to ensure data integrity, streamline processes and support future development activities Partner with and provide financial support to senior leadership by performing value-added analyses and preparing presentations to support critical decision-making processes Develop and enhance financial models and planning processes to drive effective data analytics and provide recommendations that will enable quality performance management discussions and better decision-making Work with leadership to develop, improve, and maintain financial reporting across the organization Coordinate the preparation and presentation of quarterly business reviews Support the company's development activities by analyzing growth initiatives, including capital expenditure analysis, new product introductions, plant expansions, etc. Analyze costs of projects and products to identify trends and recommend profitability improvements Analyze the cash position of projects to ensure the projects are in a cash positive or cash neutral position Preparing and publishing monthly financial reports to the engineering and services team and providing recommendations for growth and improvement opportunities Produce and evaluate budget, forecasts, and 5-year planning for our lateral automation and commercial teams Support monthly account reconciliations and annual financial audit Manage and support Oracle Projects and assist with system updates and upgrades What you'll Need To Succeed: Bachelor's degree in accounting or finance Five to ten years of progressive work experience in FP&A and/or corporate finance, preferably in a manufacturing environment Experience with a mix of accounting, FP&A, and business systems analysis experience supporting financial environments, preferably with experience as an EPM system administrator (Hyperion, BPC, etc.) Expertise in business planning processes, budgets, forecasts, bridges, etc. Tech savvy individual with advanced excel, presentation and computer skills Good understanding of ERP systems in a manufacturing environment. Strong organizational skills, attention to detail, ability to prioritize and meet deadlines. Aptitude to analyze and interpret complex financial and statistical data but can also see the "big picture". Executive presence combined with excellent written and verbal communication skills. Strong understanding of finance & accounting concepts, with general understanding of GAAP. Passion for leading positive change throughout the organization. Experience managing a small team. S&C Electric is committed to equal-opportunity employment. All employees and applicants will be considered without regard to age, color, disability, gender, national origin, race, religion, sexual orientation, gender identity, protected veteran status, or any other classification protected by federal, state, or local law. If you are an individual with a disability and need an accommodation to complete the application, please email us at No fixed deadline #LI-BB1 #J-18808-Ljbffr

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Financial Analysis, Associate

60684 Chicago, Illinois JPMorgan Chase

Posted today

Job Viewed

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Job Description

Join the Global Banking Financial Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for GB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.
As an Associate in the Global Banking (GB) Financial Analysis team, you will be responsible for running business and financial analytics and reporting for senior members of the GB sub line of business. This role is 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.
**Job responsibilities:**
+ Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
+ Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
+ Maintain and review financial models and analyses (both recurring and ad-hoc)
+ Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
+ Facilitating the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
+ Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
+ Will 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, capabilities, and skills:**
+ At least 3 years of experience with a BA/BS in Finance, Economics, Accounting and corporate finance
+ Understands a Bank's balance sheet and P&L
+ Experience in corporate financial analytics / understanding of key 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
+ Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
+ Strong work ethic; work well in a fast-paced environment
+ Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
+ The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
+ Ability to build strong partnerships with colleagues
**Preferred qualifications, capabilities, and skills:**
+ Management Consulting, Corporate Finance and/or Accounting experience preferred
+ Prior Essbase experience preferred
**NOTE: This position is not eligible for sponsorship.**
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 details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Brooklyn,NY $99,750.00 - $40,000.00 / year; Chicago,IL 95,000.00 - 125,000.00 / year
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Financial Analysis, Associate

60601 Chicago, Illinois JPMorgan Chase Bank, N.A.

Posted 22 days ago

Job Viewed

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Job Description

Permanent
Join the Global Banking Financial Analysis team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for GB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

As an Associate in the Global Banking (GB) Financial Analysis team, you will be responsible for running business and financial analytics and reporting for senior members of the GB sub line of business. This role is 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.

Job responsibilities:

  • Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends
  • Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends
  • Maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
  • Facilitating the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
  • Will 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, capabilities, and skills:
  • At least 3 years of experience with a BA/BS in Finance, Economics, Accounting and corporate finance
  • Understands a Bank's balance sheet and P&L
  • Experience in corporate financial analytics / understanding of key 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
  • Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
  • Strong work ethic; work well in a fast-paced environment
  • Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
  • The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
  • Ability to build strong partnerships with colleagues

Preferred qualifications, capabilities, and skills:
  • Management Consulting, Corporate Finance and/or Accounting experience preferred
  • Prior Essbase experience preferred

NOTE: This position is not eligible for sponsorship.

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 details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Brooklyn,NY $99,750.00 - $40,000.00 / year; Chicago,IL 95,000.00 - 125,000.00 / year

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Financial Analysis Consultant - Remote

60290 Chicago, Illinois DaVita

Posted 16 days ago

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Job Description

At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. For more than 90 years, our innovative drive has kept us a step ahead of our customers' evolving needs, from advocating for seat belts, air bags, and graduated driving laws to leading in pricing sophistication, telematics, and device and identity protection. Job Description The Financial Consultant will analyze and communicate financial performance for key products, markets, and initiatives within the Direct Channel. This role is responsible for developing insights that inform strategy and operations, quantifying growth drivers, and building automated infrastructure to enhance data accessibility and analysis. Strong skills in data manipulation and organization are essential. Key Responsibilities Support conversations with leadership to understand business implications of current trends Develop and participate in effective presentations for small groups Provide accurate, timely reports with financial insights to improve performance Use analysis to influence and drive action within finance, leadership, and business partners by providing fact-based, holistic, and forward-looking perspectives to identify emerging issues and trends, and assist in strategy implementation Design and implement automated tools and dashboards for quick access, interpretation, and action on key performance insights Prepare and help build storylines for financial updates Isolate key drivers, quantify impacts, and forecast implications, understanding how data points fit together Education 4-year Bachelor's Degree (Preferred) Experience 2 or more years of experience (Preferred) Proficiency in Power BI and/or data manipulation and visualization Supervisory Responsibilities This job does not have supervisory duties. Education & Experience (in lieu) An equivalent combination of education and experience may be considered in lieu of the above requirements. Skills Analytical Thinking, Business Analysis, Business Data Analytics, Financial Accounting, Microsoft Power BI Compensation Salary ranges from $50,700 to $89,062.50 annually, based on experience and qualifications. The candidate(s) will be required to submit to a background check. Allstate generally does not sponsor visas. Additional Information For jobs in specific locations, refer to local ordinances and policies regarding fair chance hiring and discrimination laws. Allstate is committed to a discrimination-free workplace, prohibiting adverse actions based on various protected statuses. #J-18808-Ljbffr

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Financial Analysis Vice President

60684 Chicago, Illinois JPMorgan Chase

Posted 1 day ago

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Job Description

The Commercial & Investment Bank (CIB) Finance team, in partnership with business managers, strategy, and other finance teams, leads the business and financial analytics for CIB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.
As a Vice President in the CIB Finance team, you will be responsible for running business and financial analytics and reporting for senior members of the CIB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting profitability to determine root cause and propose solutions.
**Job responsibilities:**
+ Lead dialogue with senior business leadership as well as stakeholders across the Commercial & Investment Bank to provide information on business trends, financial performance, market strategy, competitive landscape and industry trends
+ Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
+ Create, maintain and review financial models and analyses (both recurring and ad-hoc)
+ Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
+ Facilitate the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
+ Partner with Business Management and Analytics & Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
+ The VP 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, capabilities, and skills**
+ BA/BS in Finance, Economics, or Accounting with at least 5 years of experience
+ Understands a Bank's balance sheet and P&L
+ Experience in corporate financial analytics / understanding of key 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
+ Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
+ Strong work ethic; work well in a fast-paced environment
+ Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
+ The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
+ Ability to build strong partnerships with colleagues
**Preferred qualifications, capabilities, and skills**
+ Management Consulting, Corporate Finance and/or Accounting experience preferred
+ Prior Essbase experience preferred
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 details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $114,000.00 - $175,000.00 / year
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Financial Analysis Vice President

60601 Chicago, Illinois JPMorgan Chase Bank, N.A.

Posted 16 days ago

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Job Description

Permanent
The Commercial & Investment Bank (CIB) Finance team, in partnership with business managers, strategy, and other finance teams, leads the business and financial analytics for CIB and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

As a Vice President in the CIB Finance team, you will be responsible for running business and financial analytics and reporting for senior members of the CIB sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting profitability to determine root cause and propose solutions.

Job responsibilities:

  • Lead dialogue with senior business leadership as well as stakeholders across the Commercial & Investment Bank to provide information on business trends, financial performance, market strategy, competitive landscape and industry trends
  • Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
  • Create, maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
  • Facilitate the development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Partner with Business Management and Analytics & Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
  • The VP 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, capabilities, and skills
  • BA/BS in Finance, Economics, or Accounting with at least 5 years of experience
  • Understands a Bank's balance sheet and P&L
  • Experience in corporate financial analytics / understanding of key 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
  • Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
  • Strong work ethic; work well in a fast-paced environment
  • Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines
  • The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
  • Ability to build strong partnerships with colleagues

Preferred qualifications, capabilities, and skills
  • Management Consulting, Corporate Finance and/or Accounting experience preferred
  • Prior Essbase experience preferred

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 details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Chicago,IL $114,000.00 - $175,000.00 / year

Apply Now

Sr Analyst - BU Financial Analysis

60290 Chicago, Illinois Northern Trust

Posted today

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Job Description

Senior Analyst

The Senior Analyst is responsible for performing complex financial analysis, tracking, and reporting for the Global Technology Services (GTS) business unit. This role will analyze expenditures, research variances, study trends, compile financial data, and provide financial reporting for the business unit. Additionally, the Senior Analyst will draw conclusions and make recommendations to financial and line management.

Responsibilities:

  1. Develops strong relationships and closely coordinates with Business Unit and Corporate Financial Management personnel.
  2. Responsible for or assists with Business Unit Financial Reporting & Analysis, Competitive Benchmarking, Forecasting, Budgeting, Profitability Analysis, Financial Modeling, Strategic Planning, and Special Projects.
  3. Oversees the preparation of various financial reports, providing data analysis and justification for management decisions.
  4. Manages projects, including planning, organizing, and directing activities towards project goal completion, including management reporting.
  5. Provide thought leadership in specific subject matters with other financial team members.
Qualifications
  • Thorough business knowledge likely to be gained through 5+ years of relevant work experience and may possess a relevant advanced degree.
  • Broad financial and accounting knowledge and business acumen.
  • Requires strong presentation, and oral and written communication skills.
  • Strong Excel skills in order to develop the financial tools/models necessary to capture the financial aspects of such projects.
  • Experience with Business Intelligence and analysis tools such as Cognos BI, TM1 and Power BI is preferred.
  • Possess the ability to work effectively and build relationships across a matrix structure and with a diverse management team.
  • Proven ability to multi-task, work under pressure, and meet tight deadlines.

Salary Range: $83,100 - 141,300 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today.

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

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