Financial Analyst

11225 Crown Heights, New York Robert Half

Posted 1 day ago

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Job Description

Description
We are partnering with a fast-growing, innovative company in New York City that's looking for a Finance & Strategy Analyst to join their team. This is a high-impact role for someone who loves blending finance, strategy, and creativity - helping drive smart growth and influence decisions across the business.
What you'll do:
- Build intuitive dashboards and reporting tools that bring clarity to performance and uncover opportunities for growth.
- Partner directly with leadership to shape strategy, set goals, and measure what matters most.
- Lead cross-functional projects from concept to execution - connecting the dots between teams to move big ideas forward.
- Dive deep into the numbers to tell the story behind performance and guide strategic decisions.
- Create and evolve financial models that forecast growth, evaluate new initiatives, and drive investment decisions.
- Streamline processes and introduce better systems to make collaboration smoother and faster.
- Present insights in a clear, creative, and compelling way that resonates beyond just the finance team.
Requirements - Proven experience in financial analysis and modeling, with a strong ability to interpret data effectively.
- Proficiency in creating dashboards and presenting insights using tools such as Microsoft Excel.
- Expertise in variance analysis and its application in strategic decision-making.
- Strong knowledge of investment banking practices and financial planning.
- Demonstrated ability to manage cross-functional projects and drive results.
- Excellent strategic planning skills, with a focus on actionable outcomes.
- Exceptional problem-solving and communication abilities to collaborate across teams.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Financial Analyst

11788 Hauppauge, New York Robert Half

Posted 16 days ago

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Job Description

Description
We are looking for a detail-oriented Financial Analyst to join our team! This role will focus on analyzing revenue streams, ensuring contract compliance, and delivering insightful financial reports. The ideal candidate will bring strong analytical skills and experience working with financial data. Prior SAAS experience is required!
Responsibilities:
- Evaluate and analyze revenue contracts to ensure accuracy and compliance.
- Perform detailed financial analysis to identify trends and opportunities.
- Assist in reviewing and calculating revenue figures based on contractual agreements.
Requirements
- Proven experience in financial analysis, with a focus on revenue streams.
- Familiarity with financial contract compliance and calculations.
- Strong analytical skills with the ability to interpret and present data effectively.
- Proficiency in Microsoft Excel, including advanced functions.
-Prior SAAS experience required!
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
View Now

Corporate Financial Analyst

11590 Westbury, New York Northwell Health

Posted 3 days ago

Job Viewed

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Job Description

**Req Number**
Job Description
Analyzes, verifies, authorizes, processes and reports on financial information related to system-wide Corporate Finance activities. Designs, develops and implements systems or procedures resulting in the accurate reporting of financial or system data.
Job Responsibility
+ Analyzes, verifies, tracks and reports on financial indicators (for example, accounts receivables, account coding and charging, cash flow, budgets, GL, P&L, statistical data and reserves) in support of system-wide corporate financial activities.
+ Reports on results on a monthly, quarterly and/or annual basis.
+ Tracks and reports on statistical variances.
+ Reports discrepancies to Supervisor/Manager.
+ Designs, develops and modifies systems and procedures to enhance departmental processing as needed.
+ Responsible for maintaining proprietary databases including data integrity, timeliness of data input and accuracy of data.
+ Conducts internal audits to ensure compliance to departmental policies and procedures and state and federal regulations.
+ Maintains compliance with various state, federal and industry standards and regulations.
+ Operates under general guidance and work assignments are varied and require interpretation and independent decisions on course of action.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ Bachelor's Degree required, or equivalent combination of education and related experience.
+ 1-3 years of relevant experience, required.
***Additional Salary Detail**
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $64,350-$86,060/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
View Now

Corporate Financial Analyst

11590 Westbury, New York Northwell Health

Posted 16 days ago

Job Viewed

Tap Again To Close

Job Description

**Req Number**
Job Description
Analyzes, verifies, authorizes, processes and reports on financial information related to system-wide Corporate Finance activities. Designs, develops and implements systems or procedures resulting in the accurate reporting of financial or system data.
Job Responsibility
+ Analyzes, verifies, tracks and reports on financial indicators (for example, accounts receivables, account coding and charging, cash flow, budgets, GL, P&L, statistical data and reserves) in support of system-wide corporate financial activities.
+ Reports on results on a monthly, quarterly and/or annual basis.
+ Tracks and reports on statistical variances.
+ Reports discrepancies to Supervisor/Manager.
+ Designs, develops and modifies systems and procedures to enhance departmental processing as needed.
+ Responsible for maintaining proprietary databases including data integrity, timeliness of data input and accuracy of data.
+ Conducts internal audits to ensure compliance to departmental policies and procedures and state and federal regulations.
+ Maintains compliance with various state, federal and industry standards and regulations.
+ Operates under general guidance and work assignments are varied and require interpretation and independent decisions on course of action.
+ Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions.
Job Qualification
+ Bachelor's Degree required, or equivalent combination of education and related experience.
+ 1-3 years of relevant experience, required.
HIGHLY PREFERRED
+ Strong knowledge of Excel.
+ Background or schooling in Accounting/Finance.
*Additional Salary Detail
The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
The salary range for this position is $64,350-$86,060/year
It is Northwell Health's policy to provide equal employment opportunity and treat all applicants and employees equally regardless of their age, race, creed/religion, color, national origin, immigration status or citizenship status, sexual orientation, military or veteran status, sex/gender, gender identity, gender expression, disability, pregnancy, genetic information or genetic predisposition or carrier status, marital or familial status, partnership status, victim of domestic violence, sexual or other reproductive health decisions, or other characteristics protected by applicable law.
View Now

Sr. Financial Analyst

11433 Addisleigh Park, New York Robert Half

Posted 16 days ago

Job Viewed

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Job Description

Description
Our client, a highly successful NYC hospitality organization, is currently looking for a Senior Financial Analyst to join their team. In this role you will supervise and mentor a team of Financial Analysts who support all properties and departments. In this dual-role position, you'll oversee daily reporting and analysis, while playing a major role in shaping executive strategy with forward-thinking insights.
Responsibilities of this position will include:
· Supervise and develop a team of analysts-delegating based on skill, interest, and workload.
· Ensure timely and accurate delivery of routine financial reports and in-depth analyses.
· Collaborate with senior management, providing insights that directly influence business strategy.
· Uphold the vision of the VP of Planning & Analysis, ensuring quality, structure, and development across the team.
· Take a hands-on approach to analysis, stepping in as needed to support the team's workload.
For immediate consideration for this position please send your resume to
Requirements
· Bachelor's degree in Finance, Accounting or related field
· 5+ years of experience in Corporate Finance
· In-depth knowledge of statistical analysis, with the ability to use data to generate models
· MS Excel proficiency required
· Knowledge of Anaplan highly desired
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
View Now

Financial Analysis Lead

New York, New York Translucent

Posted today

Job Viewed

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Job Description

full-time
FP&A Lead Location: NYC (hybrid in-office + remote)

Type: Full-Time



We’re building the AI Finance Analyst for healthcare operators —designed to help leaders at medical groups and health systems run their business with the same clarity and agility they expect in clinical operations. Our product acts like an embedded analyst, surfacing insights across service lines, contracts, and staffing—without needing deep technical or financial expertise.

We’re now preparing to scale with the next wave of enterprise healthcare customers—and we’re growing the team to do it. 



FP&A technical and business strategy is the backbone of building the world’s best AI Finance Analyst. As our first FP&A Lead you will help drive product value across every aspect of the business - product, sales, implementation, and customer success. We’re seeking a highly-motivated strategic finance individual to join our team to build the FP&A engineer function and help scale our product to the next phase of customers.



Support the Implementation team to deeply understand the business of the customer, understand and embed business rules into our AI products





~ Support our GTM team in engaging with customers in the process to understand their wants / needs / current strategic finance maturity





~ Support the engineering and product teams as a domain expert in financial analysis for healthcare medical groups and provider organizations





~ Support customers with strategic finance work and advisement (e.g., quarterly reviews), helping drive more value to customers and inform our roadmap





~ 5-10 years of experience at a PE firm running M&A and portfolio support for medical group single or multi-specialty roll-ups





~ You’ve driven FP&A work at medical groups or provider organizations to support business leaders in driving financial decisions or overall performance management





~ You have an entrepreneurial mindset, you like building





~ We’re building healthcare’s AI financial analyst. We help providers make faster, smarter, and more confident decisions without digging through dashboards or waiting on analyst teams.
View Now

Treasury Financial Planning & Analysis, Vice President

11225 Crown Heights, New York JPMorgan Chase

Posted 16 days ago

Job Viewed

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Job Description

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (Net Interest Income), Legal Entity Balance Sheet, SLR and GSIB.
As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing P&A activities and partnering with various key stakeholders across LOB Product Control, and LOB/Firmwide functional groups to promote CIBT's critical resource optimization needs. You will deliver regular P&A cycles across key financials such as Balance Sheet, SLR, and more, while monitoring and analyzing business-level Balance Sheet usage and volatility. You will collaborate with CIB business lines for future balance sheet needs and provide ongoing updates to the CIB Treasurer. Additionally, you will contribute to all CIBT P&A's communications/presentations to senior management, including C-suite or the Operating Committee, and partner with other CIBT functions to monitor, analyze, and influence resource usage.
**Job responsibilities**
+ Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc.
+ Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
+ Provide ongoing updates to CIB Treasurer
+ Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
+ Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
+ Provide ad-hoc analysis supporting key deliverables such as earnings etc.
+ Oversee control and efficiency initiatives, improving control documentation and process efficiency
**Required qualifications, capabilities and skills:**
+ At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
+ Proven record in high complexity/intensity environment
+ Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
+ Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
+ Meticulous attention to detail
+ Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
+ Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
+ Strong relationship management skills
+ Proficiency in Excel
+ Competent use of Alteryx, Tableau and AI tools
**This position is not eligible for sponsorships.**
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 $128,250.00 - $190,000.00 / year
View Now
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Treasury Financial Planning & Analysis, Senior Associate

11225 Crown Heights, New York JPMorgan Chase

Posted 16 days ago

Job Viewed

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Job Description

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.
As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.
**Job responsibilities**
+ Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
+ Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
+ Provide ongoing updates to CIB Treasurer
+ Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
+ Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
+ Provide ad-hoc analysis supporting key deliverables such as earnings etc.
+ Contribute to control and efficiency initiatives, improving control documentation and process efficiency
**Required qualifications, capabilities and skills**
+ 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
+ Strong understanding of accounting principles, balance sheet and CIB product
+ Proven record in high complexity/intensity environment
+ Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
+ Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
+ Meticulous attention to detail
+ Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
+ Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
+ Strong relationship management skills
+ Proficiency in Excel
+ Experience with Alteryx, Tableau, and AI tools
**This position is not eligible for sponsorships.**
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 - $140,000.00 / year
View Now

Treasury Financial Planning & Analysis, Vice President

11201 Brooklyn, New York JPMorgan Chase Bank, N.A.

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Permanent
Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (Net Interest Income), Legal Entity Balance Sheet, SLR and GSIB.

As a Vice President within the Commercial & Investment Bank (CIB) Treasury P&A team, you will play a critical role in managing P&A activities and partnering with various key stakeholders across LOB Product Control, and LOB/Firmwide functional groups to promote CIBT's critical resource optimization needs. You will deliver regular P&A cycles across key financials such as Balance Sheet, SLR, and more, while monitoring and analyzing business-level Balance Sheet usage and volatility. You will collaborate with CIB business lines for future balance sheet needs and provide ongoing updates to the CIB Treasurer. Additionally, you will contribute to all CIBT P&A's communications/presentations to senior management, including C-suite or the Operating Committee, and partner with other CIBT functions to monitor, analyze, and influence resource usage.

Job responsibilities

  • Deliver regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to CIB Treasurer
  • Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as earnings etc.
  • Oversee control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills:
  • At least 7 yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Proven record in high complexity/intensity environment
  • Strong understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
  • Strong relationship management skills
  • Proficiency in Excel
  • Competent use of Alteryx, Tableau and AI tools

This position is not eligible for sponsorships.

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 $128,250.00 - $190,000.00 / year

Apply Now

Treasury Financial Planning & Analysis, Senior Associate

11201 Brooklyn, New York JPMorgan Chase Bank, N.A.

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent
Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.

As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

Job responsibilities

  • Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to CIB Treasurer
  • Contribute to all CIBT P&A's communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as earnings etc.
  • Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills
  • 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Strong understanding of accounting principles, balance sheet and CIB product
  • Proven record in high complexity/intensity environment
  • Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
  • Strong relationship management skills
  • Proficiency in Excel
  • Experience with Alteryx, Tableau, and AI tools

This position is not eligible for sponsorships.

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 - $140,000.00 / year

Apply Now
 

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  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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