45 Financial Analysts jobs in Manhattan

POSITION OBJECTIVES:

The Senior Analyst, Financial Planning, will play a critical role in driving data-driven decision-making across Overseas Food Trading. Reporting directly to the VP of Finance, the Senior Analyst will be responsible for enhancing the financial reporting infrastructure, optimizing planning processes, and supporting strategic business initiatives across departments. The Senior Analyst will help the business to scale effectively and make informed financial decisions.

SUMMARY REQUIREMENTS:

To perform this job successfully, an individual must be able to execute each essential job function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions and/or satisfy the productivity, performance, or qualification standards for the position.

ESSENTIAL JOB FUNCTIONS

KEY RESPONSIBILITIES

Financial Planning & Reporting

• Support the annual budgeting and quarterly reforecasting processes by preparing templates, consolidating inputs, and ensuring the timely delivery of accurate outputs.
• Develop and maintain financial models to support budgeting, forecasting, variance analysis, and scenario planning.
• Improve and manage the company’s monthly financial reporting package to ensure clarity, consistency, and actionable insights.
• Validate monthly and quarterly close data, recommending necessary adjustments or accruals to ensure accurate financial reporting.
• Collaborate with department leads to gather input and align on financial assumptions, forecasts, and business drivers.
• Partner with the Business Technology team to build and enhance financial dashboards and reporting tools.
• Serve as a Finance lead and internal expert on Microsoft Business Central, ensuring system accuracy, data integrity, and user enablement.
• Assist in the analysis and reporting of Gross margin by channel and item, in collaboration with the organization

Data Systems & Process Improvement

• Identify opportunities to automate and streamline manual reporting processes to improve efficiency and scalability.
• Work with internal stakeholders to implement new tools and systems that enhance financial visibility and decision-making.
• Contribute to the development of new internal reporting structures and KPIs aligned with company growth objectives.

Cost Control

• Analyze monthly and quarterly variances to budget and forecast, identifying key trends, risks, and opportunities.
• Partner with operational teams to implement cost control measures that align with company objectives.

Cross-Functional Collaboration

• Act as a strategic partner to business units, providing financial insights and decision support for initiatives, investments, and operational changes.
• Communicate complex financial information in a clear and actionable manner to non-financial stakeholders.
• Foster a collaborative and proactive approach to solving business problems through data analysis and financial modeling.

Incidental Duties

The above list of essential job functions describes the general nature and level of work being performed in this job. It is not intended to be an exhaustive list of all duties, and indeed, additional responsibilities may be assigned, as required, by management.

PERFORMANCE EXPECTATIONS

• Strong attention to detail and analytical skills
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships across all levels of the organization
• Proactive and organized approach to workload management
• Commitment to continuous learning and staying current with evolving tools and industry solutions
• Ability to work independently in a dynamic and fast-paced environment
• Critical thinking and problem solving

JOB QUALIFICATION STANDARDS

The following describes the general qualifications and physical, sensory, and mental abilities normally associated with performing the essential functions of this position.

Education and Work Experience:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required; Master’s degree in Business Administration or Finance preferred
• Minimum of 4 years of experience in finance and business analysis required
• Consulting or public accounting experience preferred
• Project management experience preferred

Knowledge and Skill Requirements / Specialized Courses and/or Training:

• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint
• Strong analytical skills with the ability to identify and address critical issues
• Proven ability to handle confidential information with discretion

Description & Requirements

Be part of something great

Maximus is a global organisation that specialises in providing health and employment services to millions of people every year. Here in the UK we employ around 5,000 people across the country to deliver services that have a profound impact on people's lives. From assessments and health services to employability programmes and specialist support, we do work that matters with people who care.

Role Summary

To establish and lead all financial planning, budgeting, forecasting and financial performance analytics activities across the UK business, ensuring alignment between strategic goals, operational delivery and financial outcomes. The role owns the design and implementation of robust FP&A processes, templates and tooling and acts as the financial pillar for enterprise level performance planning and transformation finance.

Essential Duties & Responsibilities

1. Lead the UK wide budgeting, forecasting and financial planning cycles, ensuring clarity of timelines, ownership, interdependencies and assumptions in alignment with the corporation in the US.

2. Develop and own the UK FP&A reporting toolkit including templates, scenario modelling and standardised formats to drive consistency and transparency.

3. Partner with Operational finance teams to translate business performance into actionable insights, ensuring that forecasts, variance analysis and KPIs reflect operational reality.

4. Oversee the Central Services Business partnering activities, ensuring functional overheads (HR, Technology, Legal, Finance etc) are planned and managed effectively with clear accountability and challenge.

5. Lead the Service Operations Finance capability, owning business case financials, cost-to-serve modelling and transformation cost tracking to inform investment and ROI decisions.

6. Drive continuous improvement in finance processes, data flows and tooling, acting as the business lead for any future FP&A technology implementations.

7. Design and implement fit-for-purpose financial structures (e.g. cost centres, attributes, hierarchies) to support the capability based operating model, enabling tracking, planning and decision making through transformation.

Preferred Skills & Qualifications

Essential

• Qualified accountant (CIMA/ACA/ACCA) or equivalent with extensive post-qualification experience in FP&A or commercial finance leadership.

• Proven track record of leading enterprise level financial planning and forecasting processes in complex, matrixed organisations.

• Strong understanding of finance transformation, cost modelling and enabling technology.

Desirable

• Experience in public sector or outsourced services organisations.

• Prior involvement in FP&A system implementation or finance target operating model design.

Individual Competencies

• Strategic Thinking and planning

• Financial Acumen

• Leadership and team development

• Change Management

• Technology and Data Orientation

• Collaboration & Influencing

• Problem Solving and Decision Making

• Business Partnering Mindset

Maximus Competencies

• Embraces Respect.

• Partners Effectively.

• Creates Innovative Solutions.

• Focuses on the Customer.

• Demonstrates Compassion.

• Takes Responsibility & Acts with Integrity.

Travel Requirements

•UK wide as required.

EEO Statement

Maximus is committed to developing, maintaining and supporting a culture of diversity, equity and inclusion throughout the recruitment process. We know that feeling included has a dramatic impact on personal well-being and are working to ensure that no job applicant receives less favourable treatment due to any personal characteristic. Advertisements for posts will include sufficiently clear and accurate information to enable potential applicants to assess their own suitability for the post.

We are a Disability Confident Leader, thanks to our commitment to the recruitment, retention and career development of people with disabilities and long-term conditions. The Disability Confident scheme includes a guaranteed interview for any applicant with a disability who meets the minimum requirements for a job. When you complete your job application you will find a question asking you if you would like to apply under the Disability Confident Guaranteed Interview Scheme. If you feel that you have a disability and apply under this scheme, providing that you meet the essential criteria for the job, you will then be invited for an interview. YourGuaranteed Interview application will only be shared with the hiring manager and the local resourcing team. Where reasonable, Maximus will review and consider adjustments for those applicants who express a requirement for them during the recruitment process.

Minimum Salary

£

110,000.00

Maximum Salary

£

115,000.00

Our client is a Private Equity owned company that is in the service industry. This is a newly revised position within the company due to the continued growth and expansion of the business. Our client is looking for someone with a total of 7-10 years experience max. Wants an up and comer with already a proven track record of experience in the FP&A space. This is a stand alone role with the ability to hire and build the team beyond this point.

POSITION: Manager of FP&A (Financial Planning & Analysis)

The Manager of FP&A (Financial Planning & Analysis) position plays a critical role in driving growth and profitability objectives by leveraging financial data and delivering insightful analysis. This role requires expertise in analytics, financial reporting, and collaboration across departments to support leadership decision-making and the execution of strategic initiatives. Strong communication skills and a team-oriented mindset are essential for success in this position.

Key Responsibilities:

• Oversee the preparation and delivery of monthly and quarterly financial reports for internal management, private equity partners, and lenders.
• Analyze business performance, highlight key trends, and identify opportunities to strengthen operations and drive growth.
• Manage the annual budgeting process, monitor ongoing performance against budgeted targets, and provide insights into variances, trends, and business drivers.
• Serve as a key business partner to cross-functional teams, fostering collaboration to support unified decision-making.
• Design and maintain tools and frameworks for assessing growth opportunities and informing strategic initiatives.
• Identify and implement opportunities for efficiency improvements, process automation, and cost optimization.
• Contribute to efforts related to systems enhancements and implementations as a finance representative.

Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field; an MBA is a plus.
• Proven experience in financial planning and analysis, budgeting, and providing strategic decision-making support.
• Prior experience within a private equity-backed business environment is highly preferred .
• Strong analytical abilities, with demonstrated capability to turn complex financial data into actionable insights.
• Expertise in financial modeling, forecasting, and data analysis techniques.
• Advanced proficiency in Microsoft Excel and other financial analysis tools.
• Excellent collaboration skills, with an ability to communicate effectively across departments.
• Agility to adapt to a dynamic, fast-paced business environment.
• A genuine passion for driving business success and achieving organizational growth.

**Job Summary**
A candidate that is passionate about crafting comprehensive financial plans and prefers to focus on planning rather than client acquisition. We are an expanding team that currently includes a Senior Advisor, Associate Advisor, and Registered Client Service Associate specializing in supporting high-net-worth families and private business owners. Seeking dedicated professional to further accelerate the growth of established practice.
**Due to pay transparency, our roles auto-populate with Federal minimums. However, the office has determined the appropriate range for this position to be $100,000.00 to $145,000.00 base salary.**
**Essential Duties and Responsibilities**
- Partners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
- Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
- Researches and provides recommendations related to risk management concerns, including insurance.
- Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
- Prepares presentations that clearly communicate the recommendations and alternatives related to the client's financial analysis and comprehensive plan design.
- Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan.
- Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case.
- Prepares files for meetings with existing and new clients.
- Prepares, coordinates and follows through on any needed communication with new or existing clients.
- Continuously monitors clients' financial situations with detail and accuracy, with the ability to the look at their overall financial picture.
- Responds to client questions by telephone, email and occasional personal visits.
- Educates client on the functions of various securities markets and the principal factors that affect them.
- Provides guidance on estate planning options and techniques.
- Responds to and directs education funding questions including 529 savings plans.
- Assists with guidance on small business planning.
- Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
- May participate in client presentations.
- May open, transfer, and close customer accounts and maintain appropriate account records.
- May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
- Ensures practice and regulatory policies are followed within compliance standards
- Perform other duties and responsibilities as assigned.
**Education/Previous Experience**
- Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in the
financial, retirement and estate planning field or in marketing these services.
**Licenses/Certifications**
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7.
- Series 63, 65 and/or 66 as required by state.
- Certified Financial Planner (CFP) designation preferred.

If you are an Accounting/Finance professional looking for an opportunity to grow, Emerson has an exciting opportunity for you! Based in our Florham Park, NJ location, you will lead and manage the activities associated with the Emerson financial planning cycle and the reporting of financial metrics to Senior Management.
**In this Role, Your Responsibilities Will Be:**
+ Be a liaison for the America's business units and America's management for communication and financial reporting requirements for Discrete Automation
+ Manage the quarterly updates to the America's financial plan,~$650m business, including the consolidation and review of financial forecasts
+ Create and analyze reports, presentations, and analysis of key financial metrics for Senior Leadership
+ Analyze and review ad-hoc management inquiries
+ Drive automation opportunities in our regular financial reporting procedures
+ Monitor and ensure compliance with Emerson Corporate policies and procedures
+ Collaborate with other functional teams including Financial Actuals Reporting, Operations, Strategic Planning, and others
+ Lead, train and develop a person reporting to you. Coach and transfer knowledge
**Who You Are:**
You are decisive and make high-quality decisions, even when based on incomplete information or in the face of uncertainty. You integrate quantitative and qualitative information to draw accurate conclusions. You provide clear direction and accountabilities. You develop others through coaching, feedback, exposure and stretch assignments. You relate comfortably with people across levels, functions, cultures, and geography
**For this role you will need:**
+ Bachelor's degree in Finance or Accounting
+ Minimum of 5 years of progressive experience in Finance or Accounting
+ Must be able to manage multiple projects, demonstrate solid accounting and financial analysis ability, be detail-oriented and exhibit strong leadership and supervisory skills
+ An ideal candidate will project personal presence, articulate professionally and concisely with all levels of management
+ Strong knowledge in Excel, Word, and PowerPoint are a must
+ Legal authorization to work in the United States
**Preferred Qualifications that set you apart:**
+ MBA preferred
+ Working knowledge of Hyperion Financial Management Software Suite including Hyperion SmartView is a plus
+ Working knowledge of Power BI tool
Our compensation philosophy is simple: We pay a competitive base salary, within the local market in which we operate, and reward performance during the annual merit review process. The total target comp range for this position is $5,000 - 135,000 annually, commensurate with the skills, talent, capabilities, and experience each candidate brings to a role.
**Our Culture & Commitment to You:**
At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We foster an environment that encourages innovation, collaboration, and diverse perspectives-because we know that great ideas come from great teams. Our commitment to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results.
We recognize the importance of employee wellbeing. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.
#LI-MH2
**WHY EMERSON**
**Our Commitment to Our People**
At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration.
We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor.
At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together.
**Work Authorization**
Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
**Equal Opportunity Employer**
Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
**Accessibility Assistance or Accommodation**
If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: .
**ABOUT EMERSON**
Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability.
With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety.
We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go!
**No calls or agencies please.**
**Requisition ID** :
Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

Ready to take your finance career to the next level? Emerson is looking for a Financial Planning & Analysis (FP&A) Manager to join our Discrete Automation team in Florham Park, NJ.
In this high-impact role, you'll be at the center of our financial planning cycle-driving strategy, shaping insights, and influencing key decisions that guide our business forward. You will lead and support the finance team in budgeting, forecasting, reporting, long-range planning, strategic business analyses, and process implementation. This position will oversee global financial consolidation procedures, ensure the accuracy and timeliness of internal and external reporting, manage the development of financial models, and provide key insights and recommendations to senior management through financial presentations and analyses.
This is a great opportunity to work alongside senior leadership, gain global exposure, and lead initiatives that directly fuel Emerson's growth.
**In This Role, Your Responsibilities Will Be:**
+ Lead the planning and reporting processes for all budgets, forecasts, across all DISC businesses.
+ Perform global financial consolidation procedures for weekly sales and orders, monthly advance sales and orders, monthly financial statements, quarterly PORs and Presidents' Council meetings, and annual profit review, budget review, and financial review meetings.
+ Lead profit review with WAs, drive the financial model and provide insights to support decision-making.
+ Build and maintain financial models and templates to support global consolidation, reporting, and management decision-making.
+ Communicate reporting requirements to regional finance leaders, provide guidance and training on consolidation procedures, and ensure resolution of reporting issues.
+ Deliver monthly, quarterly, annual, and ad-hoc financial reports required by Emerson Corporate, ensuring accuracy and compliance.
+ Partner with leadership to prepare and present financial results and insights at board meetings, quarterly Presidents' Council meetings, annual profit review, budget review, and other key management forums.
+ Manage ad-hoc external reporting (e.g., government reporting) and internal reporting (e.g., cost accounting reporting).
+ Ensure compliance with annual internal and external audit requirements.
+ Leverage Power BI and advanced/predictive analytics to enhance reporting capabilities, improve forecast accuracy, and generate actionable business insights.
+ Driving standard methodologies and continuous operational improvements across forecasting, reporting, and analytics.
**Who You Are:**
You are decisive and make decisions. You integrate quantitative and qualitative information to draw accurate conclusions. You provide direction and accountability. You develop others through mentorship, feedback, exposure and stretch assignments. You relate comfortably with people across levels, functions, cultures, and geography
**For This Role, You Will Need:**
+ Bachelor's degree in Business Administration, Finance, or Accounting
+ 5+ years of progressive finance experience, including
+ Strong understanding of financial systems and technologies.
+ Advanced Microsoft Excel and PowerPoint skills.
+ Experience with Power BI and advanced/predictive analytics.
+ Solid knowledge of accounting and finance principles.
+ Strong analytical and problem-solving skills with proven ability to provide business insights.
+ Excellent communication and presentation skills with the ability to influence collaborators.
**Preferred Qualifications That Set You Apart:**
+ MBA or advanced degree preferred
+ Experience with HFM and Hyperion Planning tools
+ Supervisory or leadership experience.
Our compensation philosophy is simple: We pay a competitive base salary, within the local market in which we operate, and reward performance during the annual merit review process. The total target comp range for this position is $95,000 - $135,000 annually, commensurate with the skills, talent, capabilities, and experience each candidate brings to a role.
**Our Culture & Commitment to You:**
At Emerson, we prioritize a workplace where every employee is valued, respected, and empowered to grow. We cultivate an environment that encourages innovation, collaboration, and diverse perspectives-because we know that great ideas come from great teams. Our dedication to ongoing career development and growing an inclusive culture ensures you have the support to thrive. Whether through mentorship, training, or leadership opportunities, we invest in your success so you can make a lasting impact. We believe diverse teams, working together are key to driving growth and delivering business results.
We recognize the importance of employee wellbeing. We prioritize providing flexible, competitive benefits plans to meet you and your family's physical, mental, financial, and social needs. We provide a variety of medical insurance plans, with dental and vision coverage, Employee Assistance Program, 401(k), tuition reimbursement, employee resource groups, recognition, and much more. Our culture offers flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.
#LI-MH2
**WHY EMERSON**
**Our Commitment to Our People**
At Emerson, we are motivated by a spirit of collaboration that helps our diverse, multicultural teams across the world drive innovation that makes the world healthier, safer, smarter, and more sustainable. And we want you to join us in our bold aspiration.
We have built an engaged community of inquisitive, dedicated people who thrive knowing they are welcomed, trusted, celebrated, and empowered to solve the world's most complex problems - for our customers, our communities, and the planet. You'll contribute to this vital work while further developing your skills through our award-winning employee development programs. We are a proud corporate citizen in every city where we operate and are committed to our people, our communities, and the world at large. We take this responsibility seriously and strive to make a positive impact through every endeavor.
At Emerson, you'll see firsthand that our people are at the center of everything we do. So, let's go. Let's think differently. Learn, collaborate, and grow. Seek opportunity. Push boundaries. Be empowered to make things better. Speed up to break through. Let's go, together.
**Work Authorization**
Emerson will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1(including those with OPT or CPT) , H-1, H-2, L-1, B, J or TN, or who need sponsorship for work authorization now or in the future, are not eligible for hire.
**Equal Opportunity Employer**
Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.
**Accessibility Assistance or Accommodation**
If you have a disability and are having difficulty accessing or using this website to apply for a position, please contact: .
**ABOUT EMERSON**
Emerson is a global leader in automation technology and software. Through our deep domain expertise and legacy of flawless execution, Emerson helps customers in critical industries like life sciences, energy, power and renewables, chemical and advanced factory automation operate more sustainably while improving productivity, energy security and reliability.
With global operations and a comprehensive portfolio of software and technology, we are helping companies implement digital transformation to measurably improve their operations, conserve valuable resources and enhance their safety.
We offer equitable opportunities, celebrate diversity, and embrace challenges with confidence that, together, we can make an impact across a broad spectrum of countries and industries. Whether you're an established professional looking for a career change, an undergraduate student exploring possibilities, or a recent graduate with an advanced degree, you'll find your chance to make a difference with Emerson. Join our team - let's go!
**No calls or agencies please.**
**Requisition ID** :
Emerson is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

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

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