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JPMorgan Chase Forecast Consolidation Business Analyst Associate in Columbus, Ohio

Seize the opportunity to work with the Forecast Aggregation product team, responsible for partnering with Planning and Analysis, Controller, Technology and other product-based organizations across the firm to deliver a platform that is leveraged to ingest, catalog, model, enrich, calculate, assess accuracy and report against the firm's financial forecasts and actuals. This consists of a wide range of activities spanning business process design, application design, data analytics, solutions implementation and capability testing. The team leverages the agile framework, developing the product vision and defining OKRs for execution against various initiatives to deliver new and improved operating models, enhanced data insights, system capabilities and modernization of the forecast data aggregation infrastructure.

As a Business Analyst within the Forecast Aggregation team, you will be instrumental in implementing the strategic project - Aggregation & Analytics Accelerator, aiming to centralize monthly financial reporting for all Planning & Analysis teams across the Firm.

Job responsibilities

  • Analyzing, evaluating and challenging both the current and future state business processes and application architecture to identify areas of opportunity for improvement / automation around the forecast data aggregation processes

  • Developing the future state vision for the data aggregation data and product, tracking against initiatives and leveraging OKRs to produce weekly/monthly/quarterly and ad-hoc reporting to senior leaders through business reviews

  • Leveraging various technologies and data analytics skills to streamline the collection, modeling, calculation, accuracy assessment and reporting for financial data sets (budget, outlook etc.)

  • Working with technology to modernize the supporting infrastructure and deliver flexible self-service tools to end-users

  • Executing within a fast-paced environment and leveraging the Agile framework

Required qualifications, capabilities, and skills

  • Bachelor's degree in Accounting, Finance, Business Administration, Management, or a related field

  • 3+ years of work experience in business transformation, process improvement, or related roles; within the financial services industry

  • Experience in process improvement methodologies and leading organizational transformation practices

  • Proficiency with data gathering, modeling and manipulation, analytics and problem solving skills with the ability present conclusions concisely

  • Familiar with financial concepts and various financial calculations leveraged to deliver complete / accurate financial results and business insights

  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly

  • Highly motivated with a proven track record for executing on large to small programs, often under pressure given short lead times or with little information / direction

  • Inquisitive, enthusiastic and diligent team player with the ability to challenge, while at the same time remaining a respected as a trusted partner for the Planning & Analysis teams

  • Highly motivated self-starter with excellent time management/prioritization skills

Preferred qualifications, capabilities, and skills

  • Professional experience in Lean Management / Kaizen / Lean Six Sigma / Continuous Improvement / Business Excellence / Operational Excellence / Quality Management / Business Process Mapping, etc.

  • Data analytics and data modeling using Python, SQL and / or R

  • Familiarity with Amazon Web Services features, such as Databricks and Lakehouse architecture

  • Experience with BI tools such as Tableau and Alteryx

  • Agile Principles and tools such as Confluence/JIRA

  • Experience with other forecast aggregation tools such as Anaplan and Essbase

#LI-Hybrid

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans

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