Reporting & Automation - Retail Banking - Senior Associate
at J.P. Morgan
Posted a month ago
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- Compensation
- Not specified
- City
- Columbus
- Country
- United States
Currency: Not specified
The Reporting & Automation Senior Associate will analyze, prepare, and reconcile financial and business results for Consumer Bank while developing and automating reports and processes to improve efficiency. The role leverages advanced Excel and tools such as Python, VBA, and Alteryx to build reporting solutions, identify automation opportunities, and support process improvement. You'll collaborate across field finance, business partners and control functions, produce presentation materials for senior management, and maintain strong controls and resiliency.
Location: Columbus, OH, United States
Global Finance & Business Management works to strategically manage capital, foster growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and promote decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
As a Reporting & Automation Senior Associate for the Consumer Bank, you will analyze, prepare, and reconcile financial and business results, as well as develop and automate reports and processes to streamline operations and minimize cycle times. You will leverage advanced Excel skills and have a preference for experience with Python, VBA, and Alteryx to foster automation and process improvement. You will collaborate with peers and colleagues across the broader Consumer Bank Finance organization on special projects and reporting initiatives, delivering actionable insights and supporting business decision-making.
- Assist in National field performance financial analysis and reporting
- Develop, automate, and maintain reporting solutions using Excel, Python, VBA, and Alteryx to improve efficiency and accuracy
- Collaborate effectively across all Consumer & Community Banking field finance organizations, business/segment partners and other key partners (e.g. Compensation, HR, Legal, Controls, Risk)
- Conduct as-needed financial analysis based on senior management requests and develop presentation materials
- Manage the development and production of field performance reporting packages for Consumer Bank field leadership and Branch Banking divisional business management teams, focused on evaluating financial outcomes and branch and banker behavior trends
- Assist with process improvement initiatives and identify opportunities for automation across reporting and analytics
- Maintain superior controls and resiliency standards
- At least 4 years of experience in Finance, Analytics or Process Improvement
- Bachelor’s Degree in Finance, Data Analytics, Statistics, or related field
- Advanced proficiency in Excel
- Experience with data analytics, data mining/gathering, and manipulation of data sets; ability to present conclusions concisely
- Proficient in PowerPoint and reporting/presentation deck creation
- Highly organized and attentive to detail
- Advanced analytical, problem solving, and planning skills
- Solutions-oriented and focused on continuous improvement
- Excellent written and verbal communication skills and advanced presentation skills
- Experience with process improvement and automation
- Inquisitive, enthusiastic, and diligent, with the ability to challenge peers constructively
- Experience with Python, VBA, and Alteryx
- Proven ability to take initiative and achieve results
- Skilled and comfortable at working in a highly matrixed organization
- Ability to manage multiple (and changing) project deliverables at same time
- Business savvy and commercial judgment
