JPMorgan Chase & Co.

Corporate Finance: Finance & Business Management - Legal Finance - Analyst

Posted on: 27 Jan 2021

Plano, TX

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the worlds most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about J.P. Morgan is available at http://www.jpmorganchase.com.

Legal Organization
Legal is responsible for the provision of legal services to J.P. Morgan Chase & Co. The group consists of approximately 2,000 employees globally and has an internal operating expense budget of approx. $600M and an external professional service spend of approx. $600M. Legal is organized by Line of Business teams that conform to the Firm's lines of business and corporate staff areas. This structure provides the means for Legal to communicate legal and regulatory changes to the business lines, and for the business lines to communicate business developments that have legal or regulatory implications to Legal in a timely manner.

Position Summary
Legal Finance & Business Management is seeking a high performing individual to support analysis, reporting and presentations of all financial and management reporting for Legal lines of business, including materials for monthly Executive Management Reports and Quarterly Business Reviews. This role serves as the liaison between Corporate Finance shared hubs and the Legal Business Management team, and helps to drive the departments strategic agenda through internal and external expense reporting, planning & analysis, resource management and organizational management. The role requires advanced metrics, data management and consolidation, headcount forecasting, and financial analysis support.

The ideal candidate will be well balanced qualitatively and quantitatively, recognizing and escalating important variances, with an understanding of the underlying drivers.

This position is based in Plano, TX.

Key Responsibilities
Partner with a Senior Business Manager to coordinate outlook, budget and financial analysis
Partner with corporate sector finance shared hubs to ensure outlook and budget are properly reflected in the financial reporting system (CSPRA)
Manage the completion of monthly corporate finance deliverables, including interaction with shared hub teams to provide commentary and walk forwards of monthly expense trends, outlook movement and risks/ opportunities
Support preparation and execution of annual budget planning, monthly forecasting and centralized reporting processes for all outside counsel spend
Develop presentation materials for various audiences ranging from senior Legal business executives to LOB finance and P&A teams
Track and report on financials, and key metrics. Review and analyze expenses and provide commentary for primary drivers and variances to senior management
Contribute to key Legal projects, including strategic, control, technology and expense related initiatives
Manage and complete ad hoc financial analysis and provide answers to management queries

Qualifications
Bachelors degree preferably in Accounting, Finance, Economics, or related field
1-3 years of financial analysis experience in the financial services industry
Demonstrated experience interacting with core accounting and MIS reporting architecture; SAP and Hyperion Essbase are both strongly preferred
Highly organized, detail oriented
Advanced Microsoft Excel (with the ability to work with complex formulas and management of large amounts of data) and PowerPoint skills is required
Ability to work independently and demonstrate a high level of personal initiative
Excellent written and oral communication skills
Thoughtful analytical skills; able to develop, clearly present and draw conclusions
Proven ability to build strong partnerships with colleagues, desire to learn quickly, and be flexible
Ability to handle multiple projects simultaneously
Works well both independently and as part of a team

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

JPMorgan Chase & Co.

New York, New York

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.

The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.

This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.

The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.