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JPM
JPMorgan Treasury Financial Planning & Analysis Vice President United States, New York, New York
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...
Support Client Advisors in Know-Your-Client documentation and processes and Suitability assessments and reporting. Assist in account opening process and internal preparation to facilitate subsequent investments. Monitor client accounts and provide...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
Executes the bank's risk culture and strives for operational excellence. Builds relationships with clients to meet financial needs. Follows established processes and guidelines in daily activities to do what is...
Aptitude in obtaining required industry licenses. Must be self-disciplined in managing time and capacity. Experience in cultivating client relationships, accessing needs and recommending solutions. Success creating strong peer relationships through...
Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
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...
Are you looking for an exciting and stimulating career in the technology industry? A financial planning analyst position with Expoint may be the perfect opportunity for you! As a financial planning analyst, you will play a critical role in helping the tech industry understand financial planning and budgeting.
You will monitor the budgeting process and provide financial analysis to ensure a successful financial strategy. With superior analytical and problem-solving skills, you will be responsible for forecasting and forecasting operations, financial models, and developing plans for the company’s overall development. You’ll use data from past financial performance to make predictions and project future trends, determine potential risks, and develop corrective strategies.
In addition to your financial planning and analysis responsibilities, you’ll also be an important point of contact between the company’s internal (including accounting and finance) and external stakeholders. You’ll work collaboratively with other departments to ensure budget goals and objectives are met.
This position requires someone with a high degree of energy and self motivation. A keen attention to detail, excellent organization skills and the ability to work accurately and efficiently under pressure will be essential. Excellent communication and interpersonal skills are also important, as you’ll need to build and sustain strong relationships with stakeholders. Knowledge of the tech industry and financial forecasting and budgetary experience are also ideal qualifications.
So, if you’re interested in taking the next step in your career and joining a fast-growing and innovative technology company, a financial planning analyst position with Expoint could be the opportunity for you!