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Location

São Paulo, SP | Brazil

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Job description

Job Description

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, coordination of budgeting and forecasting, and periodic and one-offs reporting. Our Financial Planning and Analysis teams are responsible for a wide range of activities including financial reporting, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the business and the Chief Financial Officer on how to increase profitability and efficiencies.

As a Latin America Investment & Corporate Banking – P&A Lead – Vice President within the Financial Planning and Analysis team, you will be responsible for our key financial metrics including revenues, expenses, and headcount. You will deliver value-added financial reporting and analysis, financial modelling, and assist with strategic direction and decision making. You will provide leadership across the Financial Planning and Analysis teams, and interact regularly with the Business Managers, the regional Chief Financial Officer and peers across Finance & Business Management, the ICB product and coverage heads, and the bankers.

Job Responsibilities:

• Consolidate and report month-end results, forecasts for the remainder of the year, and budgets for future years
• Perform variance analysis to understand the key drivers of business performance and provide commentary explaining changes from prior periods/forecasts/budgets
• Produce weekly/monthly/quarterly and ad-hoc reporting of the results, KPIs and relevant drivers for senior management
• Monitor and report wallet and volume league tables performance at the product, country, and sector level. Perform competitive analysis to identify areas of opportunity versus other tier-1 competitors
• Streamline business as usual processes, reducing non value added activities and introducing automation where possible
• Liaise with global ICB P&A and Latin America & Canada Central P&A teams to explore synergies, ensure alignment/consistency, and comply with all information requirements and deliverables
• Manage a team, not only monitoring and prioritizing deliverables, but also coaching and developing team members

 

Required Qualifications, Skills and Capabilities:

• Bachelor’s degree in Accounting, Finance, Economy, or a subject of a technical nature
• Fluent in Portuguese or Spanish, and English
• Advanced skills in Excel and PowerPoint
• Minimum of 7 years of experience in Finance roles within financial institutions, with deep knowledge on financial analysis, financial modelling, forecasting and budgeting
• Strong verbal and written communication skills, with the ability to present complex information in a clear and concise way to senior management and other stakeholders
• Integrity in handling highly sensitive and confidential information
• Results oriented, with the ability to work under pressure, and meet tight deadlines 
• Analytical thinking, inquisitive, enthusiastic and diligent, capable of challenging peers and resolve issues proactively 
• Team player and respected as a trusted business partner to the business, and other finance colleagues within Planning & Analysis and Business Management
• Strong leadership skills to manage the team, with proven abilities to motivate, develop and inspire others

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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