Job Description

You are a strategic thinker passionate about enabling strong financial decision-making through disciplined planning, forecasting, and management reporting. You have found the right team.

As an Associate in Planning and Analysis within Financial Planning & Analysis (FP&A), you will spend each day coordinating the budgeting and forecasting process and delivering management reports and presentations for Senior Management. You will be responsible for supporting short- and long-term projections of earnings and capital across varying economic scenarios, partnering closely with firmwide groups across each line of business.

Our FP&A teams are responsible for a wide range of activities including leading budgeting and forecasting cycles, developing scenario-based earnings and capital outlooks, and producing management reporting and presentations that support Senior Management decision-making.

Job Responsibilities

Serve as a liaison between Line of Business P&A, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
Create, maintain and review financial models and analyses (both recurring and ad-hoc)
Conduct deep dive analyses on key issues impacting client to determine root cause and propose solutions
Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required Qualifications, Capabilities, And Skills

Self-starter who is able to work in a fast paced, results driven environment
Sound judgement, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
Excellent organizational, management, and both verbal and written communication skills
Strong quantitative, analytical, and problem solving skills
Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management

Preferred Qualifications, Capabilities, And Skills

Bachelor's degree in Finance, Accounting or a subject of a technical nature (CA, CPA, MBA a plus)
4+ years of relevant FP&A experience, preferably in the financial services industry
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

ABOUT US

JPMorganChase, 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 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

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Financial Analysis - Associate

Financial Analysis - Associate