Financial Planning & Analysis- Associate

JPMorganChase is a leading global financial services firm with assets and operations worldwide. The firm serves millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients, delivering a broad range of capabilities across consumer and community banking, commercial banking, investment banking, markets, and asset and wealth management.

With a long-standing focus on innovation, risk management, and client service, JPMorganChase aims to deliver strong results for shareholders while supporting employees, communities, and economic growth around the world.

The Commercial & Investment Bank (CIB) Central Planning & Analysis (P&A) team partners with Corporate P&A, lines of business, and functional finance to drive enterprise planning, forecasting, and management reporting for the CIB. The team provides high-quality financial insights, governance, and executive-ready analytics that support senior leadership decision-making.

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

• Lead the submission of the Commercial & Investment Bank (CIB) monthly forecasts and annual budget rounds for P&L and balance sheet to Corporate.
• Prepare and submit the CIB annual FX exposure reports to Corporate to support firmwide hedging activities.
• Deliver the CIB headcount and location planning submissions to Corporate in line with planning timelines.
• Execute timely reconciliations, control validations, and variance analysis across forecast, budget, FX exposure, and headcount processes.
• Develop, consolidate, and present robust qualitative and quantitative analysis, including annual budget and quarterly/monthly forecast variance commentary.
• Create, maintain, and review financial models and recurring/ad-hoc analyses to support decision-making.
• Conduct deep-dive analyses on key drivers and performance issues, identify root causes, and propose practical solutions.
• Maintain CIB financial reference data and process hierarchy requests accurately and on time.
• Ensure appropriate governance and approvals across hierarchies, including Volcker, taxonomy, and alternate hierarchies.
• Support periodic cleanup of legacy centers and related reference data to improve data quality and reporting consistency.
• Serve as a liaison across Corporate P&A, Firmwide P&A, lines of business, Functional Finance, and partner teams to deliver impactful planning/reporting and executive-ready presentations support ad-hoc requests and strategic initiatives while building strong stakeholder relationships.