Within Global Finance & Business Management team, 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. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. 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.
As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. We are looking for a candidate who has experience in P&A that can manage critical deliverables in a fast-paced environment, collaborate a diverse set of stakeholders, think strategically, and communicate in a concise and thoughtful manner.
Job Responsibilities:
Partner with the broader team to manage annual and ongoing financial planning for product areas; deliver month-end performance analysis and forecasts (revenue, expenses, headcount, balance sheet, ROE, etc.)
Build, maintain, and review financial models and analyses (recurring and ad hoc)
Collaborate with stakeholders across P&A, Business Management, Lines of Business, and firmwide partners to deliver recurring and ad hoc initiatives accurately and on time
Perform deep-dive analyses on key business drivers to identify root causes and recommend actions
Build and maintain strong relationships with key stakeholders across Functional Finance, Lines of Business, and firmwide teams
Support the digital transformation agenda by improving reporting efficiency, automating reports/processes, and advancing analytics using tools such as Python, AI/ML, Sigma, and related platforms
Required qualifications, capabilities, and skills:
- 2+ years of relevant FP&A experience
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- Self-starter able to thrive in a fast-paced, results-driven environment and adapt to shifting priorities
- Strong communication skills, including executive-ready storytelling and presentations (written and verbal)
- Strong quantitative, analytical, and financial modeling skills; able to analyze large, disparate data sets and synthesize clear conclusions
- Proficiency in Alteryx and other technologies to drive process automation and efficiency
- Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented
- Collaborative team player and trusted partner to Business, Finance, and FP&A stakeholders
- Strong problem-solving ability, with a track record of identifying issues and recommending improvements across performance, strategy, and organizational effectiveness
Preferred qualifications, capabilities, and skills:
- Experience preferably within financial services
- CFA/CPA/MBA a plus
- Advanced Excel and PowerPoint skills; experience with Essbase and automation tools (e.g., VBA, macros) preferred
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
About UsWe offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
