Associate - Planning & Analysis

Planning & Analysis - Associate

Description: You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As an Associate in the Financial Planning & Analysis team, you will be responsible for managing annual and continual financial planning activities for product areas. You will provide business rationale and decisions for all month-end financial performance and forecasting, conduct reviews and analysis on product financial performance, and assist in budgeting, billing, and trend analysis.

You will also focus on efficiency reporting, analytics, and strategy, create financial business cases, and report on key metrics. Additionally, you will develop and track performance metrics, create presentations, and perform variance analysis to understand key promoters of results. Your role will involve designing new reports and dashboards, enhancing controls, and streamlining processes with automation where possible.

Job Responsibilities:

- Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.

- Conduct reviews and analyses of product financial performance, including consumption and demand planning, budgeting, billing, trends, and exception reports.

- Report on efficiency, analytics, and strategy, including location strategy, span of control, and related reporting.

- Create financial business cases to support business initiatives.

- Monitor key metrics, drive data quality initiatives across the product area, and help define future needs.

- Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.

- Perform variance analysis to identify key drivers of results and present commentary to senior managers, explaining changes from prior forecasts and budgets.

- Design new reports and dashboards to efficiently deliver financial results to senior management.

- Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills:

- Bachelor's degree in Accounting, Finance or a subject of a technical nature

- Advanced skills in Excel and PowerPoint

- Proficiency with data mining/gathering and manipulation of data sets

- Inquisitive, enthusiastic and diligent, and capable of challenging peers

- Strong verbal and written communication skills, with the ability to articulate complex issues clearly

- Ability to create ad hoc reporting for senior management

- Proven track record for executing on special projects / assignments, often with little lead time or information

- Highly motivated and able to thrive and think clearly under pressure and tight deadlines

- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

- Highly motivated self-starter with excellent time management/prioritization skills

- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities, and skills:

- 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background

JP Morgan Chase, 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 : For your candidature to be considered on this job, you need to apply necessarily on the company's redirected page of this job. Please make sure you apply on the redirected page as well.