Planning & Analysis- Associate

3 days ago

Bengaluru Karnataka, India JPMorganChase Full time

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. 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.

As an Associate in the Consumer Banking Finance team within the retail banking operations of JP Morgan Chase, you will be responsible for delivering key management reports, handling adhoc reporting requests, and providing insightful commentary in reports. You will play a key role in producing Budget decks and supporting month close deliverables, CCAR, Risk Appetite, Investor Day, and earnings-related processes. You will continuously look for opportunities to simplify, automate, and dashboard BAU processes.

Job Responsibilities:

- Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
- Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests.
- Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
- Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
- Handle month close related deliverables including review decks and walks.
- Support CCAR, Risk Appetite and other regulatory reporting processes as appropriate.
- Support Investor Day, and earnings-related processes as required
- Continuously look at opportunities to simplify / automate / Dashboard BAU processes

**Required qualifications, capabilities, and skills**:

- Proven ability to take initiative, influence others, and achieve results
- Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
- Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
- CA / MBA / CWA with 5+ years of experience in financial planning and analysis
- Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
- Strong knowledge of Excel and Powerpoint

**Preferred qualifications, capabilities, and skills**:

- Knowledge and experience of SQL, Python, Data Science, Artificial Intelligence and Machine Learning would be a plus

  • Planning & Analysis- Associate

    2 weeks ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB 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...

  • Planning & Analysis- Associate

    7 days ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and...

  • Planning & Analysis- Associate

    2 weeks ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. As a Planning & Analysis Associate within the CAMP PXT Finance team, you will focus on partnering and supporting the team, playing a critical role in executing financial processes, analysis, reporting, and maintaining...

  • Planning & Analysis- Associate

    1 day ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team. As a Planning and Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will majorly focus on financial management across Home Lending & Auto PXT...

  • Planning & Analysis- Associate

    7 days ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. 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. You will be primarily responsible for leading and...

  • Finance Planning

    1 week ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in **financial analysis**. You have found the right team. As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. As a Financial Analysis Associate in our Finance team, you will spend each day defining,...

  • Financial Planning

    2 weeks ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team. 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. **Responsibilities**: - Serve as a liaison between Firm-wide P&A, lines...

  • Financial Planning

    1 week ago

    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team As a Financial Planning & Analysis Associate within the Financial Analysis team, you will be responsible for managing annual and continual financial planning activities for product areas. You will provide business rationale...

  • Financial Planning and Analysis

    1 week ago

    Varthur, Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** Job Title** Finance & Business Management - P&A - Associate (601) **Short Description** Financial Analysis is responsible for strategic financial reporting and advising CFOs on how to increase profitability and efficiencies The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office Finance team. It is...

  • Planning & Analysis- Associate

    2 days ago

    Bangalore, Karnataka, India JPMorgan Chase Full time

    Job Category Financial Analysis You are a strategic thinker passionate about driving solutions in financial analysis You have found the right team As a Planning Analysis associate Analyst in our Finance team you will spend each day defining refining and delivering set goals for our firm You will be responsible for partnering across the firm to provide...