Financial Planning

**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 our dynamic team, you will play a pivotal role in partnering across the firm to deliver insightful financial and strategic analysis. Your responsibilities will encompass oversight and coordination of budgeting and forecasting processes, ensuring robust financial control, and conducting in-depth analysis of financial and business metrics. You will also be tasked with the delivery of regular management reports and the development of innovative reporting capabilities, such as dashboards. Your role will involve advising line of business CFOs on strategies to enhance profitability and operational efficiency. You will be expected to analyze, prepare, and reconcile accounting and technical data, and generate comprehensive reports, while continuously seeking ways to streamline processes and reduce cycle times through automation and process improvement. Furthermore, you will contribute to the development of recommendations that impact business procedures and operations, and maintain our financial and reporting systems. You may also be called upon to assist the department and other team members with special projects or components of larger projects as required.

**Responsibilities**:

- Managing annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting.
- Conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Reporting on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics.
- Creating financial business cases to support business initiatives.
- Monitoring and reporting on key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area.
- Developing and tracking performance metrics, creating presentations, and providing financial analysis on various topics to senior management.
- Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets.
- Designing new reports and dashboards to efficiently deliver financial results to senior management.
- Enhancing controls and streamlining processes, introducing automation where possible.

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

- 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**:

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

**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**

Our Consumer & Community Banking division serves our Chase cus