Financial Planning

4 days ago


Mumbai Maharashtra, 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 in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. The P&A Associate role provides a unique opportunity to interact with multiple lines of business. It is an opportunity to learn about the Finance organization in a fast-paced environment. The individual will join the Team and be responsible for PnLs, including different walks in partnership with the BMs.. Additional responsibilities also include managing different Business Reviews.

**Responsibilities**:

- Serve as a point of contact for preparing various PnLs and reviewing different matrices.
- Perform monthly quantitative analysis of forecast versus actual results and update forecasts accordingly.
- Work closely with different P&A teams for monthly, quarterly, and annual business reviews.
- Manage business financial planning and budget.
- Conduct ad-hoc MIS reporting and analysis in conjunction with other team members.

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

- CFA/CMA/CA/MBA (Finance)
- Minimum 3 years’ experience in an analytical and financial role and should have worked on Banking products (601)
- Excellent communication (verbal and written) skills
- Superior financial modelling acumen
- Proficiency in Microsoft Office (especially Excel and PowerPoint)
- Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python
- Proficient in some of the Intelligent Solutions like Alteryx, Qlik Sense, etc.

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

- Knowledge of Tableau and Alteryx will be an added advantage
- Ability to multi-task multiple requirements under considerable time pressure
- Should be flexible to work in EMEA shifts

**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**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.


  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India Beatum IT Solutions Pvt Ltd Full time

    Financial Planning and Analysis (FP&A) Good knowledge of Financial Planning and Analysis Excellent Excel Skills Knowledge of Real Estate preferred SAP skills preferred but not mandatory Exp - 5 years Pay: ₹905,178.46 - ₹2,005,458.27 per year Schedule: - Day shift Work Location: In person **Speak with the employer** +91 8054433585


  • Mumbai, Maharashtra, India Blis Full time

    **Finance Planning and Analysis specialist** Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries. The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The...

  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India DC Consultants Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    Job Description:Job Description:We are hiring a chartered accountant to lead financial planning & strategic initiatives. This individual will work directly with CXOs and founders, anchoring business planning, performance tracking, and investor relations. You will be a key enabler of scale, margin growth, and capital efficiency.Key Responsibilities: Strategic...


  • Mumbai, Maharashtra, India Tresvista Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About the DepartmentThe Financial Strategy Associate is a multi-faceted role that primarily focuses on financial analysis, MIS reporting and strategic projects. It involves overseeing deliverables across corporate strategy, business performance review, analysis of business and operating models, firmwide budgeting and cost controls, and acquisition screening...


  • Goregaon, Mumbai, Maharashtra, India sportzinteractive Full time

    We are seeking a highly experienced and strategic person to join our Strategic Finance Team. This role is ideal for a results-oriented leader with a strong background in financial planning, analysis, and business partnering. The Senior Manager will be responsible for providing analytical leadership, influencing strategic decision-making, and driving...

  • Financial Planning

    5 days ago


    mumbai, India JPMorgan Chase Full time

    You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right teamAs an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial submissions, and collaborate with...

  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India JPMorgan Chase & Co. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Description You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team As an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial...

  • Financial Planning

    2 weeks ago


    Mumbai, Maharashtra, India JPMorgan Chase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right teamAs an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial submissions, and collaborate with...

  • Financial Planning

    1 week ago


    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    DescriptionYou are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right teamAs an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial submissions, and...


  • Mumbai, Maharashtra, India Citi Full time

    **Responsibilities**: - Analyze of Citi’s/Citi’s competitors’ financial performance - Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process - Generate flash results/highlights for Board of Directors’ reports and Executive...