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 the Financial 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
- Managing annual and ongoing financial planning activities for product areas, and providing business rationale and decisions for all month-end financial performance and forecasting.
- Conducting reviews and analysis on product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reports.
- Reporting on efficiency, analytics, and strategy—including, but not limited to, location strategy, span of control, and related 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 defining future needs of the product area.
- Developing and tracking performance metrics, preparing presentations, and providing financial analysis on a variety of topics to senior management.
- Performing variance analysis to understand key drivers of results and presenting commentary to senior managers, explaining changes from prior forecasts and 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
- 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 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 strat