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 in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be driving business management, financial analysis, vendor management, strategy governance and internal communications for this organization. Business Management teams manage headcount governance, budgeting and forecasting, spend governances, locations strategy and executive reporting for India based teams across Bengaluru, Mumbai and Hyderabad

**Responsibilities**:

- Manage program initiatives for strategic projects, including location strategy, spend governance, analytics, forecasting, and budgeting.
- Collaborate closely with support teams such as the CIO office, Real Estate, and Recruitment to promote key strategies. Oversee headcount location planning, track hiring against targets, and manage headcount reporting.
- Optimize seat utilization and allocations for all India locations to ensure efficient resource use.
- Generate and publish monthly business review reports for business leaders. Manage communication and relationships between interconnected stakeholders.
- Publish workforce, operational, and other business metrics reports, and automate report generation.
- Create business metrics dashboards and continually enhance analytics and data presentations for fast and accurate decision-making.
- Consolidate agendas and facilitate leadership meetings, including cascading minutes and next steps to the leadership team.
- Facilitate All Hands agendas, orchestrate off-sites, skip-levels, and other senior engagements. Analyze data to provide consumable insights to the leadership team on curated training and learning needs.
- Track external/internal training requirements, nominations, and other related activities.
- Assist in the smooth running of various engagement programs. Facilitate new hire training programs for India new hires. Plan agendas for leadership visits and execute them with site leaders/managers.
- Standardize business toolsets (calendars, events, meetings) in sync with site events, global events, and others.

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

- Proactive approach to problem solving; strong analytical skills
- Advanced skills in Excel / PowerPoint / Tableau / SharePoint
- Ability to deliver/extract/report/analyze high quality data in time crunched circumstances
- Ability to handle sensitive and maintain confidentiality
- Excellent verbal and written communication skills
- Fosters positive working relationships; manage stakeholders globally: good team player
- Good data analytical and data visualization skills
- Attention to details and a self-starter

**Preferred qualifications, capabilities, and skills**:
Expertise in planning and financial control

**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.