Planning and Analysis

**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.



**Responsibilities**:

- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses.
- Produce presentations, analyses, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
- Create, maintain, and review financial models and analyses (both recurring and ad-hoc).
- Conduct "deep dive" analyses on key issues impacting clients to determine root causes and propose solutions.
- Collaborate with business partners across P&A, lines of business, and the firm to ensure the timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance, and lines of business teams.

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

- Self-starter who is able to work in a fast paced, results driven environment
- BA/BS in Finance, Economics, Accounting. Minimum 3 years of relevant FP&A experience,
- Technical Proficiency: Strong skills in Alteryx and Tableau to drive process automation. Experience in automating financial processes or data workflows is highly desirable.
- Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills. Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
- Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

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

- CFA, CPA, MBA a plus
- Experience preferably in the financial services industry

**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.