Associate - Financial Planning and Analysis

**JOB DESCRIPTION**
Job summary:
As a Financial Analysis Associate, you will be part of a team working closely with GRE Regional Teams, You will help conducting value-added analysis of financial results, ensuring sound control environment, and presenting information to senior management within GRE, major Line of Businesses, and regulators. This role requires highly organized and skilled individual with a strong foundation in accounting, software proficiency, and project management. It is a fast-paced role, requiring excellent communication and organizational skills, with the ability to work independently and manage multiple tasks effectively. This is a hybrid role.

**Job responsibilities**:

- Support Capital Planning Tool development Agile and Scrum methodologies.
- Act as Scrum Master for Capital Planning tool, Daily Stand-up meetings, JIRA item updates, User Acceptance Testing
- Create / maintain CPT (Capital Planning Tool) documentation.
- Prepare Monthly CPT Bulletins, CPT User Guide for the users
- Data Integrity tracking
- Process Improvement - Capital Project Tracking
- Automation of existing manual processes

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

- Bachelor in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- 7+ years of professional experience
- Basic understanding of accounting principles, specifically related to fixed assets.
- Proficiency in Microsoft PowerPoint, Excel, Teams & Visio
- Strong communication skills, both written and verbal & Excellent organizational skills with attention to detail.
- Basic understanding of Agile project management & Scrum framework.
- Ability to work independently with mínimal supervision & to manage and prioritize multiple tasks effectively.
- Basic understanding of construction project management principles and practices.

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

- Experience with PMWeb
- Experience with SAP
- Experience with SQL Developer

**ABOUT US**

JPMorgan Chase & Co., 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 professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.