Financial Planning and Analysis

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions in financial planning and analysis. You have found the right team.

As a Financial Associate in our FP&A team, you will spend each day leading and coordinating the budgeting and forecasting process, including projecting earnings and capital over various economic scenarios. As a Financial Planning & Analysis Associate in our FP&A team, you will work closely with firmwide groups in each line of business

**Job 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.
- Accurately align the costs incurred while providing internal services to intended beneficiaries.
- Create annual budgets, periodic forecasts, and analyze variances to the plan.
- Establish Budget, Forecast, and Actuals for all centers in accordance with different Corporate methodologies.
- Conduct ad hoc analysis of the business and business drivers, identifying opportunities for improvement and recommending actions across the business, Audit (internal and external), and tax teams.
- Produce presentations, analysis, 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 analysis, 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**
- Working knowledge of Alteryx and tableau along with expertise on Excel, PowerPoint, Essbase and macros
- The 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

**Preferred qualifications, capabilities, and skills**
- At least 6+ years of relevant FP&A experience, preferably in the financial services industry
- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- Detail oriented individual 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

**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 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 providin