Financial Planning

2 days ago


Mumbai, Maharashtra, India JPMorgan Chase & Co. Full time ₹ 15,00,000 - ₹ 25,00,000 per year
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.

Job Responsibilities
  • Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
  • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, 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 client to determine root cause 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
  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
  • 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)
  • At least 3 years of relevant FP&A 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.
  • Financial Planning

    3 weeks ago


    Mumbai, Maharashtra, India Citigroup Full time

    This role supports the development and implementation of strategic business initiatives to deliver financial performance They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm s overall finance objectives Responsibilities Partnering with senior management to deliver on financial...


  • Mumbai, Maharashtra, India InCred Financial Services Full time

    Job DescriptionJob Title: Assistant Manager/Manager -Business FinanceLocation: MumbaiJob Description:- Core Business Finance including tracking monthly entity and business level profitability, building annual operating plan and scenario modelling, detailed data deep dive to bring out business insights- Develop, consolidate, and present insightful and robust...

  • Financial Planning

    4 days ago


    Mumbai, Maharashtra, India Citi Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job DescriptionThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on...

  • Financial Planning

    4 days ago


    Mumbai, Maharashtra, India Citi Full time ₹ 17,50,000 - ₹ 25,00,000 per year

    Job DescriptionThis role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on...

  • Financial Planning

    1 day ago


    Mumbai, Maharashtra, India Citi Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    This role supports the development and implementation of strategic business initiatives to deliver financial performance. They are also the stewards within Finance who partner across other functions and Finance disciplines to help achieve the firm's overall finance objectives.Responsibilities:Partnering with senior management to deliver on financial...


  • Mumbai, Maharashtra, India Tresvista Financial Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    About the DepartmentThe Financial Strategy Associate is a multi-faceted role that primarily focuses on financial analysis, MIS reporting and strategic projects. It involves overseeing deliverables across corporate strategy, business performance review, analysis of business and operating models, firmwide budgeting and cost controls, and acquisition screening...

  • Financial Planning

    1 week ago


    Navi Mumbai, Maharashtra, India eClerx Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Financial Planning & AnalysisPreparation and publishing monthly Margin performance reportExamine financial statements and records to ensure accuracy and regulatory compliancePreparation of monthly rolling forecasts/projections with detailed variance analysis drivers to managementComparative statement on Actual Vs Projections with reasons of...

  • Financial Advisor

    5 days ago


    Mumbai, Maharashtra, India Smart Financial Planners Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role OverviewAs aFinancial Advisoryou'll be responsible for advising clients on life-stage-based investment and insurance planning using a consultative and data-driven approach. You will serve as the client's financial ally, presenting personalized Family Investment Portfolios (FIPs), recommending insurance, investments and allied financial products, and...

  • Financial Planning

    5 days ago


    Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    JOB DESCRIPTIONYou are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.As a Financial Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. . As an Associate in our Global Private Bank (GPB) team, which is part of the Asset & Wealth...


  • Mumbai, Maharashtra, India Metro Brands Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hiring for Financial Planning and AnalysisYears of Experience : 4-5 YearsLocation : Kurla WestRole & responsibilities1. Financial Analysis, Budgeting & ForecastingAnalyze monthly trends across key business KPIs such as channel sales, brand/category performance, margins, and productivity.Identify performance variances through deep-dive analytics and recommend...