Financial Planning

JOB DESCRIPTION

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team

As an Associate in Financial Planning & Analysis within the Corporate and Investment Bank Central Planning & Analysis team, you will lead and coordinate the budgeting and forecasting process, manage financial submissions, and collaborate with business partners to deliver impactful reporting and insightful analyses. You will have the opportunity to work in a fast-paced environment, utilizing your strong analytical skills and building relationships with key stakeholders across the firm.

Job Responsibilities:

• Own the Commercial & Investment Bank's Forecast and Budget Financial Submissions to Corporate, including managing timelines, systems, controls, and variance analysis.
• Own the Commercial & Investment Bank's non-USD FX exposure submissions to Corporate, including managing timelines, systems, controls, and variance analysis.
• Own the Commercial & Investment Bank's Headcount Location Planning submissions to Corporate, including managing timelines, systems, controls, and variance analysis.
• Investigate trend and control breaks, and resolve issues in a timely manner.
• Learn, test, and adopt new systems and tools (e.g., Anaplan, Excel, Databricks) as part of the Finance transformation agenda.
• 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, analysis, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
• Collaborate with business partners across P&A, lines of business, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives.
• Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.

Required qualifications, capabilities, and skills

• The candidate must be a 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
• 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
• 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

Preferred qualifications, capabilities, and skills

• (CFA, CPA, MBA a plus)
• At least 6 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.