JP Morgan Chase - Associate - Financial Planning & Analysis

Description:

JPMorganChase is a leading global financial services firm with assets and operations worldwide. The firm serves millions of consumers, small businesses, and many of the world's most prominent corporate, institutional, and government clients, delivering a broad range of capabilities across consumer and community banking, commercial banking, investment banking, markets, and asset and wealth management.

With a long-standing focus on innovation, risk management, and client service, JPMorganChase aims to deliver strong results for shareholders while supporting employees, communities, and economic growth around the world.

The Commercial & Investment Bank (CIB) Central Planning & Analysis (P&A) team partners with Corporate P&A, lines of business, and functional finance to drive enterprise planning, forecasting, and management reporting for the CIB. The team provides high-quality financial insights, governance, and executive-ready analytics that support senior leadership decision-making.

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Job Responsibilities

- Lead the submission of the Commercial & Investment Bank (CIB) monthly forecasts and annual budget rounds for P&L and balance sheet to Corporate.

- Prepare and submit the CIB annual FX exposure reports to Corporate to support firmwide hedging activities.

- Deliver the CIB headcount and location planning submissions to Corporate in line with planning timelines.

- Execute timely reconciliations, control validations, and variance analysis across forecast, budget, FX exposure, and headcount processes.

- Develop, consolidate, and present robust qualitative and quantitative analysis, including annual budget and quarterly/monthly forecast variance commentary.

- Create, maintain, and review financial models and recurring/ad-hoc analyses to support decision-making.

- Conduct deep-dive analyses on key drivers and performance issues, identify root causes, and propose practical solutions.

- Maintain CIB financial reference data and process hierarchy requests accurately and on time.

- Ensure appropriate governance and approvals across hierarchies, including Volcker, taxonomy, and alternate hierarchies.

- Support periodic cleanup of legacy centers and related reference data to improve data quality and reporting consistency.

- Serve as a liaison across Corporate P&A, Firmwide P&A, lines of business, Functional Finance, and partner teams to deliver impactful planning/reporting and executive-ready presentations; support ad-hoc requests and strategic initiatives while building strong stakeholder relationships.

Required Qualifications

- Self-starter who is able to work in a fast paced, results driven environment

- 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

- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)

- At least 3 years of relevant FP&A experience, preferably in the financial services industry

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.

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