Finance & Business Management, Associate

Come help shape strategic decisions, optimize financial performance, and support business growth at the firm! This role allows you to collaborate with talented professionals, leverage cutting-edge tools, and make a difference in a dynamic, fast-paced environment. If you’re ready to enhance your career and deliver results, we want you on our team.

As a Planning and Analysis Senior Associate within the Corporate Central Analytics & Reporting Team, you will work on a broad range of key Corporate Planning & Analysis priorities including, P&L and Balance Sheet forecasting and budgeting, the quarterly earnings process, and relationship management of critical Corporate Planning & Analysis stakeholders (e.g. Investor Relations, Controllership, etc)  

The Corporate Sector Planning & Analysis team supports and partners with Corporate Sector Chief Financial Officers and their Finance & Business Management teams on financial forecasting, budgeting, reporting and other ad-hoc analysis and strategic priorities. The team also provides support for Firmwide Planning & Analysis, Investor Relations, Regulatory & Capital Management, Resolution & Recovery, and other Corporate groups. 

Job responsibilities

• Proactively partner closely with stakeholders across the broader finance and business management organization to assist in the development of Corporate Sector’s consolidated monthly financial forecast and annual budget (P&L and Balance Sheet)
• Own the relationship with key Corporate P&A stakeholders including Firmwide P&A and Investor Relations, and serve as a primary conduit of business intelligence on behalf of Corporate P&A 
• Assist in the Corporate Sector quarterly earnings submission, including partnering with Regulators, Firmwide P&A, Investor Relations, Controllership and Tax to assess quarterly results, develop a thorough earnings narrative for senior management, and prepare relevant internal materials and external filings
• Construct ad-hoc financial models and analytics to support critical Corporate Sector priorities and enable thoughtful senior management decision making 
• Create and maintain relationships with peers across Corporate P&A to develop broad insight of the businesses across Corporate Sector and ensure firmwide priorities and targets are implemented uniformly across the segment 

Required qualifications, capabilities, and skills 

• Advanced technological aptitude, including Excel, PowerPoint, Word and Essbase skills. 
• Bachelor's degree in business related discipline or equivalent experience
• 3  years of relevant experience 
• Advanced analytical, problem-solving, and decision-making skills
• Communication skills - Ability to write and articulate financial results succinctly and efficiently in varying degrees of detail and form depending on the audience
• Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently adjusting priorities
• Good judgment and independent decision making
• Ability to maintain composure in a fast-paced environment and prioritize projects accordingly

Preferred qualifications, capabilities, and skills 

• 3 years in planning and analysis and/or budgeting and forecasting preferred

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional