Sales & Research Financial Planning and Analysis Analyst

Join our dynamic team as a Sales and Research P&A Specialist, where you'll collaborate with key stakeholders to drive strategic initiatives across multiple products. Be at the forefront of innovation in analytics and reporting, shaping the future of our Commercial & Investment Bank.

As a Sales and Research Planning & Analysis Specialist, you'll work closely with Sales and Research Management, Business Management, and other stakeholders to provide impactful reporting, planning and insightful analyses and drive business growth. The role offers excellent opportunity to gain insight into all four dimensions of P&A Functions (Analytics, Reporting & Control, Traditional Planning & Analysis (P&A), Projects/Continuous improvement) across asset classes and you will partner closely with technology team to improve our reporting infrastructure and suite of dashboards / Tableau / Alteryx / Qliksense tools to meet evolving demands

Job responsibilities

• Act as a strategy partner, designing reporting frameworks for data analysis.
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including budgets, strategic reviews, townhalls and ad-hoc analysis as needed.
• Conduct competitor analysis.
• Ensure integrity of sales revenue numbers and liase with relevant groups to resolve issues as they arise.
• Collaborate with the offshore (India) reporting team to ensure deliverables are correct and business-relevant, and to develop innovative reports or analysis to help the Business and Sales Desk Heads in their decision-making process.
• Analyze and report revenue, headcount, expenses, and product sales allocations.
• Develop cross-product reporting and productivity analysis.
• Drive standardization and best practices across regions.
• Work on continuous improvement projects for productivity and efficiency.

Required qualifications, capabilities, and skills

• Self-starter in a fast-paced, results-driven environment.
• Bachelor's degree in Finance, Economics, Accounting, or relevant field.
• Ability to manage competing deadlines and demands.
• Strong analytical skills with attention to detail.
• Proficiency in Excel, financial modeling, and PowerPoint.
• Excellent communication and partnering skills.
• Strong team player comfortable engaging at all levels.
• Experience with Business managers and Sales heads.

Preferred Qualifications, Capabilities, and Skills

• CFA, CPA, MBA 

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 details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans