Financial Planning & Analysis Associate

The Planning & Analysis Group is responsible for partnering within the business and across the Firm to provide financial and strategic analysis, central oversight and coordination of firmwide budgeting and forecasting, macroeconomic scenario design and distribution, and strategic program management and execution including the Firmwide Forecasting Framework.  This includes oversight for firmwide reporting across all four Line of Business (LOB): Corporate and Investment Bank (CIB), Asset Management (AM), Consumer and Community Banking (CCB) and Commercial Bank (CB). 

As a Financial Planning & Analysis Associate within the Planning & Analysis Group, you will have the opportunity to primarily support the strategic analysis of our financial planning framework. You will partner closely with our Line of Business (LOB) teams and functions for core financial reporting, process improvement, ad-hoc analysis and due diligence. In this role, you will also contribute to promoting and improving automation, simplifying processes and enhancing analytics. This role provides a unique opportunity to improve your analytical skills and work in a dynamic environment.

Job responsibilities:

• Perform analysis of business performance, including development of monthly business reviews for senior leaders
• Work on the planning cycle, including annual budgeting, periodic forecasting, and analysis of variances to the plan and capital stress testing
• Conduct Ad-hoc analysis of the business and business drivers.  Identify opportunities for business improvement and recommend actions across the business
• Provide analytical support for business strategy, including ownership of strategic deliverables
• Work closely with other Line of Business (LOB) Planning & Analysis (P&A) teams and the CIB P&A team
• Ensure data integrity, accuracy and timeliness in all financial reporting

Required qualifications, capabilities and skills: 

• 4+ years of experience in a medium to large diverse organization in Finance/Accounting and or management consulting
• Bachelor’s degree in Accounting/Finance
• Experience in planning, forecasting, budgeting Planning & Analysis (P&A role)
• Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation

Preferred qualifications, capabilities, and skills:

• Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
• Strong proficiency with PowerPoint required, proficiency with PitchPro preferred
• Exceptional attention to detail related to providing accurate and timely data

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 accommodati