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Financial Planning and Analysis - Associate

اليوم 2025/06/26
خدمات الدعم التجاري الأخرى
أنشئ تنبيهًا وظيفيًا للوظائف المشابهة

الوصف الوظيفي

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


As a Financial Planning and Analysis Associate within our FP&A team, you will be responsible for providing financial and strategic analysis, overseeing and coordinating budgeting and forecasting, and developing new reporting capabilities. You will have the opportunity to work on special projects, streamline processes, and contribute to our goal of increasing profitability and efficiency. We value team players who are highly motivated, able to thrive under pressure, and possess strong analytical and problem-solving skills.


Job Responsibilities:


  • Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Reporting efficiency , analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills:


  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • 3+ years of work experience in Financial Services, and/or accounting/controller background
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly. Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments, often with little lead time or information
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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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