FP&A Planning & Analysis Associate — Expense Forecasting

Testing Site - JPMC; Buenos Aires; On-site; ARS 75,728,000 - 121,164,000; Full time

Job summary

Testing Site - JPMC is seeking an Associate in DPS F&BM Planning & Analysis Infrastructure COE to coordinate expense budgeting and forecasting, prepare management reports, and deliver insightful presentations. You will partner with firmwide teams to support expense planning and reporting for senior leadership.

The role emphasizes month-end reporting, variance analysis, cost center allocation, and collaboration with finance managers to drive efficiency.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a technical discipline.
• 1–4 years of relevant experience in finance, planning, or analysis.
• Strong analytical skills and attention to detail, with the ability to deliver clear and concise data analysis and presentations.
• Effective communication and stakeholder management skills; proven ability to work collaboratively across teams and geographies.
• Advanced proficiency in Excel; experience with Macros, MS Access, Alteryx, and financial modeling is a plus.
• Experience with QlikView or Tableau for management reporting is advantageous.
• Prior experience working with global stakeholders is highly desirable.

Responsibilities

• Month-End Reporting: Take full ownership of CIB DPS Central P&A month-end expense reporting, partnering extensively with P&A leads and Finance & Business Managers.
• Reporting & Analysis: Execute month-end activities, including tracking changes, data aggregation, validation, mapping, and preparing tools for expense reporting.
• Flash Reporting: Deliver timely expense and headcount reports against plan/outlook, conduct variance analysis, and track movements across functions and business units.
• Executive Management Reporting: Prepare monthly Executive Management Reports (EMR) for the DPS CFO and management team, focusing on expense trends and drivers.
• Cost Center Analysis: Develop detailed cost center allocation reports and analyses, incorporating time, organizational, and scenario dimensions across all major businesses.
• Stakeholder Engagement: Collaborate effectively with stakeholders, finance managers, and aligned teams to update expense allocation rules, methodologies, and business events.
• Forecasting & Budgeting Support: Assist with monthly expense forecasts, mid-year outlooks, annual budgeting exercises, and ad-hoc expense reporting and analysis.
• Support Key Initiatives: Contribute to strategic DPS initiatives such as location strategy, expense reduction programs, and resolution & recovery efforts.
• Management Reviews & Analytics: Provide support for management reviews and deliver value-added expense analytics.
• Expense Allocation Ownership: Manage end-to-end CIB DPS (Ops & Tech) expense allocation processes, including identification, aggregation, and assignment of costs to front office businesses.
• Control & Governance: Drive robust control processes for allocation rules, billing keys, operating margins, cost center mismatches, and blocked centers through coordination with Ops & Tech Business Managers and CTOs.
• Transparency & Process Improvement: Enhance transparency in inter- and intra-business expense allocations, explain allocation drivers, and drive process improvements and consistency across allocation modules.

Skills

Analytical skills

Communication

Stakeholder management

Excel proficiency

Education

Bachelor's degree in Accounting or Finance or technical discipline

Tools

Excel

Macros

MS Access

Alteryx

Tableau

QlikView

Job description

Testing Site - JPMC is seeking an Associate in DPS F&BM Planning & Analysis Infrastructure COE to coordinate expense budgeting and forecasting, prepare management reports, and deliver insightful presentations. You will partner with firmwide teams to support expense planning and reporting for senior leadership.

The role emphasizes month-end reporting, variance analysis, cost center allocation, and collaboration with finance managers to drive efficiency.