Planning Forecaster

CCMA; Easter Howgate; On-site; GBP 60,000 - 95,000; Full time

Job summary

J.P. Morgan is seeking a forecasting specialist to join the planning team of the International Consumer Bank Business.

You will analyze data and build short- and long-term forecasts across UK and international markets, driving service level optimisation and performance through accurate projections. You will collaborate with Marketing, Product, Strategy, and Machine Learning to incorporate data points feeding future volumes, and use AI to enhance insights while supporting senior leadership on

Qualifications

• Forecasting experience is essential.
• Knowledge of cross-functional planning practices.
• Experience working in a dynamic, fast-paced environment.
• Strong business analysis, reporting, and problem-solving skills.
• Use of generative Artificial Intelligence in leveraging data insights.
• Proven experience leading or supporting project initiatives.
• Microsoft Office skills – Excel, PowerPoint, Word, Outlook.
• Ability to partner and work collaboratively with others.
• Demonstrated ability to influence people at a variety of levels internally and externally.

Responsibilities

• Perform root cause and trend analysis using historical data to identify opportunities and provide strategic recommendations.
• Produce accurate volume projections from long-term planning to interval-level scheduling.
• Partner with functions like Marketing, Product, Strategy, and ML to feed data points into future volumes and performance.
• Leverage AI to enhance analytical insights.
• Support project workstreams with guidance and recommendations to senior leadership.
• Demonstrate leadership and process improvement capabilities.
• Ad hoc duties as required.

Skills

Forecasting

Cross-functional planning

Business analysis

Generative AI

Project leadership

MS Office

Stakeholder influence

Collaboration

Tools

AWS

NICE WFM

Alvaria WFO

Salesforce

JIRA

Alteryx

Looker

Job description

Are you looking for new exciting opportunity to leverage your analytical skills?

As a forecasting specialist within the planning team of the International Consumer Bank Business, you will be responsible for the analysis and build of a range of short and long term forecasts across our service operations in the UK and international markets. Partnering with various lines of business, you will drive key performance standards through the delivery of accurate forecast projections and service level optimisation.

Job responsibilities

• Perform root cause and trend analysis, using historical business performance data, to identify areas of opportunity and provide strategic recommendations.
• Production accurate volume projections, ranging from long-term planning to interval level scheduling, ensuring high standards of efficiency and performance.
• Partnering with various functions, including, Marketing, Product, Strategy, and Machine Learning, in understanding key data points feeding into future business volumes and performance.
• Leveraging use of Artificial Intelligence in the enhancement of analytical insights.
• Supporting various project workstreams, providing guidance and recommendations to senior leadership.
• Demonstrable leadership and process improvement capabilities.
• Ad hoc duties as required.

Required qualifications, skills, and capabilities

• Forecasting experience is essential
• Knowledge of cross-functional planning practices
• Experience working in a dynamic, fast-paced environment
• Strong business analysis, reporting, and problem-solving skills
• Use of generative Artificial Intelligence in leveraging data insights
• Proven experience leading or supporting project initiatives
• Microsoft Office skills – Excel, PowerPoint, Word, Outlook
• Ability to partner and work collaboratively with others
• Demonstrated ability to influence people at a variety of levels internally and externally

Preferred qualifications, skills, and/or capabilities

• Experience in financial services would be preferable
• Experienced in using business information, and workforce management platforms, and tools, including: Amazon (AWS), NICE WFM, Alvaria WFO, Salesforce, JIRA, Alteryx, Looker
• Working knowledge of telephony/call routing
• Preferred, non-essential experience in financial services and/or planning role

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About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Operations teams develop and manage innovative, secure service solutions to meet clients’ needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.