Associate-Central P&A-CCB Allocations

JPMorgan Chase & Co.; Bengaluru; On-site; INR 1,400,000 - 2,200,000; Full time

Job summary

JPMorgan Chase & Co. in Bengaluru seeks an experienced Central Allocations finance professional to support expense management, allocations, planning, forecasting, and reporting for senior stakeholders across Consumer & Community Banking and Firmwide Finance.

The role emphasizes cross-functional collaboration, advanced Excel/PowerPoint, and the ability to generate actionable insights from large data sets to influence strategic decisions.

Qualifications

• Ideal candidate has 8+ years in FP&A, CFO support or corporate finance.
• Experience with budgeting, forecasting, variance analysis, and management reporting.
• Strong communication to finance and non-finance stakeholders.
• Advanced Excel and PowerPoint skills; able to develop executive-ready decks.

Responsibilities

• Support monthly close, forecast, budget, and planning cycles for Central Allocations.
• Prepare and analyze financial reporting, trends, allocations, and commentary.
• Collaborate with P&A, CFO, and business managers to understand cost drivers and reporting needs.
• Conduct variance analyses and provide insights for management decisions.
• Assist with ad hoc analyses, issue resolution, and strategic finance requests.
• Review methodologies and financial assumptions for alignment with Firmwide policies.
• Develop presentations and reporting packs for senior management.
• Utilize AI tools to drive automation across reporting and allocations.

Skills

FP&A

Budgeting

Forecasting

Variance analysis

Stakeholder management

Excel

PowerPoint

Data interpretation

Education

Bachelor's degree in Finance/Accounting

Tools

Alteryx

Tableau

SQL

Essbase

SAP

Job description

• Business Unit Consumer & Community Banking
• Posting Date 10/14/2026, 01:53 PM
• Locations Ground to Fifth Floor G,H Block, EMBASSYTECH VILLAGE-PARCEL 5 OUTER RING RD DEVERABEESANAHALLI VILLA, Bengaluru, IN-KA, 560103, IN
• Apply Before 10/16/2026, 04:00 AM
• Job Schedule Full time
• Job Shift Mid-Day

Job Description

Job Description — Central P&A, Associate Central Allocations – Central P&A

Overview:

The Central Planning & Analysis team is seeking a highly analytical and motivated finance professional to join theCentral Allocations team. The role will support expense management, allocation processes, financial planning, forecasting, reporting, and decision support for senior stakeholders across Consumer & Community Banking and Firmwide Finance. This is an individual contributor role suited for candidates with experience inP&A, CFO support, Corporate Finance, financial research, valuation, business finance, or management reporting. The successful candidate will work closely with finance partners, business managers, and functional teams to understand financial drivers, analyze trends, support allocation methodologies, and provide actionable insights to leadership.

Candidates Profile: The ideal candidate is a finance professional who combines strong analytical capability with business curiosity and stakeholder engagement. The individual should be comfortable working across financial planning, expense analysis, reporting, allocations, and decision support. This role is well suited for someone who enjoys understanding business drivers, solving problems, improving processes, and providing insights that help senior stakeholders make informed decisions.

Candidates fromP&A, FP&A, CFO teams, corporate finance, valuation, financial research, banking finance, business management, consulting, or analytics rolesare encouraged to apply.

Job Responsibilities

• Support themonthly close, forecast, budget, and planning cyclesfor Central Allocations.
• Prepare, review, and analyze financial reporting, including trends, allocation movements, recoveries, variance analysis, and business commentary.
• Partner with P&A, CFO, business management, and finance stakeholders to understand cost drivers, allocation logic, financial impacts, and reporting requirements.
• Performmonthly, quarterly, and yearly variance analysis, identifying key drivers and providing meaningful insights to support management decisions.
• Assist business and finance partners with ad hoc analysis, issue resolution, deep dives, and strategic finance requests.
• Review methodologies, rules, volumes, and financial assumptions to ensure they remain aligned with business needs and Firmwide policies.
• Develop presentations and reporting packs for senior management, clearly explaining trends, risks, opportunities, and key financial messages.
• Familiarity with use of AI and related tools to drive process improvements and Automation across reporting, planning, and allocations.

Required Qualifications, Capabilities, and Skills

• 8+ years of relevant experience in one or more of the following areas: Planning & Analysis / FP&A, CFO support or business finance, Corporate finance, Expense management, Financial reporting and management reporting, Financial research or valuation, Banking, financial services, consulting, or analytics
• Strong understanding of financial statements, expense management, budgeting, forecasting, variance analysis, and business performance drivers.
• Strong analytical and problem-solving skills with the ability to interpret large datasets and convert analysis into actionable insights.
• Excellent communication skills, with the ability to explain financial concepts, trends, and variances clearly to finance and non-finance stakeholders.
• Strong stakeholder management and partnering skills; able to work effectively across teams, functions, and geographies.
• Ability to manage multiple priorities, work independently, and deliver high-quality outputs under tight timelines.
• Ability to challenge existing processes, identify improvement opportunities, and recommend practical solutions.
• Advanced Excel and PowerPoint skills, including complex formulas, financial models, data analysis, and executive-ready presentation.

Preferred Qualifications, Capabilities, and Skills

• Prior experience in banking, financial services, consulting, or global finance functions.
• Working knowledge of tools such as Alteryx, Tableau, Python, SQL, Essbase, SAP, or other reporting and automation platforms

About Us

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.

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.