Associate - Financial Planning & Analysis

Fairygodboss; Bengaluru; On-site; INR 900,000 - 1,500,000; Full time

Job summary

JPMorganChase in Bengaluru seeks an FP&A Associate to create performance reporting and analytics for senior leaders in Field Finance. You will deliver concise insights, develop new views, and automate processes for stronger controls.

You will partner with stakeholders to define reporting needs, build dashboards, and support field initiatives with robust data quality and timely delivery.

Qualifications

• Bachelor's in Engineering; CFA/FRM/MBA in Finance is a plus but not required.
• Strong SQL and data extraction skills with complex queries.
• Experience with dashboards and analytics tools including Tableau/QuickSight/SAS/Streamlit.

Responsibilities

• Produce field performance review materials and decks for senior management.
• Analyze performance with clear commentary on trends and drivers.
• Translate reporting needs into dashboards and recurring deliverables.
• Design new reporting to track field initiatives and priorities.
• Handle ad hoc analyses and progress deep-dives on performance drivers.
• Suggest process improvements to boost efficiency and data quality.
• Automate and simplify reporting with approved tools and visuals.
• Manage stakeholder expectations with clear timelines and delivery quality.
• Strengthen reporting controls with central teams for data accuracy.

Skills

Strong SQL

Statistical modeling

Advanced Excel

Communication skills

Education

Bachelor's degree in Engineering

Tools

SQL/PySpark SQL

Alteryx

Python

SAS

Tableau

QuickSight

SAS Visual Analytics

Streamlit

Job description

Join a team that turns field performance data into clear insights and actionable recommendations for senior leaders. You'll help shape reporting, influence decisions, and improve how performance is tracked across key initiatives.

Job summary

As a Financial Planning & Analysis (FP&A) Associate in Business Banking Field Finance, you will create performance reporting and analytics that support senior leaders and field leadership in decision-making. You will deliver concise insights, develop new reporting views, and improve processes through automation and stronger controls.

Job responsibilities

• Produce field performance review materials and presentation decks for senior management and field leadership.
• Analyze business performance and provide clear commentary on trends, exceptions, and key drivers.
• Partner with stakeholders to define reporting needs and translate them into effective dashboards and recurring deliverables.
• Design and develop new reporting packages to track performance across field initiatives and strategic priorities.
• Respond to ad hoc analytical requests, including deep dives that identify drivers of performance and progress against initiatives.
• Challenge existing approaches and recommend process improvements that increase efficiency and data quality.
• Drive automation and simplification of reporting processes using approved analytics and visualization tools.
• Manage stakeholder expectations through proactive communication, clear timelines, and high-quality delivery.
• Strengthen reporting controls by partnering with central teams to monitor and improve data accuracy in the underlying infrastructure.

Required qualifications, capabilities, and skills

• Bachelor's degree in Engineering (CFA/FRM/MBA in Finance is a plus but not required).
• Strong SQL skills, including writing complex queries.
• Experience with data extraction and analysis using tools such as SQL/PySpark SQL/Alteryx/Python/SAS.
• Minimum 5 years of experience delivering analytical projects (e.g., product analysis, statistical modeling).
• Working knowledge of statistical modeling techniques (e.g., time series forecasting, linear/logistic regression).
• Experience building dashboards and analytical outputs using tools such as Tableau, QuickSight, SAS Visual Analytics, or Streamlit.
• Advanced Microsoft Office skills (especially Excel) with excellent written and verbal communication.

Preferred qualifications, capabilities, and skills

• Experience supporting field/channel performance reporting and presenting insights to senior stakeholders.

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.