Associate - Financial Planning & Analysis

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

Job summary

JPMorgan Chase & Co. in Mumbai seeks a results-oriented FP&A professional to lead budgeting and forecasting across business lines. You will consolidate data, build financial models, and present insights to senior management. Strong Excel, PowerPoint, Essbase, and VBA skills are essential.

The role demands the ability to manage multiple priorities in a fast-paced environment, with excellent analytical and communication abilities. Prior experience in financial services is preferred.

Qualifications

• BA/BS in Finance, Economics, Accounting required.
• At least 4 years FP&A experience, preferably in financial services.
• Strong quantitative, analytical and communication skills.

Responsibilities

• Serve as liaison between FP&A, lines of business and support teams to deliver reporting and analysis.
• Produce presentations and materials for senior management; support ad-hoc projects.
• Develop and present financial analysis including budgets and quarterly/monthly forecasts.
• Create, maintain and review financial models and analyses (recurring and ad-hoc).
• Conduct deep dive analyses to identify root causes and propose solutions.
• Collaborate with business partners to ensure timely and accurate delivery of initiatives.
• Build strong relationships with key stakeholders across firm.

Skills

Excel

PowerPoint

Essbase

Visual Basic

Macros

Financial analysis

Education

BA/BS in Finance, Economics, Accounting

Job description

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Primary Responsibilities

• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
• Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Qualifications

• The candidate must be a self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 4 years of relevant FP&A experience, preferably in the financial services industry
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically