Associate - Financial Planning and Analysis

JP Morgan Chase; Bengaluru; On-site; INR 2,200,000 - 3,600,000; Full time

Job summary

JP Morgan Chase in Bengaluru seeks an Associate for Financial Planning and Analysis to deliver end-to-end financial support for Core Engineering Solutions and Architecture. You will partner with finance, business managers, and technology leaders across a large matrixed organization, driving processes from analysis to closure and presenting insights to senior management.

The role focuses on budgeting, forecasting, reporting, and decision support, with opportunities to automate and strengthen

Qualifications

• CA / CFA / MBA Finance or equivalent with 6+ years of FP&A experience.
• Strong ownership and self-starter mindset; drive deliverables to closure.
• Excel and PowerPoint mastery; experience with Essbase, SAP, Tableau preferred.
• Excellent communication and matrixed environment collaboration.

Responsibilities

• Own recurring financial processes across month-end actuals, budgeting, forecasting, headcount and resource planning.
• Independently manage assigned deliverables from planning through execution and closure.
• Provide clear business rationale for financial performance, forecast movements, risks, opportunities, and key watch items.
• Partner with product finance and business management partners to deliver monthly reporting and ad hoc insights.
• Own headcount reporting and planning, including requisitions, joiners, leavers, vacancies, vendor resources, and cost-center changes.
• Develop senior-management presentations that clearly communicate the story behind the financials and forward-looking implications.
• Design and enhance reports, dashboards, and analytical views to improve decision support.
• Identify and implement opportunities to strengthen controls, standardize reporting, and introduce automation.
• Perform ad hoc financial analysis for senior management and respond to evolving business priorities.
• Maintain data integrity and act as a dependable point of contact, supporting junior colleagues when required.

Skills

Ownership mindset

Financial analysis

Stakeholder management

Excel & PowerPoint

Communication

Education

Chartered Accountant

CFA

MBA Finance

Tools

Essbase

SAP

Tableau

Job description

Build your career in Financial Planning and Analysis with a role that combines financial ownership, analytical rigor, business partnership, and process transformation within a dynamic technology organization. As an Associate, you will provide end-to-end financial support for Core Engineering Solutions and Architecture. You will partner with finance, business managers, and product and technology leaders across a large matrixed organization. This role is suited for a highly motivated self-starter who can independently own deliverables, identify risks and opportunities, and drive financial processes from analysis through stakeholder communication and closure. You will translate complex information into clear insights and recommendations for senior management.

Job summary

As a Financial Analysis professional within a technology finance team supporting Core Engineering Solutions and Architecture, you will provide end-to-end financial support across budgeting, forecasting, reporting, and decision support. You will independently own deliverables, proactively identify risks and opportunities, and drive processes from analysis through stakeholder communication and closure. You will partner with finance, business managers, and product and technology leaders across a large matrixed organization. You will apply strong financial acumen, data capabilities, and sound judgment to translate complex information into clear insights and recommendations for senior management.

Job responsibilities

• Own recurring financial processes across month-end actuals, budgeting, forecasting, headcount and resource planning, scenario analysis, and variance reporting for Core Engineering Solutions and Architecture.
• Independently manage assigned deliverables from planning through execution and closure, ensuring accuracy, timeliness, transparency, and adherence to governance standards.
• Provide clear business rationale for financial performance, forecast movements, risks, opportunities, and key watch items, with actionable recommendations for finance and business leadership.
• Partner with product finance and business management partners, business managers, and Core Engineering Solutions and Architecture leadership to deliver monthly reporting and ad hoc insights across direct and allocated expenses.
• Own headcount reporting and planning, including requisitions, named joiners, known leavers, vacancies, vendor resources, and cost-center hierarchy changes.
• Challenge inputs constructively, investigate data or process gaps, and drive issues to resolution by coordinating with relevant stakeholders.
• Develop high-quality senior-management presentations that clearly communicate the story behind the financials, key drivers, decisions required, and forward-looking implications.
• Design and enhance reports, dashboards, and analytical views that improve decision support and simplify the consumption of financial results.
• Identify and implement opportunities to strengthen controls, standardize reporting, streamline processes, and introduce automation where appropriate.
• Perform ad hoc financial analysis for senior management and respond to evolving business priorities with speed, judgment, and attention to detail.
• Maintain strong data integrity and control discipline across source data, financial reporting, forecasts, and presentations, act as a dependable point of contact by proactively communicating status, dependencies, risks, and required actions, support team effectiveness through knowledge sharing, documentation, collaboration, and guidance to junior colleagues when required, and adhere to internal compliance policies, financial-control standards, and business reporting requirements.

Required qualifications, capabilities, and skills

• Chartered Accountant, Chartered Financial Analyst, Master of Business Administration (Finance), or equivalent with 6+ years of relevant financial planning and analysis or finance experience.
• Strong ownership and self-starter mindset, with ability to independently drive deliverables to closure.
• Strong financial analysis skills with experience in budgeting, forecasting, variance analysis, headcount planning, and management reporting.
• Strong business partnering and stakeholder management skills, including senior-management engagement.
• Ability to analyze issues, recommend solutions, and manage multiple priorities under tight deadlines.
• Advanced Microsoft Excel and Microsoft PowerPoint skills; knowledge of Essbase, SAP, and Tableau preferred.
• Excellent communication, attention to detail, and control discipline.
• Collaborative, adaptable, and comfortable working in a fast-paced, matrixed environment.
• Flexibility to work 2:00 p.m.–11:00 p.m., with variable hours during critical business cycles.

Preferred qualifications, capabilities, and skills

• Experience supporting a technology organization or partnering with product, engineering, or business management teams.
• Knowledge of Tableau, Alteryx, SQL and Python or comparable visualization and automation tools.
• Experience improving financial processes through automation, standardization, enhanced controls, or dashboard development.
• Ability to coach or guide junior team members and contribute to broader team capability building.