Financial Analysis Associate

JPMC Candidate Experience page; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

JPMC Candidate Experience page is looking for an Associate in Planning and Analysis in Mumbai, India. You will coordinate budgeting and forecasting processes while developing insightful financial analyses and reports for senior management.

The ideal candidate is a self-starter with strong analytical and communication skills, able to thrive in a fast-paced environment. A bachelor's degree in finance or related field is preferred, along with at least 4 years of relevant experience, mainly within financial services.

Qualifications

• 4+ years of relevant FP&A experience, preferably in financial services.
• Self-starter able to work in fast-paced environments.
• Ability to comprehend and communicate complex concepts.

Responsibilities

• Coordinate budgeting and forecasting processes.
• Produce presentations and analyses for management.
• Collaborate with business partners across teams.

Skills

Strong quantitative skills

Analytical skills

Proficiency in Excel

Verbal and written communication skills

Education

BA/BS in Finance, Economics, Accounting

Tools

Essbase

Visual Basic

PowerPoint

Job description

Overview

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. 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.

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.

Required Qualifications, Capabilities, and Skills

• The candidate must be a self‑starter who is able to work in a fast paced, results‑driven environment.
• 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.

Preferred Qualifications, Capabilities, and Skills

• 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.
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically.