Financial Planning & Analysis- Analyst

JPMorgan Chase Bank; Bengaluru; On-site; INR 1,400,000 - 1,900,000; Full time

Job summary

JPMorgan Chase Bank in Bengaluru seeks a Financial Planning Analysis Analyst within the Consumer Banking Finance team. You will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

Key qualifications include a bachelor's in accounting or finance and advanced Excel/PowerPoint skills, with strong communication, integrity, and the ability to work under pressure on tight deadlines.

Qualifications

• Bachelor's degree in Accounting, Finance or related technical field.
• Advanced skills in Excel and PowerPoint.
• Inquisitive, enthusiastic and diligent, capable of challenging peers.
• Strong verbal and written communication skills to articulate complex issues clearly.
• Highly motivated and able to thrive under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.

Responsibilities

• Calculation and consolidation of month-end results, forecast, and budget for future years.
• Perform variance analysis and provide commentary on changes from prior forecasts/budgets.
• Produce weekly/monthly/quarterly reporting and ad hoc insights for senior management.
• Enhance controls and streamline processes, introducing automation where possible.
• Collaborate on projects to drive global consistency and create synergies across the team.

Skills

Strong communication

Written communication

Team player

Thrives under pressure

Attention to detail

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerPoint

Job description

About the Employer

JPMorgan Chase Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.4 trillion and operations worldwide, serving millions of consumers and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Global Finance Business Management (GFBM) India is part of the firm's global capability center and the Office of the CFO, supporting the Finance function responsible for quarterly earnings reporting, regulatory compliance and capital management. Established in 2002, GFBM India has over 3,400 professionals across Mumbai, Bengaluru and Hyderabad, supporting four key pillars of work aligned to major lines of business including Corporate Investment Banking, Commercial Banking, Consumer Community Banking, Asset Wealth Management and Corporate/Firmwide functions. The scale and diversity of GFBM India offer extensive opportunities to learn, grow and build a long‑term career within a strong, inclusive culture that values diverse perspectives and promotes continuous improvement, and this role is within the Consumer Banking Finance team in Bangalore, part of the Banking and Wealth Management line of business.

As a Financial Planning Analysis Analyst in the Consumer Banking Finance team in Bangalore, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

Job Responsibilities

• Calculation and consolidation of the month‑end results, the forecast for the remainder of the year, and the budget for future years
• Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets
• Produce weekly/monthly/quarterly and adhoc reporting of the results and drivers for senior management
• Enhance controls and streamline processes, introducing automation where possible
• Work on projects to drive global consistency and create synergies across the team

Required qualifications, capabilities, and skills

• Bachelor s degree in Accounting, Finance or a subject of a technical nature
• Advanced skills in Excel and PowerPoint
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA Teams