Financial Planning & Analysis- Associate

JPMorganChase; Mumbai; On-site; INR 1,200,000 - 1,600,000; Full time

Job summary

JPMorganChase in Mumbai seeks an Associate for Financial Planning & Analysis to lead budgeting and forecasting, coordinating earnings projections and management reports. You will produce analyses and presentations for senior management and support strategic initiatives.

The role emphasizes building financial models, cross-functional collaboration, and robust quantitative insights to drive informed decisions across lines of business in a fast-paced environment.

Qualifications

• BA/BS in Finance, Economics, Accounting; CFA/CPA/MBA a plus.
• At least 8 years of FP&A experience, preferably in financial services.
• Strong communication and presentation skills.

Responsibilities

• Serve as liaison between FP&A, lines of business and support teams to deliver reporting and analyses.
• Produce presentations and materials for senior management; support ad-hoc projects.
• Develop, consolidate and present financial analysis including budgets and forecasts; variances.
• 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, accurate delivery of initiatives.
• Build strong relationships with key stakeholders across firm’s P&A teams.

Skills

Excel

PowerPoint

Essbase

VB/macros

Education

BA/BS in Finance, Economics, or Accounting

CFA/CPA/MBA a plus

Tools

Visio

Job description

Job Description

As an Associate in FP&A, Promote budgeting and forecasting while coordinating management reports and presentations as an Associate in Planning and Analysis.

Job Description

As an Associate in FP&A, Promote budgeting and forecasting while coordinating management reports and presentations as an Associate in Planning and Analysis.

Job Summary

As an Associate in Financial Planning & Analysis (FP&A), you will lead and coordinate the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

Job 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

Preferred Qualifications

• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 8 years of relevant FP&A experience, preferably in the financial services industry

Required Qualifications, Capabilities, And Skills

• 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 technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• 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

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

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.