Financial Planning And Analysis - Associate

JPMorgan Chase & Co.; Bengaluru; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

JPMorganChase & Co. is seeking a strategic Financial Planning & Analysis Associate within the Home Lending Finance team in Bengaluru.

The role focuses on developing, maintaining, and automating forecasting models to support strategic decisions and regulatory compliance. You will work with Home Lending leadership, finance, technology, and risk teams to implement robust forecasting solutions, gather requirements, and ensure accurate documentation for stakeholders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Analytics, or related field
• 9+ years of experience in finance, management consulting, analytics, risk, or FP&A roles
• Proficiency in Python and SQL; strong MS Office
• Experience with Essbase, Tableau, Alteryx, and Databricks
• Ability to develop, maintain and automate forecasting models and processes
• Strong critical thinking and analytical problem-solving skills
• Excellent written and verbal communication; stakeholder management
• Experience with model risk guidelines and regulatory reporting

Responsibilities

• Develop, refine, and maintain forecasting models per model risk guidelines
• Support monthly/quarterly forecasts and annual budget processes
• Lead migration of legacy models to strategic platforms; gather requirements
• Create functional requirement docs; support UAT testing
• Collaborate with Home Lending leadership, business finance, technology, risk
• Prepare model documentation for regulatory submissions and senior reports
• Provide ad-hoc analyses and actionable insights for senior management
• Ensure integrity of model inputs and outputs across Home Lending

Skills

Python

SQL

Analytical thinking

Time series

Econometrics

Communication skills

Project management

Problem solving

Education

Bachelor’s degree in Finance/Accounting/Economics/Analytics

Master’s degree (preferred)

CFA/FRM certification (plus)

Tools

Essbase

Tableau

Alteryx

Databricks

Job description

Job Description:

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

AAs a Financial Planning & Analysis - Associate in our Home Lending Finance team, you will play a critical role in developing, maintaining, and automating forecasting models and processes that promote strategic decision-making and regulatory compliance.

Job Responsibilities

• Develop, refine, and maintain qualitative models, including time series forecasting, econometric, and machine learning models, in alignment with firm’s model risk guidelines.
• Support the monthly and quarterly forecast process, and annual budget/mid-year forecast reporting for Home Lending.
• Lead or participate in the migration of legacy forecasting models to strategic platforms, including requirements gathering, feasibility studies, and documentation.
• Conduct business and process due diligence to develop functional requirement documents and support user acceptance testing (UAT), including test planning, execution, and training documentation.
• Interface with multiple stakeholders, including Home Lending leadership, business finance, technology, risk, and project teams, to communicate findings, resolve issues, and drive process improvements.
• Prepare and maintain model documentation for regulatory submissions and senior management reports, ensuring accuracy and compliance.
• Contribute to ad-hoc analyses and strategic projects, providing actionable insights and recommendations to senior management.
• Support centralized activities for Home Lending and ensure the integrity of model inputs and outputs.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance, Accounting, Economics, Analytics, or any tech field
• 9+ years of experience in finance, management consulting, analytics, risk, or financial planning & analysis roles.
• Strong critical thinking, and analytical problem-solving skills, with experience in econometric modeling (e.g., OLS, time series) and familiarity with machine learning techniques.
• Proficiency in Python (required), SQL and strong knowledge of Microsoft Office.
• Experience with analytical and database platforms such as Essbase, Tableau, Alteryx and Databricks.
• Extensive project management experience, with the ability to manage multiple tasks and deliverables simultaneously.
• Excellent written and verbal communication skills, with the ability to create clear and concise documentation and communicate effectively with stakeholders at all levels.
• Strong judgment, professional maturity, personal integrity, and a proactive, results-oriented approach.

Preferred Qualifications, Capabilities, and Skills

• Master’s degree in a quantitative field, CFA/FRM certification a plus. Master’s degree or MBA preferred.
• Experience in mortgage banking and regulatory reporting.
• Data science, AI/ML, and automation experience.
• Understanding of macroeconomic and business environments.
• Willingness to work US shifts during critical periods to collaborate with US-based teams.

Company Overview

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 ourFAQs for more information about requesting an accommodation.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.