JP Morgan Chase – Associate – Financial Planning & Analysis J.P. Morgan

The Corporate Institute; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

JPMorganChase in Bengaluru seeks an FP&A Associate to coordinate budgeting and forecasting, and deliver management reporting for Senior Management. You will support short- and long-term earnings projections and capital plans, partnering with lines of business across the firm.

Strong Excel, PowerPoint, and financial modeling skills are required, with 4+ years FP&A experience in financial services preferred. This role is full-time and based in Bengaluru.

Qualifications

• Bachelor’s degree in Finance or Accounting (CA, CPA, MBA a plus)
• 4+ years of FP&A experience
• Experience in financial services industry would be beneficial
• Ability to build strong partnerships with colleagues and stakeholders

Responsibilities

• Serve as liaison between P&A, Finance teams and other 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 budget and forecast variances
• Create 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 delivery of initiatives
• Build relationships with stakeholders across the firm

Job description

Description

You are a strategic thinker passionate about enabling strong financial decision-making through disciplined planning, forecasting, and management reporting. You have found the right team.

As an Associate in Planning and Analysis within Financial Planning & Analysis (FP&A), you will spend each day coordinating the budgeting and forecasting process and delivering management reports and presentations for Senior Management. You will be responsible for supporting short- and long-term projections of earnings and capital across varying economic scenarios, partnering closely with firmwide groups across each line of business.

Our FP&A teams are responsible for a wide range of activities including leading budgeting and forecasting cycles, developing scenario-based earnings and capital outlooks, and producing management reporting and presentations that support Senior Management decision-making.

Job Responsibilities

• Serve as a liaison between Line of Business P&A, 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

• Self-starter who is able to work in a fast paced, results driven environment
• Sound judgement, 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
• 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 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

• Bachelor’s degree in Finance, Accounting or a subject of a technical nature (CA, CPA, MBA a plus)
• 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

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 our FAQs for more information about requesting an accommodation.

Location

Bengaluru

Job Type

PERMANENT, FULLTIME