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

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

Job summary

JPMorganChase in Mumbai, India, seeks an experienced FP&A professional to lead budgeting and forecasting, coordinating short- and long-term earnings projections across business lines with a focus on accuracy and insight.

The role involves developing robust financial models, preparing management presentations for senior leadership, and partnering with firm-wide finance teams to deliver timely, data-driven analyses and recommendations that influence strategic decisions.

Qualifications

• MBA in Finance, Accounting (CFA/CPA/CA) or equivalent.
• 5+ years FP&A experience in financial services or related field.
• Strong quantitative and analytical capabilities with modeling skills.
• Excellent communication and presentation abilities.

Responsibilities

• Serve as liaison to provide impactful reporting, planning and analyses.
• Produce presentations and materials for senior management and ad-hoc projects.
• Develop, consolidate and present financial analysis including budgets and forecasts.
• Create, maintain and review financial models and analyses.
• Conduct deep dive analyses to identify root causes and propose solutions.
• Collaborate with partners to ensure timely, accurate delivery of initiatives.

Skills

Strong quantitative, analytical and

problem solving skills

Communication of complex concepts

Detail oriented and multi-tasking

Education

MBA in Finance, Accounting (CFA, CPA or CA)

Tools

Excel

PowerPoint

Essbase

Visual Basic

Macros

Job description

Description:

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.

Primary 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.

Qualifications:

• The candidate must be a self-starter who is able to work in a fast paced, results driven environment.
• MBA in Finance, Accounting (CFA, CPA or CA).
• At least 5+ years of relevant FP&A experience, preferably in the financial services industry.
• 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.
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically.

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 FAQs for more information about requesting an accommodation.

Location:

Mumbai, India.

Industry:

IT.

Job Type:

Permanent, Fulltime.

Experience:

5+ years.