Asset Management - Expense Planning and Analysis - Senior Associate

Testing Site - JPMC; Plano (TX); On-site; USD 85,000 - 115,000; Full time

Job summary

Testing Site - JPMC in Plano, TX seeks an Asset Management - Expense Planning and Analysis Associate to join the FP&A team. The role focuses on expense forecasting, budgeting, and detailed analysis to drive cost control and strategic decisions.

You will lead expense and headcount management, develop financial reporting, and partner with FP&A Managers and CFOs to present insights and recommendations. Strong Excel, PowerPoint, and Anaplan skills are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance or a technical field.
• 4+ years of related work experience in FP&A or expense planning.
• Advanced Excel skills and proficiency with PowerPoint and Anaplan.
• Inquisitive, proactive and able to communicate clearly with senior management.
• Ability to analyze large data sets and present concise conclusions.

Responsibilities

• Manage expense budgeting, forecasting and variance analysis.
• Prepare reporting and analytics, including location strategy and span of control.
• Build business cases and track performance metrics for senior management.
• Oversee month-end close processes, and year-end budget planning.
• Design new reports and dashboards to efficiently deliver results.

Skills

Excel

PowerPoint

Anaplan

Education

Bachelor’s degree in Accounting or Finance

Job description

The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting, budgeting, and analysis. This position supports strategic decision-making through detailed expense insights, ensuring effective cost control and alignment with business goals.

As an Asset Management - Expense Planning and Analysis - Associate within the Financial Planning & Analysis (FP&A) team, you will be responsible for expense and headcount management, delivering value-added financial reporting and analysis, and assisting with strategic direction and decision making. You will provide leadership across the FP&A teams and interact regularly with FP&A Managers, line of business CFOs, and peers across Finance & Business Management and the business.

Job responsibilities:

• Handle expense and headcount budgeting, reporting, forecasting and analysis.
• Perform reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.
• Create financial business cases supporting business initiatives.
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management.
• Handle oversight of the process to deliver 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 presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes, introduce automation where possible.

Required qualifications, capabilities, and skills:

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature.
• 4+ years of work experience
• Advanced skills in Excel, PowerPoint and Anaplan.
• 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 FP&A Teams.
• Highly motivated self-starter with excellent time management/prioritization skills.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills:

• Preferred experience in Financial Services, and/or accounting/controller background.