Associate, Planning and Analysis

JPMorgan Chase & Co.; Town of Newark (WI); On-site; USD 75,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Associate in Planning and Analysis within the FP&A group in the United States. You will coordinate budgeting and forecasting, prepare management reports, and deliver presentations for senior leadership.

Applicants should have 3+ years FP&A experience, strong Excel/PowerPoint skills, and proven ability to work in a fast-paced environment. Authorization to work in the United States is required.

Qualifications

• BA/BS in Finance, Economics or Accounting is required.
• Strong financial modeling and variance analysis abilities.
• Excellent communication and presentation skills.

Responsibilities

• Coordinate budgeting and forecasting processes across firm-wide FP&A.
• Produce management reports and presentations for senior management.
• Develop and review financial models and analyses (recurring and ad-hoc).
• Support deep-dive analyses to identify root causes and solutions.
• Collaborate with business partners to ensure timely and accurate deliveries.

Skills

FP&A experience

Analytical thinking

Communication

Presentation skills

Multi-tasking

Education

Finance degree

Economics degree

Accounting degree

Tools

Excel

PowerPoint

Essbase

VBA/macros

Job 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.

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

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

Required qualifications, capabilities, and skills

• Self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting
• At least 3 years of relevant FP&A experience 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; 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
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

• CFA, CPA, MBA a plus

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).