Central Planning & Analysis Associate

Testing Site - JPMC; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Testing Site - JPMC is seeking an Associate in Financial Planning & Analysis to lead budgeting and forecasting activities, and prepare management reports for senior leadership. You will partner with P&A and other finance teams to understand results and present insights to the Operating Committee and Board.

The role emphasizes accurate, timely deliverables and collaboration across lines of business, with responsibility for various analytics and ad hoc projects in a fast-paced banking environment.

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, or related field.
• 2+ years experience handling large data sets and analyzing P&L and balance sheet drivers.
• Finance/planning experience in banking or financial services.
• Advanced Microsoft Office skills (Excel & PowerPoint).
• Experience consolidating, reviewing, analyzing and presenting financials.
• Strong analytical, problem solving, and project management abilities with a delivery focus.
• Excellent oral and written communication and relationship management.
• Detail-oriented with ability to multi-task and meet deadlines under pressure.
• Self-starter who seeks improvements and drives execution.

Responsibilities

• Prepare, consolidate, review and analyze budget and forecast data, Board updates and earnings.
• Deliver timely financial updates for Operating Committee and Regulators.
• Analyze line of business models, earnings sensitivities, and strategic initiatives.
• Support ad hoc analyses and senior management requests.
• Support additional one-off and repeatable analyses as needed.

Skills

Analytical thinking

Problem solving

Project management

Communication

Detail-oriented

Self-starter

Multi-tasking

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Tools

Excel

PowerPoint

Essbase

Hyperion

Job description

Financial Planning & Analysis (P&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.

As an Associate in Consumer & Community Banking's Central P&A team, you will partner with P&A and other finance teams in each line of business to understand business and financial results and prepare management reports and presentations for senior management including the Operating Committee and the Board of Directors.

Job Responsibilities

• Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Incomeand Net Interest Marginanalytics and analyzing business performance drivers
• Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
• Analyze line of businessbusiness models, earnings sensitivities, and strategic initiatives to enable better understanding offinancial results
• Support additional one-off and repeatable analyses as required by senior management
• Support ad hoc projects as necessary

Required qualifications, skills and capabilities

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• 2+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
• Previous experience in a finance / planning role in banking or financial services
• Advanced Microsoft Office skills (Excel & PowerPoint in particular)
• Experience in the consolidation, review, analysis and presentation of financials
• Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
• Excellent oral and written communication and relationship management skills
• Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, skills and capabilities

• Experience with internal financial systems such as Essbase and Hyperion preferred