Financial Analysis [Multiple Positions Available]

JPMorgan Chase; Jersey City (NJ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Base salary + incentive pay

Job summary

JPMorgan Chase in Jersey City, NJ, is seeking an experienced FP&A professional to support scenario planning, long-term forecasting, and cross-functional finance initiatives. You will drive month-end close, annual budgeting, and multi-year planning across regions, with a focus on accuracy, consistency, and strategic alignment with regulatory standards.

Responsibilities include building interactive dashboards, automating reporting, coordinating FP&A migrations, and delivering actionable insights

Qualifications

• Bachelor's degree in Engineering, Accounting, Finance or Information Systems plus 7 years in financial analysis or FP&A.
• Experience with budgeting, forecasting, and financial statement analysis using the listed tools.
• Ability to manage month-end close and annual budget cycles with cross‑unit collaboration.

Responsibilities

• Support scenario planning and long-term forecasting for an expense organization with FP&A leads.
• Develop and maintain financial dashboards for expenses, allocations, and headcount.
• Lead automation of reporting and end-to-end FP&A processes across RM&C and related functions.
• Coordinate financial system migrations, including planning, script development, and testing.
• Provide insights by analyzing data across regions, countries, and business units to improve profitability.

Skills

Excel

VBA

Power Query

Alteryx

Tableau

SQL

Essbase Planning

Forecasting

Budgeting

Education

Bachelor's degree in Engineering/Accounting/Finance/IS

Tools

Essbase Planning

Power BI

Excel

SQL

Job description

Duties

Support scenario planning, long-term forecasting, and deliver tailored solutions for ad-hoc requests. Demonstrate expertise in JPMC financial systems, processes, and reporting timelines. Identify risks and opportunities to align decisions with firmwide objectives and regulatory standards. Conduct financial planning and forecasting of an expense organization with Financial Planning & Analysis (FP&A) leads, executing agendas for monthly, annual, and multi-year horizons. Month-end close, annual forecasting, and budgeting, focusing on precision and consistency. Analyze financial data across business dimensions such as managed versus non-managed, regional, country, sub-group, and functional group to provide actionable insights. Identify and resolve any business areas of improvements, assisting with projects that drive operational efficiency and financial performance. Translate complex requirements into actionable solutions and deliver results. Drive transparent and strategic cost distribution of expense allocation, collaborating with global teams to manage complexity. Drive automation initiatives to reduce manual tasks and enhance productivity, including designing interactive reporting solutions. Develop and maintain financial dashboards for expenses, allocations, and headcount, integrating data from various platforms. Coordinate financial system migrations, including planning, script development, training, report migration, and testing for seamless transitions and data integrity. Build out a tool to enable consistent and efficient end-to-end FP&A processes across Risk Management & Compliance (RM&C) by reimagining reporting and process frameworks, developing new analytics capabilities, and connecting the entire process for enhanced visibility and strategic alignment.

Qualifications

Minimum education and experience required: Bachelor's degree in Engineering (any), Accounting, Finance, Information Systems, or closely related field of study plus 7 years of experience in the job offered or as Financial Analysis or related occupation. Skills Required: This position requires experience with the following: Budgeting, forecasting, preparing, and analyzing financial statements using Essbase Planning, Excel, VBA, Power Query, Alteryx, and Tableau for a multinational organization with multiple legal entities and diverse lines of business; navigating organizational hierarchies including managing financial processes across various reporting structures and business units, supporting an enterprise workforce spanning multiple business units; managing month-end close and annual budget cycles, ensuring accuracy, timeliness, insightful analysis, and alignment of business objectives using Excel, VBA, Power Query, Alteryx, Tableau, and SQL; handling annual expense allocations of a multinational organization across diverse business units and product lines using Excel, Alteryx, and Tableau; developing and governing transparent allocation methodologies across various business units accounting for multi-region impacts; analyzing cost drivers and providing insights to optimize resource utilization and profitability; building high-impact financial scenarios for planning, sensitivity analysis, and what-if simulations, factoring in multi-currency transactions across global regions using Excel, VBA, and Power Query; architecting and deploying innovative solutions utilizing a range of modern tools and technologies including Excel, VBA, Power Query, Alteryx, Tableau, and SQL to streamline data processing, enhance accuracy, and improve reporting efficiency for financial data retrieval, integration, and upload, supporting a high volume of ad-hoc analytical requests and multiple long-term planning projects annually through automation, and custom reporting frameworks; utilizing Microsoft Excel for financial analysis including advanced formulas, pivot tables, VBA scripting, and Power Query; designing and maintaining dynamic models and interactive dashboards to support data-driven decision-making; synthesizing financial data into clear presentations using PowerPoint and delivering insights and recommendations to executives and stakeholders; developing interactive dashboards and analytical reports using leading BI platforms including Tableau and Power BI; automating data extraction, transformation, and loading using modern user tools including Power Query and Alteryx to improve efficiency and data integrity; and leading finance projects, including process reengineering, system migrations, and automation.

Job Location

545 Washington Boulevard, Jersey City, NJ 07310. This position requires up to 10% domestic travel for meetings with team members and business stakeholders.

Benefits

• We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements.