Financial Planning & Analysis Associate

JPMorganChase; Jersey City (NJ); On-site; USD 86,000 - 115,000; Full time

Job summary

JPMorganChase in Jersey City, NJ seeks an Financial Planning & Analysis Associate to support Risk Management and Compliance in planning, forecasting, reporting, and analytics for executive stakeholders.

Responsibilities include owning expense and headcount forecasts, performing trend analyses, supporting annual planning, and delivering executive-ready dashboards and reports using SQL, Python, Alteryx, Tableau, and Anaplan XL.

Qualifications

• Minimum 3 years of related experience.
• Advanced analytical and problem-solving with strategic mindset.
• Ability to deliver executive-ready deliverables with data storytelling.
• Effective communication with senior stakeholders and finance partners.
• High attention to detail and confidentiality.
• Self-motivated with ability to manage competing priorities.

Responsibilities

• Own financial performance and forecast updates for Risk expenses and headcount.
• Conduct trend analysis and monthly forecast updates for Risk.
• Support annual financial planning including run rate analysis and allocation.
• Close monthly financials with reporting adjustments and GL reviews.
• Partner with business leads to translate risks and opportunities into actions.
• Build, automate, and maintain scalable reporting using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.
• Increase efficiency through standardization, controls, and documentation.
• Develop dashboards, including headcount and non-salary expense dashboards.

Skills

Advanced analytical thinking

Executive storytelling

Communication with senior stakeholders

Attention to detail

Self-motivation

Tools

SQL

Python

Alteryx

Databricks

Tableau

Anaplan XL

Anaplan

Atoti

Hyperion/Essbase

SAP

Excel

PowerPoint

Word

Outlook

Job description

Financial Planning & Analysis Associate role supporting Risk Management and Compliance in driving planning, forecasting, reporting, and analytics for executive stakeholders.

Responsibilities

• Own financial performance and forecast updates for direct and indirect expenses for Risk, including expense and headcount variance explanations
• Conduct trend analysis and provide monthly forecast updates for Risk expense and headcount
• Support annual financial planning, including run rate analysis, expense savings opportunities, and allocation methodology
• Handle monthly financial close activities, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations
• Partner with business leads to understand risks and opportunities, future impacts, and key trends, and translate findings into actionable conclusions
• Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL
• Increase efficiency through standardization, controls, documentation, and simplification of recurring deliverables
• Develop and maintain dashboards, including headcount dashboards and non-compensation expense dashboards, with consistent definitions and metrics

Requirements

• Minimum 3 years of related experience
• Advanced analytical, critical thinking, and problem-solving skills with strategic mindset and continuous improvement focus
• Ability to produce clear, executive-ready deliverables with strong data storytelling
• Effective communication and confidence working with senior stakeholders and finance partners
• High attention to detail, sound judgment, and appropriate handling of confidential information
• Self-motivated and able to manage competing priorities while meeting deadlines in a demanding environment
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Familiarity with Hyperion/Essbase and SAP
• Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance

Technologies

• SQL, Python, Alteryx, Databricks
• Tableau, Anaplan XL, Anaplan, Atoti
• Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Hyperion/Essbase, Essbase, SAP

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Preferred Qualifications, Capabilities and Skills

• Prior P&A experience is a plus
• Experience with Essbase/Anaplan/Anaplan XL, including reporting outputs, model interaction, and planning/reporting workflows
• Knowledge of Atoti is a plus
• Strong hands-on experience with SQL is a plus, including querying, data validation, reconciliation, and performance-aware design

Team

• Global Finance & Business Management: strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk

Location: Jersey City, NJ (onsite)

Compensation: USD 85,500 - 115,000 per year

Experience: 3 years minimum