Financial Planning & Analysis, Associate

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City is seeking an Associate for the D&PS Planning & Analysis Team to support budgeting and forecasting, delivering insights to senior management.

You will collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decisions and improve financial performance, including preparing management reports and presenting quantitative analyses to leaders. You will work with cross-functional partners to provide timely insights, build robust

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations.

Responsibilities

• Assist in managing the annual budgeting and forecasting processes.
• Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
• Produce presentations and analysis for key internal clients, including Senior Management.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Create, maintain, and review financial models and analyses.
• Conduct deep dive analyses on key issues impacting clients.
• Collaborate with business partners to ensure timely and effective delivery of initiatives.
• Build and maintain strong relationships with key business stakeholders.
• Monitor key performance indicators (KPIs) and provide actionable insights.
• Ensure accuracy and integrity of financial data and reporting.

Skills

Analytical thinking

Communication skills

Team collaboration

Presentation skills

Problem solving

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Excel

PowerPoint

Essbase

SQL

Tableau

Qliksense

Job description

Elevate your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role, you\'ll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.

As an Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the Commercial & Investment Banking (CIB) D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.

Job Responsibilities:

• Assist in managing the annual budgeting and forecasting processes.
• Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
• Produce presentations and analysis for key internal clients, including Senior Management.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Create, maintain, and review financial models and analyses.
• Conduct deep dive analyses on key issues impacting clients.
• Collaborate with business partners to ensure timely and effective delivery of initiatives.
• Build and maintain strong relationships with key business stakeholders.
• Monitor key performance indicators (KPIs) and provide actionable insights.
• Ensure accuracy and integrity of financial data and reporting.

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations.

Preferred Qualifications, Skills, and Capabilities:

• CFA, CPA, or MBA.
• Experience with SQL, Tableau, Qliksense
• Ability to build strong partnerships with colleagues and think strategically.

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).