Financial Planning & Analysis, Associate

JPMorganChase; Jersey City (NJ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase is seeking an Associate for the D&PS Planning & Analysis team to support budgeting, forecasting, and financial planning activities. You will partner with Finance Managers, Business Managers, and P&A teams to deliver insightful analyses and drive better financial performance across the organization.

You will lead and coordinate budgeting processes, prepare management reports for Senior Management, and build robust financial models to inform strategic decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3 years of experience in financial planning and analysis or a similar role within financial services.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial modeling and data analysis tools (Excel, PowerPoint, Essbase).
• Excellent communication and presentation skills.
• Ability to work collaboratively and manage multiple priorities.

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 KPIs and provide actionable insights.
• Ensure accuracy and integrity of financial data and reporting.

Skills

Analytical thinking

Communication skills

Team collaboration

Problem solving

Education

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

Tools

Excel

PowerPoint

Essbase

SQL

Tableau

Qliksense

Job description

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.

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).
JPMorgan Chase & Co. will not provide 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).
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).

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centres, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.