FP&A Associate: Forecasting, Analytics & Automation

Next Frontier Capital; Plano (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Associate in Planning and Analysis within FP&A to coordinate budgeting and forecasting, and to prepare management reports for senior leadership.

You will build and maintain financial models, partner with multiple stakeholders, and perform in-depth analyses to drive strategic decisions using Python, Alteryx, and automation tools. Strong communication and rigorous analytics are essential.

Qualifications

• 2+ years of FP&A experience.
• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• Self-starter in a fast-paced environment with shifting priorities.
• Strong written and verbal communication for executive storytelling and presentations.
• Proficiency in financial modeling and analyzing large data sets.
• Experience with automation tools (Alteryx, VBA) to improve reporting.

Responsibilities

• Partner with the broader team to manage annual and ongoing financial planning for product areas; deliver month-end performance analysis and forecasts (revenue, expenses, headcount, balance sheet, ROE, etc.).
• Build, maintain, and review financial models and analyses (recurring and ad hoc).
• Collaborate with stakeholders to deliver recurring and ad hoc initiatives accurately and on time.
• Perform deep-dive analyses on key business drivers to identify root causes and recommend actions.
• Build relationships with stakeholders across Finance and FP&A teams.
• Support the digital transformation agenda by improving reporting efficiency and automating reports/processes.

Skills

FP&A experience

Communication

Financial modeling

Data analysis

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Essbase

VBA

Macros

Job description

JPMorgan Chase & Co. is seeking an Associate in Planning and Analysis within FP&A to coordinate budgeting and forecasting, and to prepare management reports for senior leadership.

You will build and maintain financial models, partner with multiple stakeholders, and perform in-depth analyses to drive strategic decisions using Python, Alteryx, and automation tools. Strong communication and rigorous analytics are essential.