FP&A Associate: Planning & Analysis & Insights

JPMorgan Chase; Plano (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking an Associate in Planning & Analysis to coordinate budgeting and forecasting, deliver management reports, and support performance analysis.

The role emphasizes cross-functional collaboration with FP&A, business management, and firmwide partners while driving actionable insights. The candidate will build and maintain financial models, perform deep-dive analyses, and help advance automation using Python, AI/ML, Sigma, and related platforms in a

Qualifications

• 2+ years of FP&A experience
• Bachelor's degree in Finance, Economics, Accounting, or related field
• Self-starter able to thrive in a fast-paced, results-driven environment
• Strong communication skills, including executive-ready storytelling and presentations
• Strong quantitative, analytical, and financial modeling skills; able to analyze large, disparate data sets and synthesize clear conclusions
• Proficiency in Alteryx and other technologies to drive process automation and efficiency
• Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented
• Collaborative team player and trusted partner to Business, Finance, and FP&A stakeholders
• Strong problem-solving ability, with a track record of identifying issues and recommending improvements across performance, strategy, and organizational effectiveness
• Preferred qualifications include experience in financial services; CFA/CPA/MBA a plus; advanced Excel and PowerPoint; Essbase and automation tools (VBA, macros) preferred

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 across P&A, Business Management, Lines of Business, and firmwide partners 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 and maintain strong relationships with key stakeholders across Functional Finance, Lines of Business, and firmwide teams
• Support the digital transformation agenda by improving reporting efficiency, automating reports/processes, and advancing analytics using tools such as Python, AI/ML, Sigma, and related platforms

Skills

FP&A experience

Financial modeling

Alteryx

Executive storytelling

Stakeholder collaboration

Education

Bachelor's degree in Finance/Economics/Accounting

CFA/CPA/MBA a plus

Tools

Essbase

VBA/macros

Job description

JPMorgan Chase & Co. in Plano, TX is seeking an Associate in Planning & Analysis to coordinate budgeting and forecasting, deliver management reports, and support performance analysis.

The role emphasizes cross-functional collaboration with FP&A, business management, and firmwide partners while driving actionable insights. The candidate will build and maintain financial models, perform deep-dive analyses, and help advance automation using Python, AI/ML, Sigma, and related platforms in a