FP&A Associate: Strategic Financial Planning & Analysis

JPMorgan Chase; Chicago (IL); On-site; USD 76,000 - 100,000; Full time

Job summary

JPMorganChase is seeking a Financial Analysis Associate in Chicago to partner across Finance for budgeting, forecasting, and management reporting. You will analyze data, produce reporting, and support senior leaders with business cases and key metrics.

You will help enhance controls, design new reports, and drive automation to improve cycle times while coordinating with FP&A teams across the entity.

Qualifications

• 3+ years of experience in Financial Services and/or an accounting/controller role
• Advanced Excel and PowerPoint skills
• Proficiency in data mining, gathering, and manipulating large datasets
• Strong analytical and problem-solving skills; able to synthesize conclusions concisely
• Inquisitive, enthusiastic, diligent, and comfortable constructively challenging peers
• Strong verbal and written communication; able to clearly explain complex issues
• Ability to produce ad hoc reporting for senior management
• Proven track record executing special projects/assignments with limited lead time or information
• Highly motivated self-starter with excellent time management and prioritization
• Team-oriented partner trusted by Business, Finance, and FP&A teams; performs well under pressure and tight deadlines

Responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Skills

Advanced Excel

PowerPoint

Data mining

Analytical skills

Communication skills

Ad hoc reporting

Time management

Self-starter

Team-oriented

Problem solving

Education

Bachelor’s degree in Accounting, Finance, or related technical discipline

Job description

JPMorganChase is seeking a Financial Analysis Associate in Chicago to partner across Finance for budgeting, forecasting, and management reporting. You will analyze data, produce reporting, and support senior leaders with business cases and key metrics.

You will help enhance controls, design new reports, and drive automation to improve cycle times while coordinating with FP&A teams across the entity.