Lead Financial Analyst, FP&A & Strategy

JP Morgan Chase; Lake Township (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JP Morgan Chase in the United States seeks a seasoned Financial Analyst to deliver strategic financial analysis, build business cases, and support forecasting and reporting across growth segments.

The role emphasizes P&L analysis, discounted cash flow modeling, scenario planning, and presenting insights to senior leadership. Ideal candidates have 4+ years in FP&A and strong Excel/PowerPoint skills.

Qualifications

• Bachelor's in Finance, Accounting, Economics, Mathematics, Business or related field.
• 4+ years of financial analysis or FP&A experience.
• Strong understanding of P&L drivers, profitability analysis and DCF modeling.
• Experience developing financial business cases with scenario and sensitivity analyses.
• Strong analytical and communication skills; able to present executive-ready materials.

Responsibilities

• Provide financial analysis and data-driven insights supporting Emerging Growth Segments and strategic business priorities
• Analyze segment and product P&Ls, including variance analysis across actuals, forecasts and budgets, and clearly articulate key business drivers
• Develop financial business cases, discounted cash flow models, and scenario and sensitivity analyses to evaluate strategic initiatives and investment opportunities
• Conduct customer, segment and profitability analyses to identify trends, opportunities and financial implications that inform business decisions
• Prepare and present Business Unit Review (BUR), management reporting and executive-level materials, translating financial results into clear insights and recommendations
• Support forecasting, target setting and performance monitoring by connecting financial results with underlying business and customer drivers
• Partner across Finance, Segment, Product, Strategy and Analytics teams to align assumptions, evaluate business performance and support strategic decisions
• Develop ad hoc financial and customer analyses addressing emerging business questions and opportunities
• Identify opportunities to enhance analytical frameworks, reporting and processes through simplification and automation
• Build strong stakeholder relationships and communicate complex financial concepts clearly to Finance and non-Finance audiences

Skills

Financial analysis

FP&A

Excel modeling

PowerPoint

Stakeholder communication

Education

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

Tools

Excel

PowerPoint

Job description

JP Morgan Chase in the United States seeks a seasoned Financial Analyst to deliver strategic financial analysis, build business cases, and support forecasting and reporting across growth segments.

The role emphasizes P&L analysis, discounted cash flow modeling, scenario planning, and presenting insights to senior leadership. Ideal candidates have 4+ years in FP&A and strong Excel/PowerPoint skills.