Senior Associate, Data Production and Enablement

JPMorgan Chase & Co.; Newark (DE); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. seeks an FP&A professional to lead budgeting, forecasting and scenario analyses, partnering with lines of business and firm-wide finance teams. You will produce management reports for senior leaders and support ad-hoc projects.

The role requires strong Excel-based modelling, clear communication skills and the ability to synthesize complex data into actionable recommendations while maintaining rigor under pressure.

Qualifications

• The candidate must be a self-starter who can thrive in a fast-paced, results-driven environment.
• BA/BS in Finance, Economics or Accounting, CFA/CPA/MBA a plus.
• 4+ years of FP&A experience, preferably in financial services.
• Strong judgment, integrity and ability to manage multiple tasks with changing priorities.
• Able to clearly communicate complex concepts and perform under pressure.
• Excellent organizational, verbal and written communication skills.
• Strong quantitative, analytical and problem-solving skills.
• Proficient with Excel, PowerPoint, Essbase and VBA/macros.
• Ability to synthesize multiple data sets into clear recommendations.

Responsibilities

• Serve as a liaison between Firm-wide P&A, lines of business and support teams for reporting and analysis.
• Produce presentations and materials for senior management; support ad-hoc projects.
• Develop, consolidate and present financial analyses including budgets and forecasts.
• Create, maintain and review financial models and analyses (recurring and ad-hoc).
• Conduct deep-dive analyses on key issues to identify root causes and solutions.
• Collaborate across P&A and business lines to deliver timely initiatives.
• Build strong relationships with stakeholders across the firm.

Skills

Self-starter

Fast-paced

Verbal & written communication

Multi-tasking

Analytical thinking

Problem solving

Detail oriented

Team oriented

Adaptability

Education

BA/BS in Finance or Economics (CFA, CPA, MBA a plus)

Tools

Excel

PowerPoint

Essbase

Visual Basic

Macros

Job description

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Primary Responsibilities

• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
• Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Qualifications

• The candidate must be a self-starter who is able to work in a fast paced, results driven environment
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 4 years of relevant FP&A experience, preferably in the financial services industry
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
• The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically