Senior FP&A Strategist, Global Investment Banking

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a seasoned Financial Planning & Analysis Senior Associate to drive financial performance through rigorous analysis and strategic insights.

You'll partner with senior leaders across the Global Investment Banking Planning and Analysis team on budgeting, forecasting, and decision support, delivering clear presentations and actionable recommendations. This high-visibility role offers exposure to senior stakeholders and the opportunity to shape growth

Qualifications

• 4+ years of experience in financial analysis and forecasting.
• Proficient with Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Strong communication and cross-functional collaboration.

Responsibilities

• Develop and execute budgeting and forecasting aligned to objectives.
• Support strategic reviews with financial insights and recommendations.
• Prepare earnings materials for the CFO with accuracy.
• Benchmark against peers to inform strategy.
• Partner with management to manage headcount and expense savings.
• Create compelling PowerPoint presentations for executives.
• Represent the Investment Bank in calls with senior leadership.
• Communicate financial insights clearly as a public speaker.
• Collaborate with cross-functional teams to support objectives.
• Analyze data and generate innovative, solution-focused ideas.
• Ensure accuracy and quality in financial analysis and reporting.

Skills

Financial analysis

Presentation skills

Cross-functional collaboration

MS Office proficiency

Education

Bachelor's degree in Business/Finance/Economics

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in New York is seeking a seasoned Financial Planning & Analysis Senior Associate to drive financial performance through rigorous analysis and strategic insights.

You'll partner with senior leaders across the Global Investment Banking Planning and Analysis team on budgeting, forecasting, and decision support, delivering clear presentations and actionable recommendations. This high-visibility role offers exposure to senior stakeholders and the opportunity to shape growth