Strategic FP&A Analyst: Forecasting, Dashboards & Automation

JPMorganChase; Jersey City (NJ); On-site; USD 145,000 - 200,000; Full time

Benefits offered by this job

Health benefits

Discretionary incentive compensation

Retirement savings plan

Job summary

JPMorganChase is seeking a seasoned FP&A professional to support scenario planning, long-term forecasting, and tailored ad-hoc analyses. You will leverage Essbase Planning, Excel, VBA, Power Query, Alteryx, Tableau, and SQL to deliver precise budgeting and multi-year forecasts across global business units.

Responsibilities include month-end close, annual budgeting, and developing interactive dashboards for expense allocations and headcount.

Qualifications

• Bachelor's degree plus 7 years of related finance/analyst experience.
• Proven ability to budget, forecast, and analyze complex financial data.
• Experience with Essbase Planning, Excel, VBA, Power Query, Alteryx, Tableau and SQL; multi-entity exposure.

Responsibilities

• Support scenario planning, long-term forecasting, and ad-hoc requests.
• Conduct FP&A for expenses across regional and global dimensions.
• Own month-end close, annual budgeting, and multi-year planning cycles.
• Develop interactive dashboards for expenses, allocations, and headcount.
• Lead automation and end-to-end FP&A processes across RM&C as needed.

Skills

Budgeting

Forecasting

Excel

VBA

Power Query

Alteryx

Tableau

SQL

Power BI

Essbase Planning

Multi-currency

Education

Bachelor's degree in Engineering/Accounting/Finance/IS

Tools

Essbase Planning

Excel

VBA

Power Query

Alteryx

Tableau

SQL

Power BI

Job description

JPMorganChase is seeking a seasoned FP&A professional to support scenario planning, long-term forecasting, and tailored ad-hoc analyses. You will leverage Essbase Planning, Excel, VBA, Power Query, Alteryx, Tableau, and SQL to deliver precise budgeting and multi-year forecasts across global business units.

Responsibilities include month-end close, annual budgeting, and developing interactive dashboards for expense allocations and headcount.