Strategic FP&A Analyst — Forecasting, Dashboards & Insights

Next Frontier Capital; Plano (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Associate to partner across teams for budgeting, forecasting, and management reporting. You will analyze financial and technical data, produce reporting, and provide commentary explaining performance drivers.

The role emphasizes building dashboards, improving controls, and supporting senior leaders with business cases and ad hoc analysis, while helping automate processes to reduce cycle times.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related discipline.
• 3+ years of experience in Financial Services or accounting/controller roles.
• Advanced Excel and PowerPoint skills.
• Proficiency in data mining, gathering, and manipulating large datasets.
• Strong analytical and problem-solving abilities; able to synthesize conclusions.
• Excellent verbal and written communication.
• Ability to produce ad hoc reporting for senior management.
• Experience delivering projects with limited lead time.
• Self-motivated, detail-oriented, and able to work under pressure.

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 thinking

Communication skills

Time management

Teamwork

Problem solving

Self-motivation

Education

Bachelor’s degree in Accounting or Finance

Job description

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Associate to partner across teams for budgeting, forecasting, and management reporting. You will analyze financial and technical data, produce reporting, and provide commentary explaining performance drivers.

The role emphasizes building dashboards, improving controls, and supporting senior leaders with business cases and ad hoc analysis, while helping automate processes to reduce cycle times.