Treasury Financial Planning & Analysis, Senior Associate

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Testing Site - JPMC in New York seeks a Treasury Financial Planning & Analysis Senior Associate within the CIB Treasury P&A team to drive planning cycles, balance sheet analysis, and resource optimization in a high‑intensity environment.

You will Partner with CIBT and LE Treasurer, deliver ad-hoc analyses, and contribute to communications to senior management, including the Operating Committee, while leveraging Excel, Alteryx, Tableau, and AI tools.

Qualifications

• 4+ years in financial planning and analysis, treasury, or related banking roles.
• Strong accounting knowledge, balance sheet, and CIB product understanding.
• Proven ability to handle high-complexity environments.
• Excellent communication and detail-oriented with leadership capability.

Responsibilities

• Contribute to regular P&A cycles across key financials such as Balance Sheet & SLR.
• Monitor Balance Sheet usage and volatility with CIB lines for future needs.
• Provide ongoing updates to the CIB Treasurer.
• Prepare communications and presentations for senior management, including C-suite.
• Collaborate with CIBT P&L and LE Treasurer to monitor resource usage.
• Provide ad-hoc analyses supporting earnings and other deliverables.
• Support control and efficiency initiatives and improve documentation.

Skills

Financial planning & analysis

Treasury knowledge

CIB products understanding

Analytical skills

Communication skills

Leadership

Excel proficiency

Relationship management

Tools

Excel

Alteryx

Tableau

AI Tools

Job description

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.

As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

Job responsibilities

• Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
• Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
• Provide ongoing updates to CIB Treasurer
• Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
• Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
• Provide ad-hoc analysis supporting key deliverables such as earnings etc.
• Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills

• 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
• Strong understanding of accounting principles, balance sheet and CIB product
• Proven record in high complexity/intensity environment
• Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
• Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
• Meticulous attention to detail
• Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
• Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
• Strong relationship management skills
• Proficiency in Excel
• Experience with Alteryx, Tableau, and AI tools

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).