Financial Planning and Analysis Associate

CAO Financial Planning & Analysis(Essbase and AnaplanXL)-Associate

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

As an Associate in Corporate Sector FP&A supporting the CAO CFO organization, you will own and coordinate core management reporting and planning deliverables across full P&L, expense, and headcount. You will lead consolidation, variance analysis, and driver-based insights, and produce senior-ready materials used to inform business decisions. You will partner closely with CAO Finance & Business Management, Controllers, and firmwide planning teams to ensure timely, accurate submissions and continuous process improvement leveraging Essbase and AnaplanXL.

 

Job Responsibilities

• Be responsible for budgeting, forecasting and reporting of monthly & budget financials
• Develop and present driver-based qualitative and quantitative analysis (run-rate, trend, initiative impacts, HC movements, and key assumptions)
• Serve as a liaison between Firm-wide P&A, business managers and Functional Finance teams and other support teams 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
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets 
• Champion process improvements and automation initiatives to optimize workflows and models and increase operational efficiency
• 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

 

 Required qualifications, capabilities, and skills 

• Strong financial acumen across P&L, expense, and headcount planning, including variance analysis and forecasting
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros; ability to synthesize multiple data sets into an executive-ready story
• Strong stakeholder management skills; able to operate under tight deadlines and changing priorities with high attention to detail
• 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
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• 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

 

 Preferred qualifications, capabilities, and skills 

• B. Com/BA/BS in Finance, Economics, Accounting (MBA is a plus)
• 3+ years of relevant FP&A / planning / management reporting experience (financial services preferred)
• Excellent MS Office skills – Excel and PowerPoint. Knowledge of AnaplanXL will be a plus (please highlight in CV)
• Experience improving planning/reporting processes or implementing new templates/models

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Experience Level

Mid Level