Financial Planning and Analysis Analyst

Financial Planning & Analysis-Analyst

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Analyst of Corporate Sector Financial Planning & Analysis (FP&A) in our Finance team, you will play a critical role in supporting the CFO of Chief Administrative Office (CAO) and their Finance & Business Management teams on financial forecasting, budgeting, reporting, and strategic initiatives. Each day, you will define, refine, and deliver set goals by consolidating financials, supporting base forecasting and budgeting, and preparing firmwide submissions for P&L, expenses, headcount and other key metrics. You will collaborate closely with CAO business contacts, central teams, business managers, Firmwide P&A, Controllers and other corporate groups to deliver insightful management reporting and analysis that drive business decisions.

Job responsibilities 

• Be responsible budgeting, forecasting and reporting of financials; both monthly and budget. 
• Serve as a liaison between Firm-wide P&A, business managers and Functional Finance teams and other support teams in order 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 presenting 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 and business management 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 

• 2 years of hands-on experience in Planning and Analysis.
• 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 comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment and high quality under tight deadlines
• Excellent organizational, management, and both verbal and written communication skills
• Strong technical and analytical skills
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• 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

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Excellent MS Office skills – Excel and PowerPoint. Knowledge of AnaplanXL will be a plus (please highlight in CV)
• Highly motivated self-starter with excellent time management/prioritization skills
•  Degree in Finance, Economics, Accounting (CA/ MBA is a plus)

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