Planning & Analysis - Associate

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

As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be providing real-time insights to Cards & Connected Commerce leadership on Business Performance, Annual operating plans, Standard financial reporting, Bespoke analysis, Investment decisioning, Marketing analytics, Card P&A, Card Forecasting Modelling and Financial Analytics. You will be the part of the group helps senior executives understand, manage, forecast and plan the financial profitability of the business. You will be responsible for managing the monthly and quarterly forecast, CCAR Stress testing, earnings press release process, and annual budget/mid-year forecast reporting.  

Job Responsibilities:

• Analyze performance and forecasts for Connected Commerce business units.
• Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis, including annual budgets and quarterly/monthly forecast variances.
• Produce presentations, analysis, and supporting materials for key internal clients, including senior management; participate in and support ad-hoc special projects and requests as needed.
• Conduct "deep dive" analyses on key issues impacting clients to determine root causes and propose solutions.
• 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, including firm-wide, Functional Finance, and lines of business teams.

Required qualifications, capabilities, and skills:

• Graduation in Finance, Economics, Accounting.
• Self-starter who is able to work in a fast paced, results driven environment
• 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
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem solving skills

Preferred qualifications, capabilities, and skills:

• CFA, CPA, MBA a plus
• Minimum 5 years of overall experience , at least 3 years of relevant FP&A experience, preferably in the financial services industry

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