Financial Planning and Analysis Associate - Cards & Connected Commerce

Planning & Analysis Card & Connected Commerce - Associate

The Cards & Connected Commerce Finance team provides real-time insights to Cards & Connected Commerce leadership on Business Performance, Annual operating plans, Standard financial reporting & Bespoke analysis. The team is structured with dedicated CFO’s or CFO support teams, with each card product having its own on dedicated P&L and subsequent Balance sheet impacts. Team is adept translating business scenarios to actionable financial insights and is called upon to help on real time business decisioning on a variety of topics. 

As an Associate in the Planning & Analysis Card & Connected Commerce team, you will be primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

          Job Responsibilities

• Ensure coordinating the budgeting and forecasting process for the Cards & Connected Commerce business
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances 
• Serve as a liaison between Firm-wide P&A, lines of business, 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 
• Conduct "deep dive" analyses on key issues impacting client to determine root cause 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: firm-wide, Functional Finance and lines of business teams 

   

   

  Required qualifications, capabilities and skills

   

• Graduation in Finance & Accounting 
• Minimum 6 years of overall experience in Financial Planning & Analysis
• 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. Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management 
• 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. 

• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations Strong technical and analytical skills, including Excel, PowerPoint, Essbase

   

  Preferred qualifications, capabilities, and skills 

• CFA, CPA, MBA, preferably within the banking or 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

Senior Level