Financial Planning & Analysis Associate

Financial Analysis - Associate

Join Firmwide FP&A to shape senior decision-making through high-impact reporting and analysis. You will partner across lines of business and Functional Finance to deliver insights on budgets, forecasts, and key drivers. This role offers visibility with senior stakeholders and opportunities to lead deep-dive analyses and strategic projects.

As an FP&A Associate within Firmwide Planning & Analysis, you will partner across the firm to deliver impactful reporting, planning, and financial analysis for senior management. You will develop and present budget and forecast insights, build and maintain financial models, and lead deep dives to identify root causes and recommend solutions. You will collaborate with stakeholders across lines of business and Functional Finance to ensure accurate, timely, and effective delivery of recurring and ad-hoc initiatives.

Job Responsibilities 

• Serve as a liaison across Firmwide P&A, lines of business, Functional Finance, and support teams to deliver impactful reporting and planning.
• Produce presentations, analyses, and supporting materials for senior management and key internal clients.
• Develop and present qualitative and quantitative analysis across annual budgets and quarterly/monthly forecast variances.
• Create, maintain, and review recurring and ad-hoc financial models and analyses.
• Conduct deep-dive analyses on key issues, identify root causes, and propose actionable solutions.
• Collaborate across P&A, lines of business, and other partners to deliver recurring and ad-hoc initiatives accurately and on time.
• Build and maintain strong relationships with key stakeholders across Firmwide, Functional Finance, and lines of business teams.
• Support ad-hoc requests and special projects, prioritizing deliverables effectively.

Required Qualifications, Capabilities, and Skills 

• Hold a BA/BS in Finance, Economics, Accounting, or a related field.
• Bring 3+ years of relevant FP&A experience in a fast-paced environment.
• Demonstrate strong quantitative, analytical, and problem-solving skills.
• Communicate complex concepts clearly in writing and verbally while maintaining composure under pressure.
• Apply advanced Excel and PowerPoint skills, including strong modeling and presentation capabilities.
• Manage multiple tasks simultaneously with sound judgment, integrity, and attention to detail.
• Synthesize multiple datasets into cohesive presentations and recommendations for senior stakeholders.

Preferred Qualifications, Capabilities, and Skills

• Hold a CFA, CPA, or MBA qualification.
• Utilize Essbase, Visual Basic, and/or macros to automate analysis and improve efficiency.
• Demonstrate strong organizational and stakeholder management skills across functions.
• Operate as a self-starter with a proactive, results-oriented mindset in changing priorities.
• Exhibit curiosity and critical thinking to anticipate questions from senior management.
• Build strong partnerships while remaining flexible and strategic in execution.

 

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