Financial Planning & Analysis, Associate

Elevate your career as an Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance within the Commercial & Investment Banking (CIB) D&PS organization.

Responsibilities

• Assist in managing the annual budgeting and forecasting processes.
• Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
• Produce presentations and analysis for key internal clients, including Senior Management.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Create, maintain, and review financial models and analyses.
• Conduct deep dive analyses on key issues impacting clients.
• Collaborate with business partners to ensure timely and effective delivery of initiatives.
• Build and maintain strong relationships with key business stakeholders.
• Monitor key performance indicators (KPIs) and provide actionable insights.
• Ensure accuracy and integrity of financial data and reporting.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations.

Preferred Qualifications

• CFA, CPA, or MBA.
• Experience with SQL, Tableau, Qliksense.
• Ability to build strong partnerships with colleagues and think strategically.

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role.

About Us

JPMorgan Chase, 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.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Pay

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

About The Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk, and extends liquidity in markets around the world.