Job Description

Job Category: Financial Analysis
:
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Planning and Analysis Associate within the Financial Planning and Analysis (FP&A) team, you will collaborate across the firm to deliver financial and strategic analysis, oversee budgeting and forecasting, and ensure coordination. You will engage in a variety of activities, including financial control, forecasting, budgeting, and analyzing financial/business metrics. Your role involves delivering management reports on a weekly, monthly, and quarterly basis, developing new reporting capabilities such as dashboards, and advising line of business CFOs on strategies to enhance profitability and efficiency. You will be tasked with analyzing, preparing, and reconciling accounting and technical data, as well as preparing reports, while continuously seeking ways to streamline processes and reduce cycle times through automation and process improvement. Additionally, you will contribute to developing recommendations that impact business procedures and operations, maintain financial and reporting systems, and support the department and team members with special projects or components of other projects as needed.
Job Responsibilities :

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Drive efficiency reporting, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytic
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills

• 6 + years of finance and/or accounting experience
• Bachelor's degree in Finance is required
• Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
• Highly proficient with Microsoft Office suite (emphasis on PowerPoint and Excel)
• Strong interpersonal skills and ability to work across a highly matrixed cross functional organization
• Ability to communicate to leadership in a concise and effective manner both verbally and written
• Be a team player who shows commitment and dedication while maintaining a positive attitude and high level of performance on time-sensitive initiatives

Preferred qualifications, capabilities, and skills

• Knowledge of SQL and Alteryx is a plus

About Us:
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 for more information about requesting an accommodation.
About the Team: Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.