As an Associate in Financial Planning and Analysis, you will manage budgeting, forecasting, cost allocation processes, and produce management reports while driving automation and analysis for performance insights.
Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As an Associate in Planning and Analysis within our financial team, you will coordinate the budgeting and forecasting process, and prepare management reports and presentations. Your responsibilities will include executing monthly and quarterly cost allocation processes, ensuring accuracy and timeliness, and collaborating with source teams to resolve data gaps and volume inconsistencies. You will perform rigorous checks on allocation inputs to ensure data integrity and transparency, and work closely with other teams to validate the end-to-end flow of volumes and allocations. Your role will also involve automating existing processes, identifying anomalies, and promoting corrective actions with appropriate stakeholders. You will conduct cost analysis to understand trends, variances, and business unit performance, providing actionable insights to optimize resource usage and cost efficiency. Lastly, you will support budget vs. actual comparisons, forecast accuracy, and root cause analysis, while preparing reports and dashboards for business units, service owners, and senior management.
Job Responsibilities
Required qualifications, capabilities, and skills
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 FAQs for more information about requesting an accommodation.
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.
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As an Associate in Planning and Analysis within our financial team, you will coordinate the budgeting and forecasting process, and prepare management reports and presentations. Your responsibilities will include executing monthly and quarterly cost allocation processes, ensuring accuracy and timeliness, and collaborating with source teams to resolve data gaps and volume inconsistencies. You will perform rigorous checks on allocation inputs to ensure data integrity and transparency, and work closely with other teams to validate the end-to-end flow of volumes and allocations. Your role will also involve automating existing processes, identifying anomalies, and promoting corrective actions with appropriate stakeholders. You will conduct cost analysis to understand trends, variances, and business unit performance, providing actionable insights to optimize resource usage and cost efficiency. Lastly, you will support budget vs. actual comparisons, forecast accuracy, and root cause analysis, while preparing reports and dashboards for business units, service owners, and senior management.
Job Responsibilities
- Executing monthly and quarterly cost allocation processes, ensuring accuracy and timeliness. Collaborate with source teams to resolve data gaps and volume inconsistencies.
- Performing rigorous checks on allocation inputs (usage volumes, cost centers, rate cards) to ensure data integrity and transparency.
- Working closely with upstream and downstream teams to validate the end-to-end flow of volumes and allocations. Automate the existing process.
- Identifying anomalies and driving corrective actions with appropriate stakeholders. Conduct cost analysis to understand trends, variances, and business unit performance.
- Providing actionable insights to optimize resource usage and cost efficiency.
- Supporting budget vs. actual comparisons, forecast accuracy, and root cause analysis.
- Preparing reports and dashboards for business units, service owners, and senior management.
Required qualifications, capabilities, and skills
- Minimum 5 years' experience in an analytical and financial role and should have worked on Banking products (601)
- Hands-on experience with SAPCO, particularly in processing and validating usage volumes.
- Strong Excel skills are a must, including advanced formulas, pivot tables, lookups, conditional formatting, and model building.
- Exposure to enterprise reporting or visualization tools like Power BI or Tableau.
- Strong analytical thinking, accuracy, and attention to detail.
- Effective communication and stakeholder management skills.
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 FAQs for more information about requesting an accommodation.
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.
Top Skills
Excel
Power BI
Sapco
Tableau
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