Planning & Analysis - Associate

Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. You will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will also be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities

• Manage annual and ongoing financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics.
• Create financial business cases to support business initiatives.
• Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand the key drivers of results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
• Help design new reports and dashboards to efficiently deliver financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills:

• Bachelor's degree in Accounting, Finance, or a technical subject. Minimum 5 years of work experience in FP&A or a related field.
• Advanced skills in Excel and PowerPoint are essential.
• Technical Proficiency: Strong skills in Alteryx, Tableau, and Python for data automation and process improvement.
• Proficiency with data mining, gathering, and manipulation of data sets.
• Inquisitive, enthusiastic, and diligent, with the capability to challenge peers constructively.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Ability to create ad hoc reporting for senior management.
• Proven track record for executing on special projects/assignments with often little lead time or information.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Highly motivated self-starter with excellent time management and prioritization skills. Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills:

• CFA, CPA, MBA a plus.
• Experience preferably in Financial Services, and/or an accounting/controller background.
• Familiarity with broader automation tools and techniques to enhance process efficiency.
• Ability to adapt to a dynamic work environment and manage multiple priorities effectively.

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.