Job Description

Job Category: Financial Analysis
:
Join our dynamic Planning and Analysis team and play a key role in shaping the financial future of our organization. Make an impact by delivering insightful analysis and supporting senior management in strategic decisions.
As a Financial Planning and Analysis (FP&A) Associate within the FP&A team, you will coordinate budgeting and forecasting processes, project earnings and capital, and collaborate with firmwide teams. Your work will directly support senior management and influence key business decisions through impactful reporting and analysis.
Job Responsibilities

• Coordinate budgeting and forecasting processes, including short- and long-term projections.
• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance, and support teams.
• Prepare management reports and presentations for senior leadership.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Create, maintain, and review financial models and analyses.
• Conduct deep-dive analyses to identify root causes and propose solutions.
• Collaborate with business partners to ensure timely and accurate delivery of initiatives. Build and maintain strong relationships with key business stakeholders.
• Produce presentations and supporting materials for key internal clients. Support ad-hoc special projects and requests as needed.
• Ensure effective delivery of recurring and ad-hoc reporting initiatives.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree in Finance, Economics, or Accounting
• Atleast 1 year experience in finance/ planning and analysis/business management within a bank or financial services firm
• Strong quantitative, analytical, and problem-solving skills.
• Excellent organizational, management, verbal, and written communication skills.
• Proficiency in Excel, PowerPoint, Essbase, Visual Basic, and macros.
• Ability to synthesize multiple data sets into cohesive presentations and recommendations.
• Detail-oriented with the ability to manage multiple projects under pressure.
• Team-oriented, inquisitive, and critical thinker.
• Ability to build strong partnerships and work collaboratively.
• Self-starter able to thrive in a fast-paced, results-driven environment. Desire to learn quickly, be flexible, and think strategically.

Preferred Qualifications, Capabilities, and Skills

• CFA, CPA, or MBA.
• Experience with financial modeling and analysis
• Advanced skills in data visualization and reporting tools.
• Experience supporting senior management or executive teams.
• Strong relationship-building skills across business functions.
• Experience managing ad-hoc projects and initiatives.

About Us: J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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 professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Skills Required