What are the responsibilities and job description for the Senior Associate - Financial Planning & Analysis position at JPMorganChase?
Job Description
Join our Global Finance & Business Management team as a Senior Associate in Financial Planning & Analysis, where you'll lead critical budgeting and forecasting processes and present your insights to top-level executives. Be part of a dynamic environment, collaborating with diverse teams across the firm to deliver impactful reporting and strategic analyses. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. You'll work closely with business partners to ensure timely and accurate delivery of initiatives, fostering strong relationships with key stakeholders. Elevate your career by driving financial excellence and making a tangible impact on our global operations.
As a Senior Associate - Financial Planning & Analysis in our Global Finance & Business Management team, you will have the opportunity to lead budgeting and forecasting processes, prepare management reports, and present to the Operating Committee and Board of Directors. You will be part of a dynamic team, working closely with firmwide groups across various lines of business, providing impactful reporting, planning, and insightful analyses. This role offers a chance to develop, consolidate, and present robust financial analysis, maintain financial models, and conduct deep dive analyses on key issues. You will collaborate with business partners across the firm to ensure the timely, accurate, and effective delivery of initiatives. This role is a great opportunity to build and maintain strong relationships with key business stakeholders.
Job Responsibilities
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 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Join our Global Finance & Business Management team as a Senior Associate in Financial Planning & Analysis, where you'll lead critical budgeting and forecasting processes and present your insights to top-level executives. Be part of a dynamic environment, collaborating with diverse teams across the firm to deliver impactful reporting and strategic analyses. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. You'll work closely with business partners to ensure timely and accurate delivery of initiatives, fostering strong relationships with key stakeholders. Elevate your career by driving financial excellence and making a tangible impact on our global operations.
As a Senior Associate - Financial Planning & Analysis in our Global Finance & Business Management team, you will have the opportunity to lead budgeting and forecasting processes, prepare management reports, and present to the Operating Committee and Board of Directors. You will be part of a dynamic team, working closely with firmwide groups across various lines of business, providing impactful reporting, planning, and insightful analyses. This role offers a chance to develop, consolidate, and present robust financial analysis, maintain financial models, and conduct deep dive analyses on key issues. You will collaborate with business partners across the firm to ensure the timely, accurate, and effective delivery of initiatives. This role is a great opportunity to build and maintain strong relationships with key business stakeholders.
Job Responsibilities
- Liaise between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
- Managing presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
- Create, maintain and review financial models and analyses (both recurring and ad-hoc)
- Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
- Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
- BA/BS in Finance, Economics, Accounting (CFA, CPA/ MBA)
- At least 4 years of relevant FP&A experience in the financial services industry
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously.
- Excellent organizational, management, and both verbal and written communication skills
- Strong quantitative, analytical, and problem solving skills, technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations, detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
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 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
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