Financial Planning & Analysis

Job Description

About Us:

JPMorgan Chase & Co., 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.

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Primary Responsibilities:

• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams, and other support teams to provide impactful reporting, planning, and insightful analyses
• Maintain Indirect Allocation for Corporate LOB
• Produce presentations, analyses, 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 clients 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

Qualifications:

• Self-starter who can work in a fast-paced, results-driven environment
• BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• Working knowledge of Alteryx or Tableau is required
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, analytical, and problem-solving skills
• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic, and macros
• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations
• Detail oriented 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
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible, and think strategically