The Planning & Analysis Associate will lead financial analysis, prepare reports, manage budgets, and collaborate with stakeholders to enhance financial performance.
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
Job Responsibilities :
Required qualifications, capabilities, and skills :
Preferred qualifications, capabilities, and skills:
Shift Timing:
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 a Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm
Job Responsibilities :
- Lead the month-end closing process for CIB Tech & Ops Planning & Analysis (P&A) activities.
- Prepare and analyze expense and headcount reports, comparing against plans and forecasts, and conduct variance analysis to track changes across functions and individual business units.
- Oversee the entire Capitalization and Amortization process for the DPS organization.
- Assist in the preparation of Executive Management Reports (EMR) and Financial Decks on a monthly basis and during budget cycles for CIB Tech & Ops and Senior Management teams.
- Collaborate effectively with CIB Tech & Ops Finance & Business Management (F&BM) and Central teams to understand business drivers and indirect allocations.
- Support monthly forecasting, mid-year outlook, annual budgeting exercises, and other ad-hoc reporting and analysis tasks.
- Track and manage key DPS initiatives such as location strategy, expense reduction programs, and productivity improvements.
- Provide support for management reviews and deliver value-added analytics.
Required qualifications, capabilities, and skills :
- Experience in the banking or financial services industry, with a proven ability to work with global stakeholders.
- Proficiency in Excel and MS Office applications.
- Familiarity with financial systems such as Essbase, Paragon, and Cognos.
- Ability to work independently while providing oversight and direction to team members.
- Strong analytical skills, effective communication abilities, and a proven track record of teamwork and interaction with individuals at various levels and across countries.
- Keen attention to detail in supporting management reporting with clear and concise data analysis and presentation.
Preferred qualifications, capabilities, and skills:
- Experience with QlikView or Tableau for management reporting is an added advantage.
- Advanced Excel skills, including knowledge of Macros and financial modeling, are advantageous.
- Chartered Accountant or MBA in Finance with a minimum of 4 years of experience in financial planning, forecasting, and variance/trend analysis is preferred.
Shift Timing:
- UK Shift: 2:30 PM to 11:30 PM IST
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
Cognos
Essbase
Excel
MS Office
Paragon
Qlikview
Tableau
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