Asset Management - Expense Planning and Analysis - Associate

Job Description
The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting, budgeting, and analysis. This position supports strategic decision-making through detailed expense insights, ensuring effective cost control and alignment with business goals.
As an Asset Management - Expense Planning and Analysis - Associate within the Financial Planning & Analysis (FP&A) team, you will be responsible for expense and headcount management, delivering value-added financial reporting and analysis, and assisting with strategic direction and decision making. You will provide leadership across the FP&A teams and interact regularly with FP&A Managers, line of business CFOs, and peers across Finance & Business Management and the business.
Job responsibilities:

• Handle expense and headcount budgeting, reporting, forecasting and analysis.
• Perform reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.
• Create financial business cases supporting business initiatives.
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management.
• Handle oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes, introduce automation where possible.

Required qualifications, capabilities, and skills:

• Bachelor's degree in Accounting, Finance or a subject of a technical nature.
• 4+ years of work experience
• Advanced skills in Excel, PowerPoint and Anaplan.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• 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/prioritization skills.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills:

• Preferred experience in Financial Services, and/or accounting/controller background.

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 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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.