Join the Central Planning and Analysis team and help shape how expense management and allocation decisions are informed through data and insights. This role offers broad exposure across financial planning, forecasting, reporting, and decision support. You will collaborate with finance partners and business stakeholders to understand drivers, analyze trends, and communicate clear financial messages. If you are analytical, curious, and motivated by solving problems, this is an opportunity to increase your impact through meaningful work.
Job summaryAs a Financial Analysis professional within the Central Planning and Analysis team, you will support the Central Allocations team across Consumer and Community Banking and Firmwide Finance. You will focus on expense management, allocation processes, financial planning, forecasting, reporting, and decision support for senior stakeholders. You will collaborate closely with finance partners, business managers, and functional teams to understand financial drivers, analyze trends, and support allocation methodologies. This is an individual contributor role suited for candidates with experience in financial planning and analysis, Chief Financial Officer support, corporate finance, financial research, valuation, business finance, or management reporting. The role requires comfort working across planning, expense analysis, reporting, allocations, and delivering actionable insights.
Job responsibilities- Support the monthly close, forecast, budget, and planning cycles for Central Allocations.
- Prepare, review, and analyze financial reporting, including trends, allocation movements, recoveries, variance analysis, and business commentary.
- Partner with Planning and Analysis, Chief Financial Officer, business management, and finance stakeholders to understand cost drivers, allocation logic, financial impacts, and reporting requirements.
- Perform monthly, quarterly, and yearly variance analysis, identifying key drivers and providing meaningful insights to support management decisions.
- Assist business and finance partners with ad hoc analysis, issue resolution, deep dives, and strategic finance requests.
- Review methodologies, rules, volumes, and financial assumptions to ensure they remain aligned with business needs and Firmwide policies.
- Develop presentations and reporting packs for senior management, clearly explaining trends, risks, opportunities, and key financial messages.
- Use artificial intelligence and related tools to drive process improvements and automation across reporting, planning, and allocations.
- Master of Business Administration, Chartered Financial Analyst, Certified Public Accountant, or post-graduate degree in Finance, Economics, Accounting, Business, or related discipline.
- 4+ years of relevant experience in one or more of the following areas: Financial Planning and Analysis, Chief Financial Officer support or business finance, corporate finance, expense management, financial reporting, and management reporting.
- Strong understanding of financial statements, expense management, budgeting, forecasting, variance analysis, and business performance drivers.
- Strong analytical and problem-solving skills with the ability to interpret large datasets and convert analysis into actionable insights.
- Excellent communication skills, with the ability to explain financial concepts, trends, and variances clearly to finance and non-finance stakeholders.
- Intellectually curious and self-driven, with a proactive mindset to identify and capitalize on opportunities for growth and impact.
- Strong stakeholder management and partnering skills; able to work effectively across teams, functions, and geographies.
- Ability to manage multiple priorities, work independently, and deliver high-quality outputs under tight timelines.
- Ability to challenge existing processes, identify improvement opportunities, and recommend practical solutions.
- Advanced Microsoft Excel and Microsoft PowerPoint skills, including complex formulas, financial models, data analysis, and executive-ready presentations.
- Prior experience in banking, financial services, consulting, or global finance functions.
- Working knowledge of tools such as Alteryx, Tableau, Python, SQL, Essbase, SAP, or other reporting and automation platforms.
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.
Skills Required
- Master of Business Administration, Chartered Financial Analyst, Certified Public Accountant, or a postgraduate degree in Finance, Economics, Accounting, Business, or a related discipline.
- 4+ years of relevant experience in financial planning and analysis, CFO support, business finance, corporate finance, expense management, financial reporting, or management reporting.
- Strong understanding of financial statements, expense management, budgeting, forecasting, variance analysis, and business performance drivers.
- Strong analytical and problem-solving skills, including interpreting large datasets and converting analysis into actionable insights.
- Excellent communication skills for explaining financial concepts, trends, and variances to finance and non-finance stakeholders.
- Intellectual curiosity, self-direction, and a proactive mindset.
- Strong stakeholder management and partnering skills across teams, functions, and geographies.
- Ability to manage multiple priorities, work independently, and deliver high-quality outputs under tight timelines.
- Ability to challenge existing processes, identify improvement opportunities, and recommend practical solutions.
- Advanced Microsoft Excel and Microsoft PowerPoint skills, including complex formulas, financial models, data analysis, and executive-ready presentations.
- Prior experience in banking, financial services, consulting, or global finance functions.
- Working knowledge of Alteryx, Tableau, Python, SQL, Essbase, SAP, or other reporting and automation platforms.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
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Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
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Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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