Corporate Central Planning and Analysis (Forecasting, Budgeting & Consolidation)-Associate

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Mumbai, Maharashtra, IND
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Support corporate FP&A forecasting, budgeting, consolidation, and management reporting. Produce variance analysis, dashboards, and presentations for senior management. Partner across finance, controllers, and investor relations to deliver timely, accurate financial insights and drive automation improvements.
Summary Generated by Built In

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Corporate Sector FP&A Associate in our Finance team, you will spend each day partnering with Corporate Sector CFOs and their Finance & Business Management (F&BM) teams to deliver forecasting, budgeting, reporting, and strategic analysis across priorities such as Earnings, CCAR, and Resolution & Recovery. You will be responsible for supporting base forecasting, budgeting, and consolidation for the Corporate Sector Central Team, including firmwide submissions of P&L, balance sheet, RWA, and legal entity metrics, as well as management reporting, dashboard development, and analysis of financial and business drivers. You will also work closely with central partners across Firmwide P&A, Investor Relations, Controllers, Control Management, and multiple Corporate Functions teams to deliver timely, accurate, and decision-useful insights. 

Job responsibilities 

  • Lead corporate consolidation and analysis of financials for firmwide submission, including reporting and data management.
  • Drive forecasting and budgeting for centrally managed processes, including intercompany, balance sheet, RWA, FX, and finance-aligned functions.
  • Manage regulatory-related deliverables, including earnings reporting for Investor Relations and SEC teams.
  • Serve as a liaison across Firmwide P&A, lines of business, Functional Finance, and support teams to deliver impactful reporting, planning, and analysis.
  • Produce presentations, analyses, and supporting materials for senior management and key internal clients, and support ad-hoc projects as needed.
  • Develop and present qualitative and quantitative analysis, including annual budget and quarterly/monthly forecast variances.
  • Perform variance analysis to identify key drivers and provide clear commentary on changes versus prior forecasts and budgets.
  • Design and enhance reports and dashboards to deliver financial results efficiently to senior stakeholders.
  • Champion process improvements and automation initiatives to optimize workflows, models, and operational efficiency.
  • Collaborate with partners across P&A, lines of business, and the firm to ensure timely and accurate delivery of recurring and ad-hoc initiatives.
  • Build and maintain strong relationships with firmwide, Functional Finance, and line of business stakeholders. Apply advanced data visualization tools (e.g., Tableau, Databricks dashboards) to present complex financial analysis clearly, as needed.
     

Required qualifications, capabilities and skills 

  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities

  • Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment and high quality under tight deadlines
  • 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 into cohesive presentation 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
     

Preferred qualifications, capabilities and skills

  • 3 years of work experience, preferably in Financial Services, and/or accounting/ P&A background

  • BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)

  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines

  • Highly motivated self-starter with excellent time management/prioritization skills
  • Experience in the financial services industry
  • Familiarity with using tools like Anaplan XL, Alteryx, Data Bricks, data visualization and dashboarding tools etc.
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
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.

Skills Required

  • Sound judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, ability to manage multiple tasks and changing priorities
  • Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced environment under tight deadlines
  • Excellent organizational, management, 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 into cohesive presentations and recommendations
  • Detail oriented with ability to work well under pressure handling multiple projects simultaneously
  • Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
  • Ability to build strong partnerships, learn quickly, be flexible and think strategically
  • 3 years of work experience, preferably in Financial Services and/or accounting/P&A background
  • BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
  • Highly motivated self-starter with excellent time management and prioritization skills
  • Experience in the financial services industry
  • Familiarity with Anaplan XL, Alteryx, Databricks, and data visualization/dashboarding tools

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.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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