You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Planning and Analysis professional in the Financial Analysis team, you will lead and coordinate budgeting and forecasting processes, including short- and long-term projections of earnings and capital across varying economic scenarios.
Job responsibilities- Serve as a liaison between firmwide planning and analysis, lines of business, functional finance teams and other support teams to provide impactful reporting, planning and insightful analyses
- Produce presentations, analysis 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 qualitative and quantitative financial analysis including annual budget and 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 the client to determine root cause and propose solutions
- Collaborate with business partners across planning and analysis, lines of business and the firm to ensure timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders across firmwide, functional finance and lines of business teams
- Demonstrate a self-starter mindset and ability to work in a fast-paced, results-driven environment
- Hold a BA/BS in Finance, Economics, or Accounting
- Exercise sound judgment, professional maturity and personal integrity; demonstrate strong work ethic and a proactive, results-oriented approach
- Manage multiple tasks simultaneously and remain comfortable with frequently changing priorities
- Comprehend and clearly communicate complex concepts while maintaining composure in a dynamic environment
- Demonstrate excellent organizational, management, verbal and written communication skills
- Apply strong quantitative, analytical and problem-solving skills
- Use strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic, and macros
- Navigate multiple data sets and synthesize information into cohesive presentations and recommendations
- Maintain strong attention to detail and perform well under pressure while handling multiple projects and initiatives simultaneously; work collaboratively as a team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- CFA, CPA, or MBA
- Have at least 3 years of relevant financial planning and analysis experience (financial services industry experience preferred)
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
- Bachelor's degree in Finance, Economics, or Accounting
- Strong quantitative, analytical, and problem-solving skills
- Experience with Excel, PowerPoint, Essbase, Visual Basic, and macros
- Ability to manage multiple tasks and changing priorities in a fast-paced environment
- Strong verbal, written, organizational, and communication skills
- Ability to analyze multiple datasets and communicate complex concepts clearly
- At least 3 years of relevant financial planning and analysis experience
- Financial services industry experience
- CFA, CPA, or MBA
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 — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
-
Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
-
Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
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.
Gallery
