Join a team that turns field performance data into clear insights and actionable recommendations for senior leaders. You’ll help shape reporting, influence decisions, and improve how performance is tracked across key initiatives.
Job summary
As a Financial Planning & Analysis (FP&A) Analyst in Business Banking Field Finance, you will create performance reporting and analytics that support senior leaders and field leadership in decision-making. You will deliver concise insights, develop new reporting views, and improve processes through automation and stronger controls.
Job responsibilities
- Produce field performance review materials and presentation decks for senior management and field leadership.
- Analyze business performance and provide clear commentary on trends, exceptions, and key drivers.
- Partner with stakeholders to define reporting needs and translate them into effective dashboards and recurring deliverables.
- Design and develop new reporting packages to track performance across field initiatives and strategic priorities.
- Respond to ad hoc analytical requests, including deep dives that identify drivers of performance and progress against initiatives.
- Challenge existing approaches and recommend process improvements that increase efficiency and data quality.
- Drive automation and simplification of reporting processes using approved analytics and visualization tools.
- Manage stakeholder expectations through proactive communication, clear timelines, and high-quality delivery.
- Strengthen reporting controls by partnering with central teams to monitor and improve data accuracy in the underlying infrastructure.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Engineering (CFA/FRM/MBA in Finance is a plus but not required).
- Strong SQL skills, including writing complex queries.
- Experience with data extraction and analysis using tools such as SQL/PySpark SQL/Alteryx/Python/SAS.
- Minimum 3 years of experience delivering analytical projects (e.g., product analysis, statistical modeling).
- Working knowledge of statistical modeling techniques (e.g., time series forecasting, linear/logistic regression).
- Experience building dashboards and analytical outputs using tools such as Tableau, QuickSight, SAS Visual Analytics, or Streamlit.
- Advanced Microsoft Office skills (especially Excel) with excellent written and verbal communication.
Preferred qualifications, capabilities, and skills
- Experience supporting field/channel performance reporting and presenting insights to senior stakeholders.
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 Engineering
- Strong SQL skills, including writing complex queries
- Experience with data extraction and analysis using SQL, PySpark SQL, Alteryx, Python, or SAS
- Minimum 3 years of experience delivering analytical projects (product analysis, statistical modeling, etc.)
- Working knowledge of statistical modeling techniques (time series forecasting, linear/logistic regression)
- Experience building dashboards and analytical outputs using Tableau, QuickSight, SAS Visual Analytics, or Streamlit
- Advanced Microsoft Office skills (especially Excel) with excellent written and verbal communication
- CFA, FRM, or MBA in Finance
- Experience supporting field/channel performance reporting and presenting insights to senior stakeholders
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, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
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Retirement Support — A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
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Leave & Time Off Breadth — Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.
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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