You are a strategic thinker passionate about turning financial data into forward-looking insights that guide firmwide decisions. You have found the right team.
As a Financial Planning & Analysis (FP&A) professional in our Finance team, you will spend each day leading and coordinating budgeting and forecasting processes, including short- and long-term projections of earnings and capital across varying economic scenarios. You will be responsible for partnering closely with firmwide groups and line-of-business teams to deliver clear management reporting and materials for senior leadership.
Our FP&A teams are responsible for a wide range of activities including budget governance and forecasting execution, scenario-based earnings and capital projections, firmwide coordination across lines of business, and development of management reports and presentations for the Operating Committee and the Board of Directors.
Job Responsibilities
- Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order 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 insightful and robust qualitative and quantitative financial analysis including annual budget, 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 client to determine root cause and propose solutions
- Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
- The candidate must be a self-starter who is able to work in a fast paced, results driven environment
- 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
- The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
- 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 individual 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
Preferred qualifications, capabilities, and skills
- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- At least 5 years of relevant FP&A experience, preferably in the financial services industry
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
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
- Self-starter able to work in a fast-paced, results-driven environment
- Sound judgment, professional maturity, integrity, strong work ethic, and ability to manage multiple tasks
- Ability to comprehend and clearly communicate complex concepts verbally and in writing
- Excellent organizational and management 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 and able to work under pressure on multiple projects simultaneously
- Team oriented, inquisitive, critical thinker who anticipates stakeholder questions
- Produce presentations, analyses and supporting materials for senior management and ad-hoc requests
- Develop, consolidate and present annual budget and quarterly/monthly forecast variance analysis
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 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.
-
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.
-
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.
Gallery
