Financial Planning & Analysis Associate

Posted 17 Days Ago
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Columbus, OH
Hybrid
3-5 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Passionate financial professional to support Human Resources with financial and strategic analysis, budgeting, forecasting, and reporting. Responsibilities include variance analysis, developing financial models, deep dive analyses, and process improvement. Requires a BA/BS in Finance or related field and at least 4 years of FP&A experience in the financial services industry. Strong communication, organizational, and analytical skills are necessary.
Summary Generated by Built In

Job Description
You are a strategic thinker passionate about driving solutions in Finance. You have found the right team.
As a Financial Analysis Professional within the Human Resources team, you will be tasked with defining, refining, and achieving set financial goals for our firm. Your role will involve partnering with various departments across the firm to provide strategic financial analysis, oversee budgeting and forecasting processes, and coordinate these financial operations. As part of our Planning and Analysis (P&A) teams, you will be responsible for financial control, forecasting and budgeting, analyzing financial and business metrics, delivering regular management reports, developing new reporting capabilities, and advising line of business CFOs on strategies to enhance profitability and efficiency.
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
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets. Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • 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
  • Enhancing controls and streamlining processes, introducing automation where possible


Required qualifications, capabilities, and skills:

  • The candidate must be a self-starter who is able to work in a fast paced, results driven environment
  • BA/BS in Finance, Economics, Accounting
  • 4+ years of relevant FP&A experience
  • Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously
  • 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, and Essbase
  • 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


Preferred qualifications, capabilities, and skills:

  • 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 experience in the financial services industry


About Us
JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
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.

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The Company
HQ: New York, NY
289,097 Employees
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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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