Join the Planning and Analysis team coordinating budgeting, forecasting, and management reporting for senior leadership. Financial Planning and Analysis is responsible for the short- and long-term projection of earnings and capital across varying economic scenarios. The team partners closely with groups across lines of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. In this role, you will deliver high-impact analytics and materials that support decision-making across the firm.
Job summaryAs a Financial Planning and Analysis Manager within the Planning and Analysis team, you will lead and coordinate key budgeting and forecasting processes and deliver management reporting for senior stakeholders. You will prepare, consolidate, review, and analyze financial activities such as budget and mid-year forecast, quarterly earnings, Net Interest Income and Net Interest Margin analytics, and balance sheet reporting. You will analyze line of business business models, earnings sensitivities, and strategic initiatives to strengthen understanding of financial performance drivers. You will partner with lines of business and corporate functions to deliver timely, accurate materials for leadership and other stakeholders. You will also lead one-off and repeatable analyses and support ad-hoc projects as needed.
Job responsibilities- Prepare, consolidate, review, and analyze key financial activities including budget and mid-year forecast, quarterly earnings, spot and average balance sheet, and business performance drivers
- Produce financial updates and supporting materials for the Board, Operating Committee, and regulators
- Deliver Net Interest Income (NII) and Net Interest Margin (NIM) analytics and related performance insights
- Execute planning and reporting processes with emphasis on accuracy and timeliness against prescribed timetables and calendars
- Analyze line of business business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results
- Lead additional one-off and repeatable analyses as required by senior management
- Communicate and coordinate effectively with lines of business and corporate functions, including External Reporting, Investor Relations, and Corporate Finance and Analysis
- Support ad-hoc projects as necessary
- Consolidate, review, analyze, and present financial results to stakeholders through clear narratives and structured materials
- Bachelor’s degree in Accounting, Finance, Economics, or related field
- 6+ years of professional experience handling large amounts of data and analyzing profit and loss and balance sheet drivers
- Advanced Microsoft Office skills, including Excel and PowerPoint
- Experience in the consolidation, review, analysis, and presentation of financials
- Exceptional analytical, problem-solving, critical thinking, and project management skills with a track record of execution against deliverables
- Excellent oral and written communication and relationship management skills
- Detail-oriented with ability to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter driven to excel, challenge the status quo, and initiate improvements where necessary
- Previous experience in a finance or planning role in banking or financial services
- Experience with internal financial systems such as Essbase and Hyperion
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 Accounting, Finance, Economics, or a related field
- 6+ years of professional experience handling large amounts of data and analyzing profit and loss and balance sheet drivers
- Advanced Microsoft Office skills, including Excel and PowerPoint
- Experience consolidating, reviewing, analyzing, and presenting financials
- Exceptional analytical, problem-solving, critical thinking, and project management skills
- Excellent oral and written communication and relationship management skills
- Ability to multitask, adapt to changing priorities, and meet deadlines under pressure
- Self-starter attitude with initiative to improve processes
- Previous finance or planning experience in banking or financial services
- Experience with Essbase and Hyperion
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 — 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.
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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.
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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.
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