Job Description
Our Planning and Analysis team is responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. Financial Planning and Analysis is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. Financial Planning and Analysis operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. In this role, you will deliver recurring month-end outputs and provide clear analysis and insights to support leadership decision-making.
Job summary
As a Financial Analysis professional within Technology Planning and Analysis , you will prepare and publish recurring management reporting and analysis and coordinate month-end deliverables. You will analyze results versus plan and forecast, validate data with stakeholders, and finalize reporting commentary. You will support expense close processes, risks and opportunities tracking, vendor spend governance, and allocation reporting and methodology documentation. You will execute budgeting and forecasting activities, including headcount and expense forecasting and recurring planning system loads and reconciliations. You will also support business case reviews and maintain a monthly productivity dashboard and related leadership materials.
Job responsibilities
- Prepare and publish Monthly Business Review and Executive Management Review packs, including variance analysis versus plan, forecast, and prior period
- Validate results and finalize commentary by partnering with stakeholders and resolving data questions
- Produce month-end headcount reporting across business lines, functions, and locations, including reconciliations between source systems and finance reporting views
- Explain headcount movements, including joiners, leavers, transfers, open roles, and other key drivers
- Drive month-end close activities for expenses, accruals, and allocations by coordinating with controllers and finance partners and completing post-close validations and sign-offs
- Track and report monthly risks and opportunities across cost categories, quantify items with owners, and maintain logs for leadership reporting
- Review and approve vendor spend requests in line with budget and policy requirements and maintain documentation, tracking, and audit trail for governance
- Support vendor onboarding and master service agreement tracking from a finance perspective, monitor renewals and spend versus commitments, and partner with sourcing and procurement on vendor finance queries
- Produce month-end allocation reporting, analyze impacts by business line, reconcile outputs between source and reporting systems, and respond to stakeholder queries
- Maintain and document allocation methodologies, drivers, and billing keys; assess impacts of methodology changes; and support enhancements and approvals
- Build and refresh expense and headcount forecasts, perform rate analysis and benchmarking, execute recurring planning loads (including Essbase loads and Plan of Intent loads), align Plan of Intent to Book of Work commitments, support business case financial reviews, and publish the Productivity Health Dashboard monthly
Required qualifications, capabilities, and skills
- Demonstrated experience delivering recurring financial reporting and management materials, including variance analysis and commentary
- Demonstrated experience coordinating month-end activities with a strong focus on timeliness, accuracy, and controls
- Demonstrated experience producing headcount reporting and explaining workforce movements and drivers
- Demonstrated experience supporting budgeting and forecasting processes for expense and headcount
- Demonstrated experience supporting allocation reporting and maintaining allocation methodologies, drivers, and billing keys
- Demonstrated experience supporting vendor spend governance, approvals tracking, and audit-ready documentation
- Demonstrated experience reconciling data between source systems and finance reporting views and resolving breaks
- Proficiency in Microsoft Excel and PowerPoint for analysis, reporting, and presentations
- Ability to synthesize multiple data sources into clear insights and structured updates for stakeholders
- Strong analytical, problem-solving, and attention-to-detail skills
- Strong stakeholder management and communication skills, with the ability to partner across finance, controllers, and procurement-related teams
Preferred qualifications, capabilities, and skills
- Experience with planning tools and processes, including Essbase loads and troubleshooting load issues
- Experience preparing and maintaining recurring dashboards, including productivity metrics and leadership reporting
About Us
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.
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.