Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Planning and Analysis professional in the Financial Analysis team, you will lead and coordinate budgeting and forecasting processes, including short- and long-term projections of earnings and capital across varying economic scenarios.
Job responsibilities
- Serve as a liaison between firmwide planning and analysis, lines of business, functional finance teams and other support teams 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 qualitative and quantitative financial analysis including annual budget and 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 the client to determine root cause and propose solutions
- Collaborate with business partners across planning and analysis, lines of business and the firm to ensure timely, accurate and effective delivery of recurring and ad-hoc initiatives
- Build and maintain strong relationships with key business stakeholders across firmwide, functional finance and lines of business teams
Required qualifications, capabilities, and skills
- Demonstrate a self-starter mindset and ability to work in a fast-paced, results-driven environment
- Hold a BA/BS in Finance, Economics, or Accounting
- Exercise sound judgment, professional maturity and personal integrity; demonstrate strong work ethic and a proactive, results-oriented approach
- Manage multiple tasks simultaneously and remain comfortable with frequently changing priorities
- Comprehend and clearly communicate complex concepts while maintaining composure in a dynamic environment
- Demonstrate excellent organizational, management, verbal and written communication skills
- Apply strong quantitative, analytical and problem-solving skills
- Use strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic, and macros
- Navigate multiple data sets and synthesize information into cohesive presentations and recommendations
- Maintain strong attention to detail and perform well under pressure while handling multiple projects and initiatives simultaneously; work collaboratively as a team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Preferred qualifications, capabilities, and skills
- CFA, CPA, or MBA
- Have at least 3 years of relevant financial planning and analysis experience (financial services industry experience preferred)
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
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.