JP Morgan Chase & Co.

Financial Planning & Analysis Associate

JP Morgan Chase & Co. • $70K — $95K *
Newark, DE 19713In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Minimum 3 years of related experience.
  • Advanced analytical and critical thinking skills.
  • Ability to create executive-ready deliverables.
  • Effective communication with senior stakeholders.
  • High attention to detail and sound judgment.
  • Self-motivated with strong prioritization skills.
  • Proficiency in Microsoft Office and familiarity with Hyperion/Essbase and SAP.

Responsibilities

  • Manage financial performance and forecasts for expenses in Risk.
  • Assist with annual financial planning processes and run rate analysis.
  • Complete monthly financial close activities and general ledger review.
  • Partner with business leads to identify risks and opportunities.
  • Build and maintain scalable reporting solutions and data workflows.
  • Improve process efficiency through standardization and controls.
  • Develop and maintain dashboards with consistent metrics.

Benefits

  • Opportunity to work with senior leaders across Risk Management and Compliance.
  • Involvement in designing and automating reporting solutions.
  • Exposure to a variety of tools like SQL, Python, and Tableau.
  • Chance to drive organization optimization initiatives.
Full Job Description
JOB DESCRIPTION

As an Associate on the Financial Planning & Analysis team supporting Risk Management & Compliance, you will support our P&A leads with responsibilities that include financial planning & analysis oversight, coordination of location strategy and real estate, and driving organization optimization initiatives. You will have an opportunity to design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance. 

Job responsibilities

 

  • Manage financial performance and forecasts for direct and indirect expenses for Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.
  • Assist with annual financial planning processes, including run rate analysis, expense savings opportunities, and allocation methodology.
  • Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.
  • Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.
  • Build, automate, and maintain scalable reporting solutions and data workflows usingSQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.
  • Improve process efficiency through standardization, controls, documentation, and simplification of recurring deliverables.
  • Develop and maintaindashboards(including headcount dashboards and non-compensation expense dashboards) and ensure consistent definitions and metrics.

 

Required qualifications, capabilities and skills

  • Minimum 3 years of related experience.
  • Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.
  • Create clear, executive-ready deliverables with strong data storytelling.
  • Communicate effectively and operate confidently with senior stakeholders and finance partners.
  • Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.
  • Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.
  • Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.
  • Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.

 

Preferred qualifications, capabilities and skills

  • Prior P&A experience a plus
  • Experience with Essbase/Anaplan/Anaplan XL (reporting outputs, model interaction, and planning/reporting workflows); knowledge of Atoti a plus.
  • Strong hands-on experience with SQL (querying, data validation, reconciliation, and performance-aware design) a plus

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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