The Financial Planning & Analysis Associate will manage PnLs, conduct business reviews, perform quantitative analysis, and budget planning. This role requires collaboration with multiple teams and expertise in financial analysis tools.
Job Description
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. The P&A Associate role provides a unique opportunity to interact with multiple lines of business. It is an opportunity to learn about the Finance organization in a fast-paced environment. The individual will join the Team and be responsible for PnLs, including different walks in partnership with the BMs.. Additional responsibilities also include managing different Business Reviews.
Job Responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:
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.
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.
As a Financial Planning & Analysis Associate in our Finance team, you will spend each day defining, refining and delivering set goals for our firm. The P&A Associate role provides a unique opportunity to interact with multiple lines of business. It is an opportunity to learn about the Finance organization in a fast-paced environment. The individual will join the Team and be responsible for PnLs, including different walks in partnership with the BMs.. Additional responsibilities also include managing different Business Reviews.
Job Responsibilities:
- Serve as a point of contact for preparing various PnLs and reviewing different matrices.
- Perform monthly quantitative analysis of forecast versus actual results and update forecasts accordingly.
- Work closely with different P&A teams for monthly, quarterly, and annual business reviews.
- Manage business financial planning and budget.
- Conduct ad-hoc MIS reporting and analysis in conjunction with other team members.
Required qualifications, capabilities, and skills:
- CFA/CMA/CA/MBA (Finance)
- Minimum 3 years' experience in an analytical and financial role and should have worked on Banking products (601)
- Excellent communication (verbal and written) skills
- Superior financial modelling acumen
- Proficiency in Microsoft Office (especially Excel and PowerPoint)
- Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python
- Proficient in some of the Intelligent Solutions like Alteryx, Qlik Sense, etc.
Preferred qualifications, capabilities, and skills:
- Knowledge of Tableau and Alteryx will be an added advantage
- Ability to multi-task multiple requirements under considerable time pressure
- Should be flexible to work in EMEA shifts
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.
Top Skills
Cfa,Cma,Ca,Mba,Microsoft Office,Excel,Powerpoint,Sas,Sql,R,Python,Alteryx,Qlik Sense,Tableau
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