Analyst - Financial Planning & Analysis
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
Key Skills for This Role
Full Job Posting
Product Experience & Technology – Planning & Analysis – Analyst (502)
The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analysis and perspective to senior management, which supports decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.
In addition, in partnership with strategy and finance teams across the business, the PXT P&A team leads the financial analytics for, and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. The team also contributes to analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.
One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team. The PXT P&A team helps to craft the team’s reporting strategy and execute on data visualization and automation initiatives.
Key responsibilities
- Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
- Handle adhoc requests coming from senior management on metrics and P&L lines in a timely manner by understanding the context of the requests.
- Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
- Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
- Handle month close related deliverables including review decks and walks.
- Support Capitalization & Amortization for the Internally developed Software
- Continuously look at opportunities to simplify / automate / Dashboard BAU processes
Skills required/desired for the role
- Proven ability to take initiative, influence others, and achieve results
- Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
- Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
- CA / MBA / CWA with 1-3 years of experience in financial planning and analysis
- Strong knowledge of Excel and Powerpoint
- Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
- Preferred qualifications, capabilities, and skills
- Knowledge and experience of SQL, Alteryx, Python, Data Science, Artificial Intelligence and Machine Learning
Company
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 JPMorgan Chase
Global financial services and investment banking firm.
Visit company websiteJobs and hiring trendsApply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at JPMorgan Chase
Associate Banker, 30 Hours, Wilsonville, OR - Wilsonville Branch
Wilsonville, USA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect
Compliance Risk Management Lead - Vice President
Jersey City, USA
As a key member of the Risk Management and Compliance team, you'll be instrumental in maintaining the strength and resilience of JPMorgan Chase. Your expertise will guide the firm in responsibly expanding its business by
Lead Software Engineer - MLOps / ML Platform
Plano, USA
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Corporate Sector Technology, you are an inte
Software Engineer III - Java - Neovest
Pleasant Grove, USA
We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As a Software Engineer III at JPMorgan Chase within the Commercial and Investment Banking, Neovest team, y
Associate Banker, 30 Hours, Chandler, AZ - McClintock and Ray Branch
Chandler, USA
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect
Lead Software Engineer - Java Fullstack, React
Bengaluru, IND
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible. As a Lead Software Engineer at JPMorganChase within the Commercial & Investment Bank, you are an int
Payment Lifecyle_Vice President
Mumbai, IND
Unlock your potential by joining our Payments Operations team, where you will play a pivotal role in transforming payment processing operations. This is your opportunity to drive innovation, enhance operational efficienc
Java Lead Software Engineer
Glasgow, GBR
Join us to shape the future of payments technology and regulatory reporting. You will have the opportunity to work with cutting-edge cloud platforms and data engineering tools, making a real impact on our business and yo
Associate Banker, 30 Hours, Wilsonville, OR - Wilsonville Branch
Wilsonville, USA
Compliance Risk Management Lead - Vice President
Jersey City, USA
Lead Software Engineer - MLOps / ML Platform
Plano, USA
Software Engineer III - Java - Neovest
Pleasant Grove, USA
Associate Banker, 30 Hours, Chandler, AZ - McClintock and Ray Branch
Chandler, USA
Lead Software Engineer - Java Fullstack, React
Bengaluru, IND
Payment Lifecyle_Vice President
Mumbai, IND
Java Lead Software Engineer
Glasgow, GBR