Firmwide Planning and Analysis - Associate

Job Description

Join the Firmwide Planning & Analysis Team, where you'll analyze Profit & Loss, balance sheet, and business promoters across the firm. This role offers a path to a CFO track, providing exposure to senior leaders and key stakeholders. You'll examine financial performance through various lenses, gain exposure to each Line Of Business and the Corporate Sector, and leverage data from the firm's major lines of business. You'll also coordinate with multiple teams, articulating financial performance to senior management and high-profile forums. This role is a unique opportunity to learn, grow, and make a significant impact.

As a Firmwide Planning & Analysis Analyst within the Firmwide Planning & Analysis Team, you will be responsible for examining the financial performance for the current quarter/year and over a multi-year horizon through multiple lenses (e.g., by product, by business segment). You will have exposure to each Line Of Business and the Corporate Sector, to learn their fundamental drivers, as well as build an understanding of critical corporate finance concepts. The role will allow you to leverage data and analytics provided by the Firm’s three major lines of business and Corporate as you build out deliverables for senior management. You will have the opportunity to coordinate and effectively communicate across multiple teams including Line Of Business Planning & Analysis teams, Investor Relations, Corporate Finance Analytics, Controllers and Corporate Treasury. In this role, you will play a vital and accountable role in clearly articulating drivers of financial performance to senior management and in high profile forums including:

• Frequent financial updates to Firm’s Controller and CFO
• Monthly financial updates to the Board, Operating Committee, and Regulators
• Quarterly Earnings
• Multi-year forecasts (the Firm’s Budget)

Job Responsibilities

• Coordinate and effectively communicate across multiple teams including Line Of Business Planning & Analysis teams, Investor Relations, Corporate Finance Analytics, Controllers and Corporate Treasury
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, Budget and variances
• Participate in and support ad-hoc special projects and requests as needed
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities, and skills

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• 2 + years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
• Analytics skills, ability to analyze financial performance for the current quarter/year & over a multi-year horizon through multiple lenses
• Oral and written communication skills (“story telling”)
• Client/customer relationship management skills to facilitate comfortably interacting with various business partners (e.g. Investor Relations, Tax) and senior management
• Self-starter with excellent time management/prioritization skills
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Detailed oriented
• Experience with Excel, Essbase and PowerPoint

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.