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Finance & Business Management - Planning & Analysis Associate

JPMorgan Chase (JPMC) · Other

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Job Responsibilities

  • You will manage key financial measures including expenses, headcount, and financial modeling, delivering value-added reporting and analysis.
  • You will calculate and consolidate month-end results, forecast the remainder of the year, and support budgeting for future years.
  • You will perform variance analysis to identify key drivers and provide clear commentary versus prior forecasts and budgets.
  • You will produce weekly, monthly, quarterly, and ad hoc reporting for senior management, focused on results and drivers.
  • You will enhance controls and streamline processes, introducing automation where feasible.
  • You will drive global consistency and create synergies across the team through project work.
  • You will communicate complex topics clearly in written and verbal formats to support decision-making.
  • You will handle sensitive and confidential information with integrity and appropriate discretion.

 

Required Qualifications, Capabilities and Skills.

  • Bachelor’s degree in Accounting, Finance, or a technical subject.
  • 5+ years of relevant experience in Finance and Planning.
  • Advanced Excel and PowerPoint skills.
  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
  • Ability to challenge constructively and work effectively with peers.
  • Highly motivated, able to perform under pressure and tight deadlines.
  • Integrity in handling highly sensitive and confidential information.
  • Ability to operate as a trusted partner for Business, Finance, and FP&A teams.

 

Preferred Qualifications, Capabilities and Skills.

  • Knowledge of or experience with Alteryx, BI tools, databases, and SQL querying.
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
  
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.

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