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 Corporate Sector FP&A team, you will spend each day partnering with Corporate Sector CFOs and Finance & Business Management teams to support financial forecasting, budgeting, reporting, and strategic initiatives. You will play a key role in executing CCAR stress testing forecasts, preparing presentations, and managing complex projects. Your work will involve close collaboration with central teams, Controllers, Control Management, and other Corporate Functions, helping to deliver critical insights and drive firmwide priorities.

Job responsibilities

• Collaborate with cross-functional teams including Controllers, Firmwide Planning & Analysis, Tax and HR Finance to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Drive financial planning and analysis (FP&A) activities, leveraging advanced analytical techniques and complex financial models to support stress testing, forecasting, and scenario analysis for CCAR and Quarterly Risk Appetite initiatives.
• Develop, refine, and execute sophisticated forecasting models to assess financial performance under various stress scenarios, ensuring accuracy and compliance with regulatory requirements.
• Prepare comprehensive presentations and analytical reports for senior management.
• Drive ad-hoc financial analysis and support special projects, applying quantitative and qualitative methods to address emerging business needs.
• Provide timely, data-driven updates and escalate analytical findings or issues to relevant stakeholders as appropriate.
• Enhance financial controls and risk management processes by developing, organizing, and maintaining robust documentation of modeling methodologies and analytical procedures.
• Champion process improvements and automation initiatives to optimize workflows and models and increase operational efficiency
• Prepare and present complex financial analysis in a clear, concise manner using advanced data visualization tools (Tableau/ Data bricks Dashboards) will be an added advantage.

Required qualifications, capabilities and skills

• Strong proficiency in financial analysis, forecasting, and scenario modeling, with experience using financial models and analytical tools.
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced Excel skills , Essbase, PowerPoint
• Excellent analytical, problem-solving, and quantitative skills, with the ability to interpret and communicate complex financial data.
• Proven ability to collaborate across functions, partner, mentor, and influence others
• Detail-oriented with a focus on accuracy, controls, and documentation.
• Ability to manage multiple priorities and deliver high-quality results under tight deadlines.

Preferred qualifications, capabilities and skills

• CA or MBA degree in Accounting, Finance preferred
• 3 years of work experience, preferably in Financial Services, and/or accounting/ P&A background/External reporting
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Highly motivated self-starter with excellent time management/prioritization skills
• Experience in the financial services industry, CCAR and stress testing
• Familiarity with using tools like Anaplan XL, Alteryx, Data Bricks, data visualization and dashboarding tools etc.

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

\n 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.\n
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\n 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.\n