JPMorgan Financial Planning & Analysis - Senior Associate 

United States, New Jersey, Jersey City 

351668241

As a Senior Associate in the D&PS Planning & Analysis team, you will support financial planning and analysis functions within the CIB D&PS organization. Partner with various departments to provide insights and recommendations that drive strategic decision-making. Lead and coordinate budgeting and forecasting processes, and prepare management reports for Senior Management and Business Leads.

Job Responsibilities:

• Assist in managing the annual budgeting and forecasting processes.
• Serve as a liaison between Firm-wide P&A, lines of business, and Functional Finance teams.
• Produce presentations and analysis for key internal clients, including Senior Management.
• Develop, consolidate, and present qualitative and quantitative financial analysis.
• Create, maintain, and review financial models and analyses.
• Conduct deep dive analyses on key issues impacting clients.
• Collaborate with business partners to ensure timely and effective delivery of initiatives.
• Build and maintain strong relationships with key business stakeholders.
• Monitor key performance indicators (KPIs) and provide actionable insights.
• Ensure accuracy and integrity of financial data and reporting.

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 3 years of experience in financial planning and analysis or a similar role within the financial services industry.
• Strong analytical and problem-solving skills with attention to detail.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, PowerPoint, Essbase).
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment and manage multiple priorities.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations.

Preferred Qualifications, Skills, and Capabilities:

• CFA, CPA, or MBA.
• Experience with Visual Basic and macros.
• Ability to build strong partnerships with colleagues and think strategically.