JPMorgan Associate Banking & Wealth Management Planning Analysis 

United States, Ohio 

627197309

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

Job responsibilities

• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
• Collaborate with business partners across planning & analysis, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required qualifications, capabilities, and skills

• Bachelors in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
• At least 3 years of relevant FP&A experience, preferably in the financial services industry
• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. You must be comfortable with frequently changing priorities
• Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment.
• Self-starter who is able to work in a fast paced, results driven environment
• Excellent organizational, management, and both verbal and written communication skills
• Strong quantitative, problem-solving, technical, and analytical skills, including Excel, PowerPoint, Visual Basic and macros
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
• Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

• Experience with Essbase a plus