Asset Management - Expense Planning and Analysis - Associate

The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting, budgeting, and analysis.

This position supports strategic decision-making through detailed expense insights, ensuring effective cost control and alignment with business goals.

As an Asset Management - Expense Planning and Analysis - Associate within the Financial Planning & Analysis (FP&A) team, you will be responsible for expense and headcount management, delivering value-added financial reporting and analysis, and assisting with strategic direction and decision making.

You will provide leadership across the FP&A teams and interact regularly with FP&A Managers, line of business CFOs, and peers across Finance & Business Management and the business.

Job responsibilities:


* Handle expense and headcount budgeting, reporting, forecasting and analysis.


* Perform reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.


* Create financial business cases supporting business initiatives.


* Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management.


* Handle oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.


* Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.


* Design new reports and dashboards to efficiently deliver the financial results to senior management.


* Enhance controls and streamline processes, introduce automation where possible.

Required qualifications, capabilities, and skills:


* Bachelor's degree in Accounting, Finance or a subject of a technical nature.


* 4+ years of work experience


* Advanced skills in Excel, PowerPoint and Anaplan.


* Inquisitive, enthusiastic and diligent, and capable of challenging peers.


* Strong verbal and written communication skills with the ability to articulate complex issues clearly.


* Highly motivated and able to thrive and think clearly under pressure and tight deadlines.


* Integrity in handling highly sensitive and confidential information.


* Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.


* Highly motivated self-starter with excellent time management/prioritization skills.


* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills:


* Preferred experience in Financial Services, and/or accounting/controller background.

JPMorganChase, one of the oldest financial institutions, offers innovative financial ...