Firmwide Planning and Analysis - Associate
This role is a unique opportunity to learn, grow, and make a significant impact.
As a Firmwide Planning & Analysis Associate within the Firmwide Planning & Analysis Team, you will be responsible for examining the financial performance for the current quarter/year and over a multi-year horizon through multiple lenses (e.g., by product, by business segment).
You will have exposure to each Line of Business and the Corporate Sector, to learn their fundamental drivers, as well as build an understanding of critical corporate finance concepts.
The role will allow you to leverage data and analytics provided by the Firm's three major lines of business and Corporate as you build out deliverables for senior management.
You will have the opportunity to coordinate and effectively communicate across multiple teams including Line of Business Planning & Analysis teams, Controllers, Corporate Treasury, and other support teams within the Corporate Sector.
In this role, you will play a vital and accountable role in clearly articulating drivers of financial performance to senior management and in high profile forums including monthly financial updates to regulators and multi-year forecasts (the Firm's Budget).
Job responsibilities
* Coordinate and effectively communicate across multiple teams including Line of Business Planning & Analysis teams, Controllers and Corporate Treasury
* Produce presentations, analysis and supporting materials for senior management that summarize forecast and budget results, including variance explanations/drivers
* Participate in and support ad-hoc special projects and requests as needed
* Help process improvement and automations to increase operational efficiency
Required qualifications, capabilities and skills
* Minimum 3 years professional experience, ideally in a similar role (e.g., Planning and Analysis, Investor Relations, Corporate Finance)
* Advanced PowerPoint and Excel skills
* Strong analytical, creative thinking and problem solving skills
* Strong verbal and written communication skills, with the ability to articulate complex matters and issues clearly
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Highly motivated and able to thrive and think clearly under pressure and tight deadlines
* Ability to multi-task and navigate an unstructured environment
* Team player with the ability to be respected as a trusted partner for the Business, Finance, and LOB P&A Teams
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 offer a competit...
- Rate: Not Specified
- Location: New York, US-NY
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210738501
- Posted: 2026-04-21 08:17:43 -
- View all Jobs from JPMorgan Chase Bank, N.A.
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