Financial Planning & Analysis - Senior Associate
Listed on 2026-02-03
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Finance & Banking
Financial Analyst, Corporate Finance, Financial Manager, Financial Consultant
Join JPMorgan Chase, a global leader in financial services with operations worldwide and assets of approximately $4 trillion. Our Digital & Platform Services (D&PS) manages the Technology and Operations functions for Commercial & Investment Bank (CIB) lines of business, overseeing over $9 billion in expenses and 50,000 headcount.
Elevate your career as a Senior Associate in our D&PS Planning & Analysis Team. In this dynamic role, you'll support critical budgeting and forecasting processes and deliver valuable insights to Senior Management. Collaborate with Finance Managers, Business Managers, and P&A teams to drive strategic decision-making and improve financial performance.
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.
- 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.
- CFA, CPA, or MBA.
- Experience with Visual Basic and macros.
- Ability to build strong partnerships with colleagues and think strategically.
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