Location: Plano, TX, United States

Within Global Finance & Business Management team, Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

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. We are looking for a candidate who has experience in P&A that can manage critical deliverables in a fast-paced environment, collaborate a diverse set of stakeholders, think strategically, and communicate in a concise and thoughtful manner.

Job Responsibilities:

• Partner with the broader team to manage annual and ongoing financial planning for product areas; deliver month-end performance analysis and forecasts (revenue, expenses, headcount, balance sheet, ROE, etc.)

• Build, maintain, and review financial models and analyses (recurring and ad hoc)

• Collaborate with stakeholders across P&A, Business Management, Lines of Business, and firmwide partners to deliver recurring and ad hoc initiatives accurately and on time

• Perform deep-dive analyses on key business drivers to identify root causes and recommend actions

• Build and maintain strong relationships with key stakeholders across Functional Finance, Lines of Business, and firmwide teams

• Support the digital transformation agenda by improving reporting efficiency, automating reports/processes, and advancing analytics using tools such as Python, AI/ML, Sigma, and related platforms

   

Required qualifications, capabilities, and skills:

• 2+ years of relevant FP&A experience
• Bachelors degree in Finance, Economics, Accounting, or related field
• Self-starter able to thrive in a fast-paced, results-driven environment and adapt to shifting priorities
• Strong communication skills, including executive-ready storytelling and presentations (written and verbal)
• Strong quantitative, analytical, and financial modeling skills; able to analyze large, disparate data sets and synthesize clear conclusions
• Proficiency in Alteryx and other technologies to drive process automation and efficiency
• Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented
• Collaborative team player and trusted partner to Business, Finance, and FP&A stakeholders
• Strong problem-solving ability, with a track record of identifying issues and recommending improvements across performance, strategy, and organizational effectiveness

 

Preferred qualifications, capabilities, and skills:

• Experience preferably within financial services
• CFA/CPA/MBA a plus
• Advanced Excel and PowerPoint skills; experience with Essbase and automation tools (e.g., VBA, macros) preferred

 

Additional Information 

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

Drive performance and transparency through analytics, budgeting / forecasting , and reporting in highly visible role