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Corporate Sector: Financial Planning & Analysis - Associate

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.4 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

The Corporate Sector, with an annual operating expense budget of over $11B and headcount of more than 30,000 is supported by the Corporate Sector Finance team which provides financial management and reporting for multiple Corporate functions, including Enterprise Technology, Global Real Estate, Compliance, Legal, Human Resources, Corporate Responsibility, Audit, Executive and other staff and corporate-aligned areas.


The Corporate Sector Planning & Analysis (P&A) team coordinates across all Corporate Sector Finance teams and is the liaison with the Firm Wide P&A group, Investor Relations (IR), the Regulatory Capital Management Office (RCMO), Corporate Financial Reporting (CFR), and the Global Finance organization. The group is primarily responsible for the budgeting, forecasting, CCAR/DFAST, earnings press release and 10K/10Q processes for Other Corporate. In addition, the team leads several firm wide reporting streams, including Consent Order, Enterprise-wide Programs, Chief Administrative Office and Technology. The team currently consists of approximately 80 people across 3 locations, primarily Mumbai, Columbus and Jersey City.


The Associate will be part of the Forecasting Hub of the Corporate Sector P&A organization and will be responsible for supporting and interacting with CFO client/clients. The group is primarily responsible for leading the forecasting and budgeting processes, including providing guidance to the business units and reporting and analysis to Senior Management of the firm on a frequent basis.  As such, P&A operates in close cooperation with the CFO and Business Management groups in each Corporate group in order to obtain, understand, analyze and draw conclusions with respect to financial results and forecasts. 


The P&A Associate will assist the P&A Forecasting team in various activities including:

  • Drive annual planning, monthly forecasting and centralized reporting processes
  • Partner with the business in building plans and associated budgets/forecasts/variance analyses and assist in understanding the inputs to and conclusions that can be drawn from the analysis of performance vs. plan and financial forecasting
  • Review and analyze P&L’s to generate insight for CFO’s and assist P&L management, plus assess primary drivers and variances to be communicated to senior leadership
  • Build effective relationships with business management teams to develop deep understanding of the Corporate groups
  • Help drive process improvement and forecasting consistency across functions and identify opportunities to increase efficiency
  • Contribute to automation projects and other initiatives

  • Bachelor’s degree required- Finance/Accounting preferred
  • Advanced Excel skills preferred. Essbase aptitude a plus.
  • 5+ years of relevant experience desired, ideally including at least 1-2 years of Accounting experience
  • Proven ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
  • Analytical ability - Prior experience with financial statement analysis
  • Communication skills - Ability to communicate succinctly and efficiently
  • Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
  • Sound judgment and independent decision making are required
  • Ability to maintain composure in a fast-paced environment and prioritize projects accordingly

    Req #: 180039992
    Location: Jersey City, NJ US
    Job Category: Accounting/Finance/Audit/Risk
    Employment Type: Full Time
    Potential Referral Amount: 3000 US Dollar (USD)

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