What are the responsibilities and job description for the Financial Planning & Analysis Associate position at JPMorgan Chase?
Bring your expertise to JPMorgan Chase. As part of Financial Planning & Analysis team for Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class.
As an Associate on the Financial Planning & Analysis team supporting Risk Management & Compliance, you will support our P&A leads with responsibilities that include financial planning & analysis oversight, coordination of location strategy and real estate, and driving organization optimization initiatives. You will have an opportunity to design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance.
Job responsibilities
- Manage financial performance and forecasts for direct and indirect expenses for Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.
- Assist with annual financial planning processes, including run rate analysis, expense savings opportunities, and allocation methodology.
- Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.
- Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.
- Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL.
- Improve process efficiency through standardization, controls, documentation, and simplification of recurring deliverables.
- Develop and maintain dashboards (including headcount dashboards and non-compensation expense dashboards) and ensure consistent definitions and metrics.
Required qualifications, capabilities and skills
- Minimum 3 years of related experience.
- Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.
- Create clear, executive-ready deliverables with strong data storytelling.
- Communicate effectively and operate confidently with senior stakeholders and finance partners.
- Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.
- Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.
- Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.
- Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.
Preferred qualifications, capabilities and skills
- Prior P&A experience a plus
- Experience with Essbase/Anaplan/Anaplan XL (reporting outputs, model interaction, and planning/reporting workflows); knowledge of Atoti a plus.
- Strong hands-on experience with SQL (querying, data validation, reconciliation, and performance-aware design) a plus