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CIB F&BM Central Planning & Analysis (P&A) – Associate

Req #: 180013292
Location: Brooklyn, NY, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 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


Finance & Business Management’s goals are to ensure a sound control environment and provide financial advice to support the business strategy. Within CIB F&BM, the major areas of responsibility are: Business-aligned CFO's, Treasury, the CIB Controller organization and Planning & Analysis (P&A). The Central P&A team is responsible for producing value add analysis and reporting to aid performance tracking and decision making by the CIB management team. Additionally, the team acts as CIB’s co-ordination point for all corporate finance teams.

  • Tracking the progress of investor day revenue and expense target & analyzing the gap for senior management
  • Provide integral support to financial executive reporting and senior management presentations (including Operating Committee reviews and Investor Day)
  • Compiling and assisting in mid-year forecast & budget activity with detailed analysis on various performance metrics for senior management
  • Liaison with Lob teams/functions (Regional teams, Firmwide and Lob P&A, corporate service providers etc.) for monthly reporting, budgeting and mid-year forecasting as well as ad-hoc analysis. 
  • Drafting and sending out LOB specific requests for deliverables as well as assembling, analyzing, and distributing reports to senior management on a monthly/quarterly basis
  • Collaborate with business-aligned P&A contacts to drive accurate expense forecasting and provide meaningful commentary
  • Understand the changing business needs and redesign MIS and analysis around the same
  • Deep dive into expense allocations across various line of businesses, providing variance analyses of incoming cost as well as outgoing expense allocations to other lines of businesses

  • 3 to 5 years’ experience working within a financial/professional environment
  • Knowledge of JPM reporting systems preferred (Paragon, FDW/Essbase and Advanced Analysis)
  • Strong Excel experience / large dataset management
  • Very strong analytical skills, combined with solid presentation skills (PPT)
  • Prior P&A, financial or management reporting experience
  • Strong communication and influencing skills
  •  Must be a team player

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