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Corporate Finance: Financial Planning & Analysis, Senior Associate

Req #: 170118817
Location: Jersey City, NJ, 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



The Corporate Sector Planning & Analysis Group (P&A) supports the JPMorgan Chase Controller and CFO by providing pertinent and timely analysis of financial performance of the Corporate Line of Business (LOB) and each of its business units.  P&A prepares the Corporate LOB's quarterly Press Release package, quarterly 10Q, and annual 10K. Group is also responsible for leading forecasting and budgeting processes, including providing guidance to the business units, reporting and analysis to Senior Management of the firm. 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. Group works closely with Firmwide Planning & Analysis, Investor Relations, Corporate Finance Analytics and Corporate Financial Reporting to analyze competitors, provide financial guidance to the Street, complete Regulatory/Fed requests and prepare for investor presentations.  Corporate LOB groups include Enterprise Technology and all Chief Administrative Office, Corporate Staff and Corporate Aligned groups.


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

  • Analytics for annual planning, monthly forecasting, and centralized reporting
  • Drive forecasting consistency across functions and identify opportunities to increase efficiency
  • Contribute to automation and process improvement initiatives
  • Objectively and independently determine and asses execution of key projects and initiatives
  • Partner with business leads in building plans and associated budgets/forecasts/variance analyses; assist in understanding inputs and providing conclusions drawn from analysis
  • Assist in the consolidation of Corporate LOB results for use in management reports and presentations
  • Develop relationships with finance teams and Firmwide P&A

  • Bachelor’s degree in Finance or Economics preferred
  • 4yrs financial svcs industry with experience in P&A and/or budgeting/forecasting in complex financial enterprises
  • Statistical model building and advanced data analysis
  • Advanced Excel skills preferred; VBA/Macro knowledge a plus; familiarity with essbase
  • Great level of comfort with presentations and packaging story, charting data
  • Advanced analytical skills, problem solving, critical thinking and decision-making skills
  • Ability to successfully engage and influence a broad range of individuals across various business functions
  • Excellent written and oral communication skills with ability to present information in varying degrees of detail
  • Ability to handle numerous deliverables simultaneously with critical deadlines, and frequently changing priorities

Personal traits: Proactive, intellectual curiosity and integrity, strong positive attitude and team spirit, desire to learn and grow and to mentor and develop others, confidence and strong presence (including with senior executives). Highly organized, reliable, flexible, and results / action-oriented.

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