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Corporate Finance: Firmwide Planning and Analysis - PRIME Legal Entity - Associate

Req #: 170123285
Location: New York, 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 $2.5 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 Firmwide Planning & Analysis Group is responsible for partnering within the business and across the firm to provide financial and strategic analysis, central oversight and coordination of firm wide budgeting and forecasting, macroeconomic scenario design and distribution, and strategic program management and execution including the new Firmwide Forecasting Framework.  This includes oversight for firm wide reporting across all four lines of business (LOB): Corporate and Investment Bank (CIB), Asset Management (AM), Consumer and Community Banking (CCB) and Commercial Bank (CB). 
Additionally, P&A helps drive and improve automation, simplification of processes and the enhancement of analytics.


These roles primarily support the strategic analysis of our financial planning framework. Along with working closely with LOB teams and functions as it relates to routine reporting, as well as ad-hoc analysis and due diligence.

Group Overview

The FWP&A LE (Firmwide Planning and Analytics Legal Entity) team is responsible for end-to-end processes related to P&L and Balance Sheet analytics, planning and forecasting of major legal entities (LEs). The FWP&A LE Associate is expected to play an integral role in all aspects of LE P&L and Balance Sheet forecasting and reporting including consolidation, analysis and preparation of executive presentations for internal and external meetings with Senior Management and Regulators. The candidate can expect to have exposure to senior leaders across Corporate and Lines of Business and must possess excellent analytical and communication skills, as well as the ability to partner with all levels of the organization.

  • Preparation, consolidation, review and detailed analysis of  a number of key financial activities including, but not limited to:
    • LE Budget and LE Mid-Year-Forecast for P&L and Balance Sheet
    • LE monthly and weekly Forecast for P&L and Balance Sheet
    • Financial updates for the Board, Operating Committee and Regulators
    • Other ad-hoc  analysis
  • Execution of the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
  • Lead additional one-off and repeatable analyses as required by senior management
  • Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, LE Controllers, Tax department, Treasury)
  • Support ad hoc projects as necessary

  • Over 3 years professional experience in handling large amount of data, analyzing P&L and Balance sheet drivers preferred
  • Experience in the consolidation, review, analysis and presentation of Financials
  • Experience with internal financial systems such as Essbase and Hyperion preferred
  • Bachelor's Degree in Accounting, Finance, Economics, or related field
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
  • Excellent oral and written communication and relationship management skills
  • Detail-oriented and ability to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
  • People skills
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
  • Advanced Microsoft Office skills (Excel including macros & PowerPoint in particular)
  • Previous experience in a finance / planning role in banking or financial services strongly preferred

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