Financial Planning & Analysis - Associate

You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team

AAs a Financial Planning & Analysis - Associate in our Home Lending Finance team, you will play a critical role in developing, maintaining, and automating forecasting models and processes that promote strategic decision-making and regulatory compliance.

Job Responsibilities

• Develop, refine, and maintain qualitative models, including time series forecasting, econometric, and machine learning models, in alignment with firm’s model risk guidelines.
• Support the monthly and quarterly forecast process, and annual budget/mid-year forecast reporting for Home Lending.
• Lead or participate in the migration of legacy forecasting models to strategic platforms, including requirements gathering, feasibility studies, and documentation.
• Conduct business and process due diligence to develop functional requirement documents and support user acceptance testing (UAT), including test planning, execution, and training documentation.
• Interface with multiple stakeholders, including Home Lending leadership, business finance, technology, risk, and project teams, to communicate findings, resolve issues, and drive process improvements.
• Prepare and maintain model documentation for regulatory submissions and senior management reports, ensuring accuracy and compliance.
• Contribute to ad-hoc analyses and strategic projects, providing actionable insights and recommendations to senior management.
• Support centralized activities for Home Lending and ensure the integrity of model inputs and outputs.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance, Accounting, Economics, Analytics, or any tech field 
• 9+ years of experience in finance, management consulting, analytics, risk, or financial planning & analysis roles.
• Strong critical thinking, and analytical problem-solving skills, with experience in econometric modeling (e.g., OLS, time series) and familiarity with machine learning techniques.
• Proficiency in Python (required), SQL and strong knowledge of Microsoft Office.
• Experience with analytical and database platforms such as Essbase, Tableau, Alteryx and Databricks.
• Extensive project management experience, with the ability to manage multiple tasks and deliverables simultaneously.
• Excellent written and verbal communication skills, with the ability to create clear and concise documentation and communicate effectively with stakeholders at all levels.
• Strong judgment, professional maturity, personal integrity, and a proactive, results-oriented approach.

Preferred Qualifications, Capabilities, and Skills

• Master’s degree in a quantitative field, CFA/FRM certification a plus. Master’s degree or MBA preferred.
• Experience in mortgage banking and regulatory reporting.
• Data science, AI/ML, and automation experience.
• Understanding of macroeconomic and business environments.
• Willingness to work US shifts during critical periods to collaborate with US-based teams.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.