Financial Planning & Analysis- Analyst

Posting Description:

As an Analyst in the Financial Planning & Analysis team, you will analyze, prepare, and reconcile accounting and operational data and help deliver recurring profitability and performance reporting.

Job responsibilities:

• Support month-end and forecast routines for assigned product areas, including preparation of key reports, reconciliations, and commentary for stakeholders

  
  

• Assist with annual and ongoing planning activities (forecasting, budgeting, trend/exception monitoring), helping to document assumptions and track changes over time

  
  

• Perform variance and driver analyses to explain results vs. prior forecast/budget and highlight key risks/opportunities

  
  

• Support efficiency reporting and analytics, including (as applicable) location strategy, span of control reporting, and related metrics

  
  

• Help create financial business cases for business initiatives by gathering inputs, building supporting analysis, and summarizing results

  
  

• Develop, report on and monitor key performance metrics, support data quality initiatives, and help identify future reporting needs on a variety of topics to senior management

  
  

• Build and maintain management-ready materials and recurring deliverables; ensure outputs are accurate, well-controlled, and delivered on time

  
  

• Contribute to the design/enhancement of reports and dashboards to improve clarity, automation, and scalability

  
  

• Identify opportunities to enhance controls and streamline processes, including automation where feasible (e.g., Excel tooling, SQL/Alteryx-enabled workflows)

  
  

• Support special projects and ad hoc analyses as needed

  
  

Required qualifications, capabilities, and skills: 

• 2+ years of experience in FP&A, finance, accounting, or analytics (or equivalent)
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Strong analytical skills with attention to detail; ability to work with large datasets and reconcile results to source information
• Ability to manage multiple priorities in a fast-paced environment and meet tight deadlines
• Strong communication skills—able to summarize findings clearly and concisely in writing and verbally
• Strong interpersonal skills and ability to partner effectively in a matrixed, cross-functional environment
• Positive, collaborative team mindset with high ownership on time-sensitive deliverables

Preferred qualifications, capabilities, and skills: 

• Advanced proficiency in Microsoft Excel and PowerPoint (executive-ready storytelling)
• Experience with SQL and/or Alteryx (nice to have)
• Exposure to dashboards/reporting tools (e.g., Tableau) is a plus

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.