Finance & Business Management - Planning & Analysis Associate

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Job Responsibilities

• You will manage key financial measures including expenses, headcount, and financial modeling, delivering value-added reporting and analysis.
• You will calculate and consolidate month-end results, forecast the remainder of the year, and support budgeting for future years.
• You will perform variance analysis to identify key drivers and provide clear commentary versus prior forecasts and budgets.
• You will produce weekly, monthly, quarterly, and ad hoc reporting for senior management, focused on results and drivers.
• You will enhance controls and streamline processes, introducing automation where feasible.
• You will drive global consistency and create synergies across the team through project work.
• You will communicate complex topics clearly in written and verbal formats to support decision-making.
• You will handle sensitive and confidential information with integrity and appropriate discretion.

Required Qualifications, Capabilities and Skills.

• Bachelor’s degree in Accounting, Finance, or a technical subject.
• 5+ years of relevant experience in Finance and Planning.
• Advanced Excel and PowerPoint skills.
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Ability to challenge constructively and work effectively with peers.
• Highly motivated, able to perform under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• Ability to operate as a trusted partner for Business, Finance, and FP&A teams.

Preferred Qualifications, Capabilities and Skills.

• Knowledge of or experience with Alteryx, BI tools, databases, and SQL querying.