Financial Planning & Analysis - Senior Associate at JPMorgan Chase & Co. Columbu
Itlearn360, Columbus, OH, United States
Financial Planning & Analysis - Senior Associate job at JPMorgan Chase & Co.. Columbus, OH.
Job Description
Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. We operate in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
As a Senior Associate in Financial Planning & Analysis (FP&A), you will serve as a liaison between Firm-wide FP&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
Job responsibilities
Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
Create, maintain and review financial models and analyses (both recurring and ad-hoc)
Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
Bachelors degree in Finance, Economics, or Accounting
5+ years of relevant FP&A experience
Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Must be comfortable with frequently changing priorities
The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
Excellent organizational, management, and both verbal and written communication skills
Strong quantitative, analytical, and problem solving skills
Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. Self-starter who is able to work in a fast paced, results driven environment.
Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities, and skills
CFA, CPA, MBA a plus
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr
Job Description
Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. We operate in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
As a Senior Associate in Financial Planning & Analysis (FP&A), you will serve as a liaison between Firm-wide FP&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
Job responsibilities
Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
Create, maintain and review financial models and analyses (both recurring and ad-hoc)
Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
Required qualifications, capabilities, and skills
Bachelors degree in Finance, Economics, or Accounting
5+ years of relevant FP&A experience
Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Must be comfortable with frequently changing priorities
The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
Excellent organizational, management, and both verbal and written communication skills
Strong quantitative, analytical, and problem solving skills
Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously. Self-starter who is able to work in a fast paced, results driven environment.
Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically
Preferred qualifications, capabilities, and skills
CFA, CPA, MBA a plus
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
Equal Opportunity Employer/Disability/Veterans
#J-18808-Ljbffr