JOB DESCRIPTION
Join our Financial Planning & Analysis team and help deliver insights that inform key business decisions. In this role, you'll support budgeting and forecasting, build clear management reporting, and provide analysis used by senior leadership. You will collaborate across finance partners and lines of business in a fast-paced environment where accuracy and thoughtful storytelling matter. We value analytical professionals who are curious, collaborative, and focused on continuous improvement.
As a Financial Planning & Analysis Analyst in the Financial Planning & Analysis team, you will support the budgeting and forecasting process and help deliver management reports and presentations for senior stakeholders. You will serve as a liaison across finance partners, develop qualitative and quantitative analysis, and build models that support recurring and ad hoc initiatives. Your work will help enable timely, accurate reporting and actionable insights.
Job Responsibilities
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Serve as a liaison across finance partners to deliver impactful reporting, planning, and insightful analysis.
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Produce presentations, analysis, and supporting materials for senior management and key internal stakeholders
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Develop, consolidate, and present qualitative and quantitative financial analysis, including annual budget and forecast variance analysis
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Build, maintain, and review financial models and analyses for recurring and ad hoc needs
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Perform deep-dive analysis on key drivers and variances to identify root causes and propose actions
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Collaborate with business partners to ensure timely, accurate delivery of recurring processes and ad hoc requests
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Maintain strong stakeholder relationships to support effective planning and reporting outcomes
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Support special projects and requests, applying structured problem-solving and clear communication
Required Qualifications, Capabilities, and Skills
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Bachelor's degree in Finance, Economics, Accounting, or related field
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Minimum 3 years of relevant financial planning and analysis experience
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Strong analytical, quantitative, and problem-solving skills
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Strong technical skills, including Microsoft Excel and PowerPoint
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Experience building and maintaining financial models and analyzing multiple data sets
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Strong written and verbal communication skills, including ability to explain complex concepts clearly
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Strong organizational skills with ability to manage multiple priorities in a dynamic environment
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Strong attention to detail with ability to deliver high-quality work under time pressure
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Ability to work collaboratively and build strong partnerships across teams
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Demonstrated initiative and ability to operate effectively in a fast-paced, results-driven environment
Preferred Qualifications, Capabilities, and Skills
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Experience in the financial services industry
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Experience using Essbase and automation tools such as Visual Basic or Excel macros
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CPA, CFA, or MBA
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Experience preparing materials for senior leadership audiences
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Demonstrated ability to drive process improvements in planning, reporting, or forecasting
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
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.
