Compliance & Operational Risk Financial Planning & Analysis - Associate

Job summary

Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class.

As a Planning & Analysis (P&A) Associate in CCOR P&A, you will support our P&A leads with responsibilities that include financial planning & analysis oversight, coordination of location strategy and real estate, and driving organization optimization initiatives. You provide reporting and analysis on key performance metrics such as direct/indirect expenses, headcount, allocations to front office LOB’s, and budgeting and forecasting. You will use your sound analytical and organizational skills to consolidate and present data in meaningful ways, always seeking solutions.

You will provide coverage of specific CCOR functions while also supporting overall central CCOR P&A team, giving you the opportunity to make a meaningful impact across our organization.

• Analyze performance and forecasts for direct and indirect expenses for CCOR, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.
• Assist with annual financial planning processes, including run rate analysis, expense savings opportunities and allocation methodology.
• Collaborate with CCOR P&A leads and Business managers to identify, measure, and define allocation methodologies for services provided to LOB’s, and analyze allocation reports for variances to plan.
• Complete monthly financial close activities, including management reporting adjustments, forecast/outlook, and General Ledger review and investigations.
• Maintain cost center hierarchy compliance with legal entity requirements and reporting expectations, and track hierarchy changes and headcount movements.
• Partner with business leads to understand risks and opportunities, trends, future impacts and provide actionable conclusions.
• Support in designing, developing, and refining dashboards to evaluate trends and offer insights.
• Deliver ad-hoc analytics for key business indicators and metrics reporting.
• Identify ongoing process improvements and automation opportunities.
• Track efficiency and investment progress and assist with reconciling team wide budget transfers.

• Graduate degree in Finance or Accounting.
• 5 years of related work experience.
• Advanced analytical, critical thinking, and problem‑solving skills, with the ability to think strategically, challenge the status quo, initiate change, and drive continuous improvement.
• Communicate effectively and build strong interpersonal relationships, engaging regularly with management, staff, and finance teams.
• Show initiative and self‑motivation, thriving in a fast‑paced environment and building strong partnerships.
• Organize tasks efficiently with strong attention to detail and consistently meeting deadlines.
• Commitment to exercising sound judgment and maintaining the highest degree of confidentiality.

• Proficient with Microsoft Office applications, including Excel, Outlook, PowerPoint, and Word, as well as Essbase/Anaplan XL.
• Technical adaptability and experience with Hyperion/Essbase and SAP.
• Experience with SQL and Databricks preferred, with the ability to build and deploy Intelligent Solutions (Alteryx; Tableau; Python).
• Knowledge of Atoti or Anaplan XL.
• Prior P&A experience.

JPMorgan Chase, 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…