Planning & Analysis, Senior Associate

The Commercial & Investment Bank (CIB) Central Planning & Analysis Team is seeking a dedicated professional to support the budget, forecast and financial reporting processes. This role offers a unique opportunity to interact with multiple lines of business and corporate groups, providing updates to senior management and Corporate Planning & Analysis. Join us to learn about core CIB businesses in a dynamic environment and contribute to strategic financial planning.

As a Central Planning & Analysis Associate within the Commercial & Investment Bank, you will engage with various lines of business and corporate groups to manage the timely delivery of management reporting. You will partner with team members to ensure all aspects of the profit and loss statement are understood and explained, providing variance analysis and handling ad hoc requests.

• Serve as the key point of contact for the CIB Line of Business Planning & Analysis teams and Corporate Controllers to manage the forecast update process and reconciliation.
• Liaise with the Corporate Planning & Analysis team to ensure adherence to month-end deliverables.
• Ensure timely and accurate information delivery.
• Conduct ad-hoc management information system reporting and analysis with the team.
• Collaborate with CIB Central technology teams to support and drive data transformation initiatives.

• Undergraduate degree in Finance, Accounting, Economics, or a related field.
• At least 4+ years of experience in the Financial Services industry.
• Excellent communication skills and ability to develop relationships with other teams.
• Ability to manage multiple requirements under time pressure.
• Maintain a high degree of accuracy and quality of work.
• Strong analytical and problem-solving skills.
• Ability to work with teams across different locations.
• Strong attention to detail.
• Proficient in Microsoft Excel and PowerPoint.

• Experience in data transformation initiatives.
• Familiarity with management information systems reporting.

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 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 FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans