Planning & Analysis, Senior Associate
Listed on 2026-01-12
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Finance & Banking
Financial Analyst, Corporate Finance
Location: New York
Overview
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.
Job Responsibilities- 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.
This position is not eligible for sponsor ships.
About UsJPMorgan
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 processing and asset 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 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veteran
About the TeamJ.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.
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