Firmwide Planning and Analysis - Senior Associate jobs in United States
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JPMorganChase · 1 day ago

Firmwide Planning and Analysis - Senior Associate

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$100K/yr - $140K/yr
date4+ years exp

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The Firmwide Planning & Analysis role involves analyzing financial performance, coordinating with multiple teams, and producing presentations for senior management, contributing to the firm's financial strategy and operations.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Coordinate and effectively communicate across multiple teams including Line Of Business Planning & Analysis teams, Investor Relations, Corporate Finance Analytics, Controllers and Corporate Treasury
Produce presentations, analysis and supporting materials for senior management that summarize forecast results, Budget and variances
Participate in and support ad-hoc special projects and requests as needed
Help process improvement and automations to increase operational efficiency

Qualification

Financial analysisExcelPowerPointEssbaseClient relationship managementOral communicationWritten communicationTime managementDetail orientedSelf-starter

Required

Bachelor's Degree in Accounting, Finance, Economics, or related field
4 + years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
Analytics skills, ability to analyze financial performance for the current quarter/year & over a multi-year horizon through multiple lenses
Oral and written communication skills (“story telling”)
Client/customer relationship management skills to facilitate comfortably interacting with various business partners (e.g. Investor Relations, Tax) and senior management
Self-starter with excellent time management/prioritization skills
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Detailed oriented
Experience with Excel, Essbase and PowerPoint

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.jpmorganchase.com/

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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