Financial Planning and Analysis, Senior Associate jobs in United States
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JPMorganChase · 21 hours ago

Financial Planning and Analysis, Senior Associate

JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. They are seeking a strategic and experienced Senior Associate to drive financial performance and support strategic planning within the Global Investment Banking Planning and Analysis team, collaborating with senior leaders and stakeholders to deliver impactful financial insights.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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Responsibilities

Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions
Support business heads in conducting strategic business reviews by providing financial insights and recommendations
Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting
Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making
Partner with the business management team to manage headcount and drive expense-saving initiatives
Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders
Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads
Exhibit strong public speaking qualities to effectively communicate financial insights and strategies
Collaborate with cross-functional teams to support business objectives
Analyze data and develop innovative, solution-focused ideas to address business challenges
Ensure accuracy and quality in financial analysis and reporting

Qualification

Financial analysisMicrosoft OfficePresentation skillsStrategic planningData analysisPublic speakingCross-functional collaborationVerbal communicationWritten communicationEmotional intelligence

Required

At least 4 years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
Values input and works effectively in cross-functional teams
Anticipates trends and develops long-term strategies
Conveys complex information clearly with excellent verbal and written communication skills
Builds strong relationships and demonstrates empathy and emotional intelligence
Analyzes data and develops innovative, solution-focused ideas
Manages multiple tasks and adapts to changing environments
Ensures accuracy and quality in analysis and reporting
Makes informed, timely decisions under pressure
Upholds high ethical standards and confidentiality
Confident and persuasive public speaker

Preferred

Experience partnering with multiple senior stakeholders
Degree qualification in Business, Finance, Economics, or related area
Previous experience in a finance or planning role in banking or financial services
Experience in analytical reviews and presentation of business performance

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.

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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Company data provided by crunchbase