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Financial Planning & Analysis- Associate
Posted on March 11, 2026
- Mh, India
- 0 - 0 USD (yearly)
- Full Time
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JOB DESCRIPTION
ABOUT THE TEAM
J.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.
Financial Planning & Analysis primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.
As a Financial Planning & Analysis- Associate in Firm-wide P&A, you serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
Job Responsibilities
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Produce executive‑ready presentations, analyses, and supporting materials for senior management and other key internal clients; support ad‑hoc special projects and requests as needed.
Develop, consolidate, and present insightful qualitative and quantitative financial analyses, including annual budgets and monthly/quarterly forecast variance reviews.
Create, maintain, and review financial models and analytics for both recurring reporting and ad‑hoc decision support.
Conduct deep‑dive analyses on issues impacting clients, determine root causes, and propose practical, data‑backed solutions.
Collaborate with partners across P&A, lines of business, and firmwide teams to ensure timely, accurate, and effective delivery of recurring and ad‑hoc initiatives.
Build and maintain strong relationships with key stakeholders—including firmwide, Functional Finance, and line‑of‑business teams—to drive alignment and execution.
Required qualifications, skills, and/or capabilities
- Self-starter who thrives in fast-paced, results-driven environments and stays composed amid frequently changing priorities.
- 3+ years of relevant FP&A experience within the financial services industry.
- Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented; detail-oriented and able to manage multiple tasks/projects under pressure.
- Excellent organizational and management skills with strong verbal and written communication; able to comprehend and clearly communicate complex concepts.
- Strong quantitative, analytical, and problem-solving abilities.
- Technical proficiency in Excel, PowerPoint, Essbase, and Visual Basic/VBA (including macros).
- Able to navigate multiple data sets and synthesize insights into cohesive presentations and recommendations; team-oriented, inquisitive, critical thinker who anticipates stakeholder questions, builds strong partnerships, learns quickly, remains flexible, and thinks strategically
Professional qualifications
Preferred qualifications are CA, CFA, CPA, MBA or BA/BS in Finance, Economics, Accounting
JPMorganChase, 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 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.
ABOUT THE TEAM
J.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.
Tailor Your Resume for this Job
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