Strategic Financial Planning & Analysis - Associate
JPMorganChase
Join our dynamic Finance & Business Management (F&BM) team supporting Wholesale Lending Services, where you will collaborate with senior leaders to deliver impactful financial insights and drive strategic objectives. You will play a key role in shaping business outcomes through financial planning, analysis, and executive-level reporting.
As a Finance / Business Manager Associate in Wholesale Lending Services, you will lead budgeting, forecasting, and financial reporting to support business decision-making. You will partner with leaders across Finance, Product, Operations, Business Management, and Data & Analytics to drive financial performance and deliver actionable insights. Your work will help ensure senior management has visibility into key initiatives, business metrics, and financials, contributing to the success of the organization.
Job Responsibilities
- Lead annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals.
- Prepare, analyze, and present financial reports to senior management on a monthly, quarterly, and annual basis.
- Develop and maintain financial models for forecasting, scenario planning, and strategic decision-making.
- Evaluate investment opportunities and prepare business cases to support capital allocation.
- Conduct variance analysis to explain financial results versus budget, forecast, and prior periods.
- Serve as a trusted advisor to business leaders, providing financial guidance and supporting strategic initiatives.
- Identify and implement process improvements to enhance Finance & Business Management (F&BM) efficiency.
- Perform ad hoc financial analysis to support business decisions and special projects.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance, Accounting, Business, or related field.
- Progressive experience in financial planning and analysis (FP&A), financial analysis, or related roles.
- Strong proficiency in Excel, PowerPoint, and financial modeling.
- Excellent analytical, problem-solving, and organizational skills.
- Strong verbal and written communication skills, with the ability to present complex information clearly.
- Proven ability to work collaboratively across functions and build effective business partnerships.
- High attention to detail and commitment to accuracy.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications, Capabilities, and Skills
- MBA, CPA, CFA, or similar qualifications.
- Experience in financial services or prior FP&A experience.
- Experience with data visualization tools such as Tableau or Power BI.
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/Veterans
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.
Drive financial planning, analysis, and reporting to support strategic decision-making for Wholesale Lending Services.