Financial Planning and Analysis, Associate
Accounting & Finance
Chicago, IL, USA
Join our dynamic Commercial & Investment Bank (CIB) Finance & Business Management team and play a pivotal role supporting our Finance organization—helping ensure senior management has the insights needed to execute strategic objectives. This high-impact opportunity offers broad exposure across planning, forecasting, reporting, and executive storytelling, while partnering with senior leaders and key stakeholders. Our team is evolving toward increased automation and AI-enabled workflows to improve speed, accuracy, and scalability, while maintaining strong controls and data integrity.
As a P&A Associate in the CIB Finance & Business Management team, you will support the financial planning and analysis function across budgeting, forecasting, management reporting, and executive presentations. You will collaborate with Business Management, reporting, and technology partners to deliver timely insights and improve recurring processes through standardization, automation, and firm-approved AI tools where appropriate. In this role, you will help modernize how results are communicated—pairing AI-enabled acceleration with validation, explainability, and strong data controls to ensure senior-readiness.
Job responsibilities
- Analyze large datasets to produce insightful budget and performance analyses
- Partner with Business Management to develop timely, accurate headcount and expense projections
- Produce monthly, annual, and multi-year forecasts
- Prepare accurate, timely monthly financial reporting packages
- Translate analysis into executive-level materials and storytelling using PowerPoint/PitchPro+
- Deliver ad-hoc analysis to support leadership priorities and business decisions
- Identify opportunities to automate recurring analyses and reporting to reduce cycle time and operational risk
- Standardize and simplify processes to reduce manual reconciliations and improve controls
- Leverage firm-approved AI tools to accelerate analysis, summarize key themes, and enhance presentation development with appropriate validation
- Coordinate deliverables with project managers and partner F&BM teams across LOBs/sub-LOBs
- Continuously improve executive reporting through automation and AI-assisted workflows, ensuring consistency and senior-readiness
Required qualifications, capabilities, and skills
- Earn a college degree (or equivalent experience as applicable)
- At least 2 years of relevant finance/accounting experience
- Apply strong analytical skills with high attention to detail
- Interpret complex financial data and communicate insights clearly
- Build strong, positive relationships with business stakeholders
- Prioritize multiple deliverables and deliver results in a fast-paced environment
- Demonstrate strong organization, independence, and follow-through
- Communicate effectively with senior stakeholders and business leads
- Collaborate across teams and influence outcomes without direct authority
- Use Excel and PowerPoint/PitchPro+ proficiently
- Demonstrate a continuous-improvement mindset and comfort adopting new tools/ways of working (including AI-enabled solutions where appropriate)
Preferred qualifications, capabilities, and skills
- Use Paragon (or similar finance/reporting tools) effectively
- Improve finance processes through automation (standardization, workflow redesign, controls)
- Apply firm-approved AI tools to enhance analytics, reporting, or presentation workflows
- Partner effectively with reporting and technology teams to implement scalable solutions
Additional Information
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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.
Promote insight for senior leaders, empowering them with the information needed to achieve their strategic goals.