201 jobs for "Financial Planning & Analysis Associate"

Join the Global Liquidity Finance team in Plano and play a pivotal role in supporting key business priorities and driving financial performance within our Asset Management division.

As an Associate within the Product CFO team, you will be responsible for providing comprehensive financial analysis, planning, and reporting to support strategic decision-making to the Global Liquidity Business. You will collaborate closely with the Liquidity CFO and the broader P&A team to enhance financial performance, while engaging with business leaders and peers across product and channel desks.

This role offers the opportunity to partner with senior stakeholders, providing an excellent opportunity for personal and professional development. This position will involve ownership of the various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business.

Job Responsibilities

• Provide senior stakeholders with comprehensive monthly and quarterly financial reviews, helping them understand profitability drivers to make informed decisions.
• Conduct in-depth variance analysis on financial results to identify trends and opportunities.
• Partner with business during budget cycle to analyze industry and project full year flows budget.
• Collaborate with desk heads to develop key performance metrics.
• Develop streamlined processes for Business as usual reporting through automation, boosting efficiency and accuracy.
• Participate in month end controls to ensure accurate and timely financial reporting, maintaining the integrity of financial data.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Accounting, Finance, or a technical subject.
• Minimum of 3 years of relevant Financial Services experience, and understanding of financial principles
• Proficiency with Excel, PowerPoint, Essbase, and experience with Alteryx
• Excellent verbal and written communication skills.
• Ability to maintain composure in a fast-paced environment.
• Integrity in handling sensitive and confidential information.
• Ability to work independently and manage multiple projects.
• Enthusiastic and proactive approach to work.
• Team player with the ability to be a trusted partner.

Preferred Qualifications, Capabilities, And Skills

• Experience in Asset Management or related financial services.
• Accounting or professional qualification (CPA, CFA, MBA).
• Familiarity with investment management across asset classes.
• Strong problem-solving skills and attention to detail.
• Experience in developing financial models and tools.
• Knowledge of global financial markets and trends.

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).

ABOUT US

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 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

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

About JPMorgan Chase

We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.

Size: 10,000+ employees
Industry: Financial Services

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