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Corporate Finance: Financial Planning & Analysis - Associate

Req #: 170109514
Location: Jersey City, NJ, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at

The Corporate Sector Planning & Analysis Group (P&A) supports the JPMorgan Chase Controller and CFO by providing pertinent and timely analysis of the financial performance of the Corporate Line of Business (LOB) and each of its business units. P&A prepares the Corporate LOB's quarterly Press Release package, quarterly 10Q, and annual 10K. The group is also responsible for leading the forecasting and budgeting processes, including providing guidance to the business units and reporting and analysis to Senior Management of the firm.


The Allocations Hub is a specialized function within Corporate Sector P&A which provides operational support, guidance, and oversight for the end-to-end expense allocation process. The team is comprised of Finance professionals in the United States and India who reach across the Corporate Sector to develop allocation strategies. Those strategies are then implemented via SAP-CO to distribute expenses out to the lines of business. On top of the operational functions, the team conducts ongoing analytics of allocated expenses and drivers.


The P&A Associate will assist the P&A Allocations team in various activities including:

  • Partner with Corporate P&A forecasting, reporting teams and allocation peers to support select corporate sector function's recurring monthly allocation process. 

  • Prepare summary reporting focusing on select corporate sector functions and subsequent allocations to lines of business (LOB’s).

  • Provide robust reporting and analysis of allocation variances for function teams and LOB’s. 

  • Provide Allocation support for formal planning cycles - Budget and Mid Year Forecast (MYF) including preparing presentation materials for reviews with LOB’s.

  • Cultivate and maintain relationships with P&A teams across the Firm to ensure their full understanding of allocations.

  • Partner with allocation team members in implementing automation strategies (dashboard automation, robotics, etc).

  • Document and maintain allocation metrics for select corporate functions.

Ad Hoc analysis as required.

Skillset Background and Requirements: 

  • Strong technical skills, including Excel, Powerpoint, and Word.
  • Prior Essbase experience preferred
  • Bachelor's degree in business related discipline
  • 3 to 5 years of relevant experience desired
  • Analytical skills – ability to handle large volumes of data and crisply interpret results
  • Communication skills - Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders
  • Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities
  • Sound judgment and independent decision making are required
  • Ability to maintain composure in a fast-paced environment and prioritize projects accordingly

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