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Corporate Finance: Financial Planning & Analysis, Senior Associate

Req #: 170112493
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 $2.6 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.  As such, P&A operates in close cooperation with the CFO and Business Management groups in each Corporate group in order to obtain, understand, analyze and draw conclusions with respect to financial results and forecasts. 

The group works closely with Firmwide Planning & Analysis, Investor Relations, Corporate Finance Analytics and Corporate Financial Reporting to analyze competitors, provide financial guidance to the Street, complete Regulatory/Fed requests and prepare for investor presentations.  Corporate LOB groups include Enterprise Technology and all Chief Administrative Office, Corporate Staff and Corporate Aligned groups.

**While this role is based in Jersey City, NJ this role often require working from our NYC Midtown office**




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

  • Drive annual planning, monthly forecasting and centralized reporting processes

  • Partner with the business in building plans and associated budgets/forecasts/variance analyses and assist in understanding the inputs to and conclusions that can be drawn from the analysis of performance vs. plan and financial forecasting

  • Review and analyze p&l’s to generate insight for CFO’s and assist p&l management, plus assess primary drivers and variances to be communicated to senior leadership

  • Build effective relationships with business management teams to develop deep understanding of the Corporate groups

  • Help drive process improvement and forecasting consistency across functions and identify opportunities to increase efficiency

  • Contribute to automation projects and other initiatives

    • Bachelor Degree in Accounting or Finance preferred

    • Advanced Excel skills preferred. Essbase aptitude a plus.

    • 3 - 6 years of relevant experience desired

    • Proven ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

    • Analytical ability - Prior experience with financial statement analysis

    • Communication skills - Ability to communicate succinctly and efficiently

    • 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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