Apply Now    

Corporate Finance: Firmwide Planning and Analysis - PRIME Legal Entity - Associate

Req #: 170123285
Location: New York, NY, 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 Firmwide Planning & Analysis Group is responsible for partnering within the business and across the firm to provide financial and strategic analysis, central oversight and coordination of firm wide budgeting and forecasting, macroeconomic scenario design and distribution, and strategic program management and execution including the new Firmwide Forecasting Framework.  This includes oversight for firm wide reporting across all four lines of business (LOB): Corporate and Investment Bank (CIB), Asset Management (AM), Consumer and Community Banking (CCB) and Commercial Bank (CB). 
Additionally, P&A helps drive and improve automation, simplification of processes and the enhancement of analytics.


These roles primarily support the strategic analysis of our financial planning framework. Along with working closely with LOB teams and functions as it relates to routine reporting, as well as ad-hoc analysis and due diligence.

Group Overview

The FWP&A LE (Firmwide Planning and Analytics Legal Entity) team is responsible for end-to-end processes related to P&L and Balance Sheet analytics, planning and forecasting of major legal entities (LEs). The FWP&A LE Associate is expected to play an integral role in all aspects of LE P&L and Balance Sheet forecasting and reporting including consolidation, analysis and preparation of executive presentations for internal and external meetings with Senior Management and Regulators. The candidate can expect to have exposure to senior leaders across Corporate and Lines of Business and must possess excellent analytical and communication skills, as well as the ability to partner with all levels of the organization.

  • Preparation, consolidation, review and detailed analysis of  a number of key financial activities including, but not limited to:
    • LE Budget and LE Mid-Year-Forecast for P&L and Balance Sheet
    • LE monthly and weekly Forecast for P&L and Balance Sheet
    • Financial updates for the Board, Operating Committee and Regulators
    • Other ad-hoc  analysis
  • Execution of the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
  • Lead additional one-off and repeatable analyses as required by senior management
  • Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, LE Controllers, Tax department, Treasury)
  • Support ad hoc projects as necessary

  • Over 3 years professional experience in handling large amount of data, analyzing P&L and Balance sheet drivers preferred
  • Experience in the consolidation, review, analysis and presentation of Financials
  • Experience with internal financial systems such as Essbase and Hyperion preferred
  • Bachelor's Degree in Accounting, Finance, Economics, or related field
  • Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
  • Excellent oral and written communication and relationship management skills
  • Detail-oriented and ability to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
  • People skills
  • Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
  • Advanced Microsoft Office skills (Excel including macros & PowerPoint in particular)
  • Previous experience in a finance / planning role in banking or financial services strongly preferred

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.