As an Associate in FPA, Promote budgeting and forecasting while coordinating management reports and presentations as an Associate in Planning and Analysis.

Job Summary

As an Associate in Financial Planning Analysis (FPA), you will lead and coordinate the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

Job Responsibilities

- Serve as a liaison between Firm-wide PA, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
- Create, maintain and review financial models and analyses (both recurring and ad-hoc)
- Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
- Collaborate with business partners across PA, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives




- Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Preferred Qualifications

- BA/BS in Finance, Economics, Accounting (CFA, CPA, MBA a plus)
- At least 8 years of relevant FPA experience, preferably in the financial services industry

Required qualifications, capabilities, and skills

- The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, agile environment
- Excellent organizational, management, and both verbal and written communication skills
- Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
- Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
- Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
- Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Financial Planning & Analysis- Associate (Maharashtra)
🏢 JPMorgan Chase Bank
📍 Maharashtra