Financial Planning & Analysis (FP&A;) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A; operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

Primary Responsibilities

• Serve as a liaison between Firm-wide P&A;, 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 P&A;, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives

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

Qualifications

• The candidate must be a self-starter who is able to work in a fast paced, results driven environment

• MBA in Finance, Accounting (CFA, CPA or CA)

• At least 5+ years of relevant FP&A; experience, preferably in the financial services industry

• Sound judgment, skilled maturity and personal integrity, robust work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities

• The ability

📌 Associate Planning & Analysis Mumbai
🏢 JPMorgan Chase
📍 Mumbai