Join the Sales Planning and Analysis Reporting team responsible for competitor benchmarking submissions, front office sales reporting, and senior leadership materials. In this role, you will help lead and coordinate the revenue budgeting and forecasting process and deliver accurate, timely reporting under tight deadlines. You will partner closely with product business managers, finance partners, and technology teams to resolve data questions and deliver high-quality outputs. You will also support business reviews and presentations for internal stakeholders, including the Operating Committee and the Board of Directors.
Job summary
As an Associate, Financial Analysis within the Sales Planning and Analysis Reporting team, you will deliver competitor benchmarking submissions, management reporting, and presentation materials for senior stakeholders. You will coordinate quarterly revenue submissions, manage inputs and exclusions with business partners, and address reconciliation breaks and proofing queries. You will support the revenue budgeting and forecasting process and maintain dashboards,



scorecards, and reference data to ensure accuracy. You will collaborate across planning and analysis, technology teams, and lines of business to deliver recurring reporting and ad-hoc initiatives, while supporting transformation through tools such as Alteryx and Tableau.
Job responsibilities
• Deliver quarterly competitor benchmarking revenue submissions under stringent timelines for Financial Institution and Corporate clients
• Liaise with product business managers to finalize exclusions, gather inputs, and review submission numbers
• Coordinate with Coalition contacts to manage timelines, current requirements, and product and client taxonomy changes
• Respond to proofing queries and investigate reconciliation breaks related to submissions
• Update dashboards and downstream tools with revised Coalition results
• Maintain periodic reporting for front office sales, including sales team,

📌 Associate Financial Analysis Mumbai
🏢 JPMorgan Chase
📍 Mumbai