Job DescriptionJoin the Planning and Analysis team coordinating budgeting, forecasting, and management reporting for senior leadership. Financial Planning and Analysis is responsible for the short- and long-term projection of earnings and capital across varying economic scenarios. The team partners closely with groups across lines of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. In this role, you will deliver high-impact analytics and materials that support decision-making across the firm.Job summaryAs a Financial Planning and Analysis Manager within the Planning and Analysis team, you will lead and coordinate key budgeting and forecasting processes and deliver management reporting for senior stakeholders. You will prepare, consolidate, review, and analyze financial activities such as budget and mid-year forecast, quarterly earnings, Net Interest Income and Net Interest Margin analytics, and balance sheet reporting. You will analyze line of business business models, earnings sensitivities, and strategic initiatives to strengthen understanding of financial performance drivers. You will partner with lines of business and corporate functions to deliver timely, accurate materials for leadership and other stakeholders. You will also lead one-off and repeatable analyses and support ad-hoc projects as needed.Job responsibilitiesPrepare, consolidate, review, and analyze key financial activities including budget and mid-year forecast, quarterly earnings, spot and average balance sheet, and business performance driversProduce financial updates and supporting materials for the Board, Operating Committee, and regulatorsDeliver Net Interest Income (NII) and Net Interest Margin (NIM)



analytics and related performance insightsExecute planning and reporting processes with emphasis on accuracy and timeliness against prescribed timetables and calendarsAnalyze line of business business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial resultsLead additional one-off and repeatable analyses as required by senior managementCommunicate and coordinate effectively with lines of business and corporate functions, including External Reporting, Investor Relations, and Corporate Finance and AnalysisSupport ad-hoc projects as necessaryConsolidate, review, analyze, and present financial results to stakeholders through transparent narratives and structured materialsRequired qualifications, capabilities, and skillsBachelor’s degree in Accounting, Finance, Economics, or related field6+ years of professional experience handling large amounts of data and analyzing profit and loss and balance sheet driversAdvanced Microsoft Office skills, including Excel and PowerPointExperience in the consolidation, review, analysis, and presentation of financialsExceptional analytical, problem-solving, critical thinking, and project management skills with a track record of execution against deliverablesExcellent oral and written communication and relationship management skillsDetail-oriented with ability to multi-task in a fast-paced environment with frequently changing priorities and to meet deadlines under pressureSelf-starter driven to excel, challenge the status quo, and initiate improvements where necessaryPreferred qualifications, capabilities, and skillsPrevious experience in a finance or planning role in banking or financial servicesExperience with internal financial systems such as Essbase and Hyperion

📌 Vice President - Financial Analysis (Maharashtra)
🏢 Jp Morgan
📍 Maharashtra