Full-Time

Financial Planning & Analysis – Senior Associate

Corporate Stress Testing

Updated on 3/14/2025

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services and investment banking

No salary listed

Senior

Plano, TX, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • BA/BS in Finance or Accounting
  • 5+ years of experience
  • Advanced skills in Excel, Essbase and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data sets
  • Advanced verbal and written communication skills with the ability to articulate complex issues clearly
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Self-starter with excellent time management/prioritization skills
  • Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
  • Demonstrated ability to partner well, mentor and influence others
Responsibilities
  • Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
  • Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
  • Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
  • Participate in and support ad-hoc special projects and requests as needed
  • Provide timely and concise updates and escalate issues appropriately
  • Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
  • Help process improvement and automations to increase operational efficiency
Desired Qualifications
  • CFA, CPA, MBA
  • Experience in the financial services industry
  • Experience with CCAR

JPMorgan Chase & Co. provides a wide range of financial services to individuals, small businesses, corporations, governments, and institutions across more than 100 markets worldwide. Its services include investment banking, asset management, financial transaction processing, and consumer banking, which encompasses personal banking, mortgages, credit cards, and auto financing. The company operates by leveraging its extensive expertise and proprietary data to deliver high-quality financial products and services, generating revenue through interest income, service fees, and trading commissions. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and growth, along with its focus on social responsibility, including initiatives to support veterans and community development. The company's goal is to strengthen the workforce and support communities while providing valuable economic insights through the JPMorgan Chase Institute.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • AI-driven compliance solutions are essential for managing complex regulatory environments.
  • The launch of JUSA ETF reflects innovation in investment products for consistent returns.
  • Cross-border payment solutions and AI-powered fraud prevention are increasingly important.

What critics are saying

  • Legal risks from Wells Fargo's lawsuit over a $481 million real estate loan.
  • Potential reputational damage from 'extend and pretend' practices in real estate lending.
  • Increased competition in cross-border payments with Papaya Global's expansion.

What makes JP Morgan Chase unique

  • JPMorgan Chase leverages over 200 years of financial expertise and market presence.
  • The firm offers a comprehensive range of services from investment banking to consumer banking.
  • JPMorgan Chase's proprietary data and market access enhance its financial product offerings.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

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