Full-Time

Financial Planning & Analysis Associate

Deadline 8/10/26
JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services with diversified offerings

No salary listed

Mumbai, Maharashtra, India

In Person

Category
Finance & Banking (1)
Required Skills
Data Science
Forecasting
Financial analysis
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining/gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Strong verbal and written communication skills with the ability to articulate complex issues clearly
  • Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments with often little lead time or information
  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Highly motivated self-starter with excellent time management/prioritization skills
  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Responsibilities
  • Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
  • Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible
Desired Qualifications
  • 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background

A global financial services firm offering investment banking, asset management, private equity, financial services, and consumer banking to individuals and institutions. It works by providing advisory, lending, trading, and financing services through a worldwide network, earning revenue from interest, fees, and trading commissions, and using its data and the JPMorgan Chase Institute to analyze economies. It stands apart from peers due to its size, full-range services across consumer and corporate markets, extensive market access, and in-house data-driven insights. Its goal is to deliver comprehensive financial products with integrity and growth while supporting clients and communities through data-backed analysis and targeted programs.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

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Simplify Jobs

Simplify's Take

What believers are saying

  • JPMorgan earned $21.2 billion in Q2 2025, leading five major US banks in profit.
  • AI automates multistep workflows targeting $2 billion in annual savings by 2025.
  • Revenue surged 27% to $58 billion in Q2 2026, beating analyst estimates by 13%.

What critics are saying

  • New DOJ emails trigger Senate scrutiny over Dimon's knowledge of Epstein's 1998-2013 client status.
  • Epstein victims may reopen liability lawsuits despite prior $290 million and $75 million settlements in 2023.
  • Governance failures linked to Epstein ties could trigger regulatory penalties and negative media cycles within 12-18 months.

What makes JP Morgan Chase unique

  • Proprietary LLM Suite deployed to 230,000 employees drives 30-40% efficiency gains.
  • OmniAI platform enables real-time fraud detection saving nearly $1.5 billion cumulatively.
  • Ranked first on Evident AI Index for banking AI maturity for four consecutive years.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
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