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J.P. Morgan

Financial Planning and Analysis, Senior Associate

J.P. Morgan, New York, New York, us, 10261

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Overview Join our dynamic Global Investment Banking Planning and Analysis (P&A) team and help drive the future of our business. We are seeking a strategic and experienced Senior Associate who thrives in a fast-paced environment and is excited to help drive financial performance and growth through analysis, innovation and collaboration. This role offers high visibility and the opportunity to work with senior leaders across the Investment Bank and will play a key part in supporting decision-making processes and delivering impactful financial insights.

Job Summary As a Financial Planning & Analysis Senior Associate on the Global Investment Banking team, you will play a key role in driving financial performance and supporting strategic planning. This role offers exposure to high-impact projects, opportunities to collaborate with senior stakeholders, and the chance to influence key business decisions through financial and business insights. You will work closely with a diverse group of stakeholders in a dynamic and inclusive environment.

Job Responsibilities

Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions

Support business heads in conducting strategic business reviews by providing financial insights and recommendations

Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting

Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making

Partner with the business management team to manage headcount and drive expense-saving initiatives

Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders

Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads

Exhibit strong public speaking qualities to effectively communicate financial insights and strategies

Collaborate with cross-functional teams to support business objectives

Analyze data and develop innovative, solution-focused ideas to address business challenges

Ensure accuracy and quality in financial analysis and reporting

Required Qualifications, Capabilities, and Skills

At least 4 years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)

Values input and works effectively in cross-functional teams

Anticipates trends and develops long-term strategies

Conveys complex information clearly with excellent verbal and written communication skills

Builds strong relationships and demonstrates empathy and emotional intelligence

Analyzes data and develops innovative, solution-focused ideas

Manages multiple tasks and adapts to changing environments

Ensures accuracy and quality in analysis and reporting

Makes informed, timely decisions under pressure

Upholds high ethical standards and confidentiality

Confident and persuasive public speaker

Preferred Qualifications, Capabilities, and Skills

Experience partnering with multiple senior stakeholders

Degree qualification in Business, Finance, Economics, or related area

Previous experience in a finance or planning role in banking or financial services

Experience in analytical reviews and presentation of business performance

This position is not eligible for sponsorships.

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