Associate – Financial Planning & Analysis

J.P. Morgan is a leading global financial services firm, established over 200 years ago:

• We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management.
• We have assets of $2.5 trillion and operations worldwide
• We operate in more than 100 markets.
• We have more than 243,000 employees globally.

Our wholesale businesses include J.P. Morgan’s Asset Management, Commercial Banking and the Corporate & Investment Bank which provide products and services to corporations, governments, municipalities, non-profits, institutions, financial intermediaries and high-net worth individuals and families.

Our corporate functions support the entire organization and include the following functions: Accounting, Audit, Finance, Human Resources, Operations, and Technology.

J.P. Morgan in India provides a comprehensive range of Corporate & Investment Banking, Commercial Banking, Asset & Wealth Management, and Corporate functions services and solutions to our clients, executing some of the most important financial transactions and providing essential strategic advice to our clients such as the government, large domestic and multi-national corporations, non-government organizations and financial institutions and investors. India is a key market for JPMorgan Chase globally and our employees in India are a critical part of how we do business globally and are integrated within our businesses. Our Global Service Centers (GSCs) are strategically positioned in Mumbai, Bangalore and Hyderabad to support the firm’s operations regionally and globally. The centers provide comprehensive strategic support across technology and business operations processing to all lines of business and the corporate functions.

Job Description- Associate

Commercial Banking provides the complete product offering of JPMorgan Chase, including lending, treasury services, investment banking and investment management to corporations, financial institutions, municipalities, and not-for-profit entities.

Corporate Client Banking and Specialized Industries (CCBSI) covers private & public companies typically with annual revenue >$500mm. CCBSI provides clients with the full breadth of J.P. Morgan’s products suite including Investment Banking, Treasury Services and Credit.

• Key technical competencies
• Supporting the Global Finance team in developing best in class Management & Financial reporting solutions and deploying these practices across CB business segments
• Expert knowledge in business finance reporting- by product and business segment in banking finance domain
• To constantly analyze performance and seek, together with the management team, opportunities for business improvements and efficiencies
• Engage with people – to ensure highest retention levels through performance management, learning & development and career paths. Ensure all critical roles have succession plans in place
• Key responsibilities
• Ability to deliver end to end solutions as per agreed strategy with the US leads and drive team to provide well-articulated business insights based on available reports and data
• Understand business and finance requirements and interpret data to provide meaningful analysis to facilitate business decision-making
• Generate various insights for senior management to enable decision making, with information on trends, major movements and segmentation report with several other key measures
• Take responsibility and accountability for robust quality control and standards
• Provide thought leadership to the team and lead by example by delivering ad-hoc requests quickly and independently
• Proactive approach to identify and highlight major variances
• Key skills/ Desirable Characteristics
• Relevant experience ranging between 6-10 years in FP&A domain
• Create an environment within the team which fosters knowledge sharing and open forums
• Develop the soft skills and technical competency of team by putting together personal development plans for all team members
• Ensure the team is adequately cross-trained and cover is in place for all key functions/businesses/regions
• Ability to work in a fast paced, dynamic environment while carrying multiple projects at any given time
• Curious, energetic and highly proactive in nature and always focusing on opportunity arising from situations
• Prior stakeholder engagement (VP and above) is desirable

Educational Qualifications

• CA / ICWA / CMA / CPA / MBA Finance from premier institute
• Bachelor’s degree in finance or accounting
• In-depth knowledge in Excel and BI reporting tools

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.