Finance and Business Management (F&BM): Planning & Analysis (P&A) Senior Associate

Join a team at the forefront of international consumer banking, where your insights shape business decisions and drive growth. As part of the ICB F&BM team, you will collaborate with talented colleagues across global locations, gaining exposure to senior leaders and innovative financial tools. This role offers the opportunity to expand your expertise, contribute to impactful projects, and accelerate your career progression. Experience a culture that values inclusivity, agility, and continuous learning. Make a difference by delivering analysis that supports strategic initiatives and business success.

Responsibilities

• Lead production and reporting of monthly outlooks and annual budgets for P&L, balance sheet, and headcount at the legal entity level.
• Learn and become a subject matter expert in new planning and analysis tools as they are implemented.
• Support firmwide teams by addressing queries related to ICB financial performance.
• Assist in preparing materials for quarterly earnings, Investor Day, senior management reviews, and offsite meetings.
• Produce and analyze baseline and stressed forecasts for regulatory submissions.
• Partner with business and strategy teams to perform ad-hoc financial modelling.
• Contribute to strategic projects, including developing long-term solutions for user tools.
• Migrate processes from Excel to firmwide systems.
• Demonstrate agility and cross-functional collaboration to support wider teams.
• Present findings and recommendations to senior management.
• Maintain accurate and auditable records for all financial analysis.

Required Qualifications, Capabilities, And Skills

• Demonstrate excellent communication skills, with the ability to analyze and summarize large data sets.
• Thrive in a fast-paced, results-driven environment.
• Exhibit strong analytical and problem-solving abilities.
• Show flexibility and resilience under pressure, meeting changing requirements and strict deadlines.
• Maintain exceptional attention to detail and commitment to auditable records.
• Proficiency in Microsoft Office Suite, including advanced Excel skills.
• Ability to synthesize multiple data sources into cohesive presentations and recommendations.
• Experience presenting findings to senior management.
• Adapt quickly to new technology tools.
• Collaborate effectively across global teams.
• Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward.

Preferred Qualifications, Capabilities, And Skills

• Experience with VBA development.
• Knowledge of Anaplan or similar planning tools.
• Exposure to financial modelling for new business initiatives.
• Familiarity with regulatory submissions such as ICAAP, ILAAP, or CCAR.
• Experience supporting Investor Day or senior management reviews.
• Background in migrating processes to firmwide systems.
• Ability to contribute to strategic projects and long-term solutions.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

About The Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.