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Planning & Analysis- Associate

JP Morgan

0 - 3 years

Bengaluru

Posted: 06/09/2025

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Job Description

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.


As a Planning & analysis Associate within our Finance Team, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations affecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities

  • Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, and conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.

  • Report on efficiency, analytics, and strategy, including but not limited to location strategy, span of control, reporting, and analytics.

  • Create financial business cases to support business initiatives.

  • Monitor and report on key metrics, drive data quality initiatives across the product area, and help define future needs of the product area.

  • Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.

  • Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets.

  • Design new reports and dashboards to efficiently deliver the financial results to senior management.

  • Enhance controls and streamline processes, introducing automation where possible.
     

Required qualifications, capabilities, and skills

  • Minimum 2 years finance and/or accounting experience
  • Bachelor’s degree in Finance is required
  • Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
  • Strong interpersonal skills and ability to work across a highly matrixed cross functional organization
  • Ability to communicate to leadership in a concise and effective manner both verbally and written
  • Be a team player who shows commitment and dedication while maintaining a positive attitude and high level of performance on time-sensitive initiatives
  • Highly proficient with Microsoft Office suite (emphasis on PowerPoint and Excel)

Preferred qualifications, capabilities, and skills 

  • Knowledge of SQL and Alteryx is a plus

     

About Company

JP Morgan Chase & Co. is one of the world's largest and most prestigious financial institutions, headquartered in New York City. It operates in over 100 countries, providing a wide range of financial services including investment banking, asset management, commercial banking, and wealth management.The company serves corporations, governments, institutions, and individual clients, offering expertise in areas such as mergers and acquisitions (M&A), securities trading, and credit management. Known for its global reach and financial strength, JP Morgan is a leader in innovation and sustainability within the banking industry.

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