Planning & Analysis

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We re proud to lead the U. S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. 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.

As an Associate in the Consumer Banking Finance team within the retail banking operations of JP Morgan Chase, you will be responsible for delivering key management reports, handling adhoc reporting requests, and providing insightful commentary in reports. You will play a key role in producing Budget decks and supporting month close deliverables, CCAR, Risk Appetite, Investor Day, and earnings-related processes. You will continuously look for opportunities to simplify, automate, and dashboard BAU processes.

Job Responsibilities

• Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
• Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests.
• Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
• Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
• Handle month close related deliverables including review decks and walks.
• Support CCAR, Risk Appetite and other regulatory reporting processes as appropriate.
• Support Investor Day, and earnings-related processes as required
• Continuously look at opportunities to simplify / automate / Dashboard BAU processes

Required qualifications, capabilities, and skills

• Proven ability to take initiative, influence others, and achieve results
• Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
• Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
• CA / MBA / CWA with 5+ years of experience in financial planning and analysis
• Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
• Strong knowledge of Excel and Powerpoint

Preferred qualifications, capabilities, and skills

• Knowledge and experience of SQL, Python, Data Science, Artificial Intelligence and Machine Learning would be a plus

Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We re proud to lead the U. S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. 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.

As an Associate in the Consumer Banking Finance team within the retail banking operations of JP Morgan Chase, you will be responsible for delivering key management reports, handling adhoc reporting requests, and providing insightful commentary in reports. You will play a key role in producing Budget decks and supporting month close deliverables, CCAR, Risk Appetite, Investor Day, and earnings-related processes. You will continuously look for opportunities to simplify, automate, and dashboard BAU processes.

Job Responsibilities

• Produce management reports on a weekly, monthly and Quarterly basis within tight timelines and with the highest degree of accuracy and quality
• Handle adhoc requests coming from senior management on metrics and PnL lines in a timely manner by understanding the context of the requests.
• Provide crisp and insightful commentary in reports that explain numbers in clear and summarized manner.
• Play a key role in producing the Budget decks, walks and review material during the annual budgeting cycle.
• Handle month close related deliverables including review decks and walks.
• Support CCAR, Risk Appetite and other regulatory reporting processes as appropriate.
• Support Investor Day, and earnings-related processes as required
• Continuously look at opportunities to simplify / automate / Dashboard BAU processes

Required qualifications, capabilities, and skills

• Proven ability to take initiative, influence others, and achieve results
• Ability to manage multiple (and changing) project deliverables at same time; can independently prioritize deliverables, execute toward milestones, and identify roadblocks.
• Strong communication, presentation, planning, and inter-personal skills. Confidence to work directly with senior managers to influence direction and provide a counter point.
• CA / MBA / CWA with 5+ years of experience in financial planning and analysis
• Strong written and oral communication skills; ability to communicate effectively with all levels of management and partners from a variety of business functions
• Strong knowledge of Excel and Powerpoint

Preferred qualifications, capabilities, and skills

• Knowledge and experience of SQL, Python, Data Science, Artificial Intelligence and Machine Learning would be a plus