Financial Planning & Analysis- Analyst

Location: Bengaluru, Karnataka, India

Job Family: Financial Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-focused solutions. As a Financial Planning & Analysis Analyst in our Bengaluru office, you will play a pivotal role in driving the firm's financial strategy through accurate forecasting, budgeting, and insightful analysis. This position within the Corporate Finance team offers an exciting opportunity to contribute to high-impact projects that support our diverse business lines, including investment banking, asset management, and commercial banking. You will work in a dynamic environment that values precision, collaboration, and forward-thinking approaches to financial decision-making. Your core responsibilities will include building sophisticated financial models to forecast revenue and expenses, analyzing key performance indicators to uncover actionable insights, and preparing comprehensive reports for executive leadership. You will partner with various stakeholders across the organization to ensure alignment between financial plans and strategic goals, while also conducting variance analysis to explain deviations from budgets. In this role, you will leverage cutting-edge tools and data analytics to support scenario planning and risk mitigation, helping JP Morgan Chase maintain its position as a trusted leader in the financial services industry. We seek candidates who are passionate about finance and eager to grow within a world-class institution. This Analyst position is ideal for professionals with a solid foundation in financial analysis and a desire to make a tangible impact on global operations. Join us in Bengaluru, where you'll benefit from our commitment to employee development, inclusive culture, and opportunities for career advancement in one of the world's most prestigious financial organizations.

Key Responsibilities

• Develop and maintain financial models to support budgeting and forecasting processes
• Analyze financial data and key metrics to identify trends and variances
• Prepare monthly, quarterly, and annual financial reports for senior management
• Collaborate with cross-functional teams to align financial plans with business objectives
• Conduct scenario analysis and stress testing for risk assessment
• Support the annual budgeting cycle and long-term financial planning
• Monitor and report on cost efficiencies and profitability metrics
• Provide insights and recommendations to optimize resource allocation
• Ensure compliance with internal controls and regulatory standards

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2-4 years of experience in financial planning, budgeting, or analysis within the financial services industry
• Proficiency in financial modeling and forecasting techniques
• Strong understanding of financial statements and key performance metrics
• Experience with data analysis tools and reporting software
• Ability to work in a fast-paced, collaborative environment

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of regulatory requirements in the banking sector
• Experience with enterprise resource planning (ERP) systems such as SAP

Required Skills

• Financial modeling and forecasting
• Data analysis and interpretation
• Proficiency in Microsoft Excel (advanced functions, pivot tables)
• Knowledge of SQL for querying financial databases
• Experience with Tableau or Power BI for visualization
• Strong analytical and problem-solving abilities
• Excellent communication and presentation skills
• Attention to detail and accuracy in reporting
• Time management and ability to meet deadlines
• Team collaboration and stakeholder management
• Understanding of GAAP and IFRS accounting standards
• Risk assessment and variance analysis
• Adaptability to changing business priorities
• Proficiency in financial software like Hyperion or Oracle

Benefits

• Competitive base salary and performance-based bonuses
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with company matching contributions
• Paid time off, including vacation, sick leave, and parental leave
• Professional development programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness initiatives
• Global mobility opportunities within JP Morgan Chase

JP Morgan Chase is an equal opportunity employer.