Financial Planning & Analysis Senior Associate

Location: Plano, TX, United States

Job Family: Financial Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and excellence in banking. The Financial Planning & Analysis Senior Associate role within our Financial Analysis team in Plano, TX, plays a pivotal part in driving strategic insights for our operations. This position involves providing in-depth financial analysis, forecasting, budgeting, and developing advanced reporting capabilities to support our dynamic business units. As a key contributor, you will help ensure our financial strategies align with the firm's overarching goals in a competitive financial services landscape, leveraging cutting-edge tools to deliver actionable intelligence. In this role, you will collaborate closely with finance leaders and cross-functional teams to build robust financial models, analyze performance trends, and produce comprehensive reports that inform executive decision-making. Responsibilities include supporting the annual budgeting cycle, conducting variance analyses, and identifying opportunities for efficiency gains in financial processes. You will also contribute to ad-hoc projects, such as scenario planning for market volatilities or regulatory impacts, ensuring all activities adhere to JP Morgan Chase's high standards of compliance and risk management. This position offers exposure to diverse aspects of corporate finance within one of the world's largest banks. We seek a proactive professional passionate about financial services, with a strong foundation in analysis and a drive for continuous improvement. Joining JP Morgan Chase means becoming part of a supportive culture that values diversity, professional growth, and work-life balance. In Plano, TX, you'll benefit from our state-of-the-art facilities and opportunities to advance your career in a globally influential organization dedicated to shaping the future of finance.

Key Responsibilities

• Conduct strategic financial analysis to support business decisions and identify key performance drivers
• Develop and maintain financial models for forecasting, budgeting, and variance analysis
• Prepare timely and accurate financial reports for senior management and stakeholders
• Collaborate with cross-functional teams to enhance reporting capabilities and implement new financial tools
• Monitor and analyze financial performance metrics to ensure alignment with organizational goals
• Support the annual budgeting process and quarterly forecasting updates
• Identify opportunities for process improvements in financial planning and analysis
• Assist in ad-hoc financial projects, including scenario planning and risk assessment
• Ensure compliance with internal controls and regulatory standards in all financial activities

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 3-5 years of experience in financial planning, analysis, or related roles within the financial services industry
• Proficiency in financial modeling, forecasting, and budgeting processes
• Strong analytical skills with the ability to interpret complex financial data
• Experience with financial reporting tools and ERP systems such as SAP or Oracle
• Ability to work in a fast-paced, collaborative team environment

Preferred Qualifications

• MBA or advanced degree in Finance or Business Administration
• Prior experience at a major financial institution like JP Morgan Chase
• Certification such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant)
• Knowledge of regulatory requirements in banking and financial services
• Experience with advanced analytics tools like Tableau or Power BI

Required Skills

• Financial modeling and forecasting
• Budgeting and variance analysis
• Data analysis and interpretation
• Proficiency in Microsoft Excel (advanced functions, pivot tables)
• Knowledge of SQL for data querying
• Experience with financial software like Hyperion or Anaplan
• Strong communication and presentation skills
• Analytical thinking and problem-solving
• Attention to detail and accuracy
• Team collaboration and stakeholder management
• Time management in a deadline-driven environment
• Understanding of GAAP and financial regulations
• Adaptability to changing business priorities
• Project management basics
• Risk assessment and mitigation

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and other financial wellness benefits
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements, including hybrid options in Plano, TX

JP Morgan Chase is an equal opportunity employer.