JPMorgan Chase India | Associate - Financial Planning and Analysis

Responsibilities

• As an Associate, you will provide end-to-end financial support for Core Engineering Solutions and Architecture.
• This role is suited for a highly motivated self-starter who can independently own deliverables, identify risks and opportunities, and drive financial processes from analysis through stakeholder communication and closure.
• As a Financial Analysis professional within a technology finance team supporting Core Engineering Solutions and Architecture, you will provide end-to-end financial support across budgeting, forecasting, reporting, and decision support.
• Build your career in Financial Planning and Analysis with a role that combines financial ownership, analytical rigor, business partnership, and process transformation within a dynamic technology organization.
• You will partner with finance, business managers, and product and technology leaders across a large matrixed organization.
• You will translate complex information into clear insights and recommendations for senior management.
• You will independently own deliverables, proactively identify risks and opportunities, and drive processes from analysis through stakeholder communication and closure.
• You will apply strong financial acumen, data capabilities, and sound judgment to translate complex information into clear insights and recommendations for senior management.
• Own recurring financial processes across month-end actuals, budgeting, forecasting, headcount and resource planning, scenario analysis, and variance reporting for Core Engineering Solutions and Architecture.
• Provide clear business rationale for financial performance, forecast movements, risks, opportunities, and key watch items, with actionable recommendations for finance and business leadership.
• Partner with product finance and business management partners, business managers, and Core Engineering Solutions and Architecture leadership to deliver monthly reporting and ad hoc insights across direct and allocated expenses.
• Own headcount reporting and planning, including requisitions, named joiners, known leavers, vacancies, vendor resources, and cost-center hierarchy changes.
• Develop high-quality senior-management presentations that clearly communicate the story behind the financials, key drivers, decisions required, and forward-looking implications.
• Design and enhance reports, dashboards, and analytical views that improve decision support and simplify the consumption of financial results.
• Identify and implement opportunities to strengthen controls, standardize reporting, streamline processes, and introduce automation where appropriate.
• Perform ad hoc financial analysis for senior management and respond to evolving business priorities with speed, judgment, and attention to detail.

Requirements

• Chartered Accountant, Chartered Financial Analyst, Master of Business Administration (Finance), or equivalent with 6+ years of relevant financial planning and analysis or finance experience.
• Strong ownership and self-starter mindset, with ability to independently drive deliverables to closure.
• Strong financial analysis skills with experience in budgeting, forecasting, variance analysis, headcount planning, and management reporting.
• Strong business partnering and stakeholder management skills, including senior-management engagement.
• Ability to analyze issues, recommend solutions, and manage multiple priorities under tight deadlines.
• Advanced Microsoft Excel and Microsoft PowerPoint skills; knowledge of Essbase, SAP, and Tableau preferred.
• Excellent communication, attention to detail, and control discipline.
• Experience supporting a technology organization or partnering with product, engineering, or business management teams.
• Knowledge of Tableau, Alteryx, SQL and Python or comparable visualization and automation tools.
• Experience improving financial processes through automation, standardization, enhanced controls, or dashboard development.
• Ability to coach or guide junior team members and contribute to broader team capability building.

JPMorgan Chase

JPMorgan Chase & Co. is one of the world's largest financial services firms, active in investment banking, commercial banking, asset and wealth management, and payments.

Its Indian global centres support the firm worldwide in finance, accounting, tax, controllership, risk, operations and technology. Typical roles for CAs and CPAs are product control, financial reporting, tax and regulatory reporting.

• Industry: Banking and financial services
• Headquarters: New York, USA
• In India: Corporate and investment banking in Mumbai; global corporate centres in Mumbai, Bengaluru and Hyderabad