Financial Analysis - Associate

JPMorgan Chase & Co.

With a history tracing its roots to 1799 in New York City, JPMorgan Chase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.


You are a strategic thinker passionate about driving solutions in Finance. You have found the right team. As the Financial Analysis professional in our Corporate& Investment Banking, you will spend each day defining, refining and delivering set goals for our firm


Mumbai, Maharashtra, India


Your team is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

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 effecting 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

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

  • Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics

  • Creating financial business cases supporting business initiatives

  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area

  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management

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

  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management. Enhancing controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities, And Skills

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature

  • 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background

  • Advanced skills in Excel and PowerPoint

  • Proficiency with data mining/gathering and manipulation of data sets

  • Inquisitive, enthusiastic and diligent, and capable of challenging peers

  • Strong verbal and written communication skills, with the ability to articulate complex issues clearly

  • Ability to create ad hoc reporting for senior management

Preferred Qualifications, Capabilities, And Skills

  • Proven track record for executing on special projects / assignments, often with little lead time or information

  • Highly motivated and able to thrive and think clearly under pressure and tight deadlines. Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

  • Highly motivated self-starter with excellent time management/prioritization skills

  • Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Who can apply?

  • Bachelor’s degree in Accounting, Finance or a subject of a technical nature

  • 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background



Job type

Full time

About JPMorgan Chase & Co.

JPMorgan Chase& Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

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