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Analyst - Financial Planning and Analysis, Mumbai

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JP Morgan Chase & Co.

2mo ago

  • Job
    Full-time
    Entry & Junior Level
  • Accounting & Tax
    Banking & Finance
  • Mumbai

AI generated summary

  • You need a BA/BS in Finance/Economics, strong analytical and communication skills, proficiency in Excel and data synthesis, detail-oriented, team player, and a critical thinker.
  • You will support financial reporting, planning, and analyses, present insights to management, build financial models, perform deep dives into issues, and collaborate with stakeholders across teams.

Requirements

  • Required Qualifications, Capabilities And Skills
  • BA/BS in Finance, Economics, Accounting (CFA, CPA + MBA)
  • Excellent organizational, management, and both verbal and written communication skills
  • Strong quantitative, analytical, and problem solving skills, technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
  • Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
  • Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
  • Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
  • Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Responsibilities

  • Supporting Firm-wide P&A, lines of business, Functional Finance teams and other teams in order to provide impactful reporting, planning and insightful analyses
  • Participating and presenting, analysis and supporting materials for key internal clients including senior management and support ad-hoc special projects and requests as needed
  • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
  • Create, maintain and review financial models and analyses (both recurring and ad-hoc)
  • Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
  • Collaborate with business partners across P&A, Lines of Business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
  • Maintaining strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

FAQs

What is the job title for this position?

The job title is Analyst - Financial Planning and Analysis.

Where is this job located?

This job is located in Mumbai, India.

What are the primary responsibilities of this role?

The primary responsibilities include supporting financial reporting, budgeting, forecasting, conducting financial analyses, creating financial models, and collaborating with business partners across the firm.

What qualifications are required for this position?

A BA/BS in Finance, Economics, or Accounting is required, along with strong analytical skills and proficiency in Excel, PowerPoint, and other technical tools.

Is prior experience in financial services required?

While the job description does not explicitly require prior experience in financial services, relevant experience in financial analysis or similar roles can be beneficial.

What skills are considered essential for this role?

Essential skills include excellent organizational and communication skills, strong quantitative and analytical abilities, attention to detail, and the capacity to manage multiple projects simultaneously.

Will I have the opportunity to work with senior management?

Yes, you will participate in presenting analyses and supporting materials for key internal clients, including senior management.

Is training provided for new employees?

While the job description does not specify training, it is typically provided to help new hires become acclimated to their roles.

What types of financial metrics will I be analyzing?

You will be analyzing a wide range of financial/business metrics related to budgeting, forecasting, and financial performance.

Does JPMorgan Chase support diversity and inclusion?

Yes, JPMorgan Chase places a high value on diversity and inclusion and does not discriminate on any protected attributes.

What team will I be part of within the organization?

You will be part of the Global Finance & Business Management team within the Corporate & Investment Bank.

Are there opportunities for advancement in this role?

While not explicitly stated, roles in financial planning and analysis typically offer pathways for career advancement within the organization.

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JP Morgan Chase & Co.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.