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Financial Planning & Analysis Associate

JPMorganChase Jersey City, NJ

Jersey City, NJ

Today

$86k - $115k/yr Full time Accounting Advisor Alteryx

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Job Description

Financial Planning & Analysis Associate role supporting Risk Management and Compliance in driving planning, forecasting, reporting, and analytics for executive stakeholders.

Responsibilities

Own financial performance and forecast updates for direct and indirect expenses for Risk, including expense and headcount variance explanations
Conduct trend analysis and provide monthly forecast updates for Risk expense and headcount
Support annual financial planning, including run rate analysis, expense savings opportunities, and allocation methodology
Handle monthly financial close activities, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations
Partner with business leads to understand risks and opportunities, future impacts, and key trends, and translate findings into actionable conclusions
Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL
Increase efficiency through standardization, controls, documentation, and simplification of recurring deliverables
Develop and maintain dashboards, including headcount dashboards and non-compensation expense dashboards, with consistent definitions and metrics

Requirements

Minimum 3 years of related experience
Advanced analytical, critical thinking, and problem-solving skills with strategic mindset and continuous improvement focus
Ability to produce clear, executive-ready deliverables with strong data storytelling
Effective communication and confidence working with senior stakeholders and finance partners
High attention to detail, sound judgment, and appropriate handling of confidential information
Self-motivated and able to manage competing priorities while meeting deadlines in a demanding environment
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Familiarity with Hyperion/Essbase and SAP
Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance

Technologies

SQL, Python, Alteryx, Databricks
Tableau, Anaplan XL, Anaplan, Atoti
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Hyperion/Essbase, Essbase, SAP

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications, Capabilities and Skills

Prior P&A experience is a plus
Experience with Essbase/Anaplan/Anaplan XL, including reporting outputs, model interaction, and planning/reporting workflows
Knowledge of Atoti is a plus
Strong hands-on experience with SQL is a plus, including querying, data validation, reconciliation, and performance-aware design

Team

Global Finance & Business Management: strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk

Location: Jersey City, NJ (onsite)

Compensation: USD 85,500 - 115,000 per year

Experience: 3 years minimum

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