Associate - Financial Analysis

Job Description
Join the Sales Planning and Analysis Reporting team responsible for competitor benchmarking submissions, front office sales reporting, and senior leadership materials. In this role, you will help lead and coordinate the revenue budgeting and forecasting process and deliver accurate, timely reporting under tight deadlines. You will partner closely with product business managers, finance partners, and technology teams to resolve data questions and deliver high-quality outputs. You will also support business reviews and presentations for internal stakeholders, including the Operating Committee and the Board of Directors.
Job Summary
As an Associate, Financial Analysis within the Sales Planning and Analysis Reporting team, you will deliver competitor benchmarking submissions, management reporting, and presentation materials for senior stakeholders. You will coordinate quarterly revenue submissions, manage inputs and exclusions with business partners, and address reconciliation breaks and proofing queries. You will support the revenue budgeting and forecasting process and maintain dashboards, scorecards, and reference data to ensure accuracy. You will collaborate across planning and analysis, technology teams, and lines of business to deliver recurring reporting and ad-hoc initiatives, while supporting transformation through tools such as Alteryx and Tableau.
Job responsibilities
Deliver quarterly competitor benchmarking revenue submissions under stringent timelines for Financial Institution and Corporate clients
Liaise with product business managers to finalize exclusions, gather inputs, and review submission numbers
Coordinate with Coalition contacts to manage timelines, new requirements, and product and client taxonomy changes
Respond to proofing queries and investigate reconciliation breaks related to submissions
Update dashboards and downstream tools with revised Coalition results
Maintain periodic reporting for front office sales, including sales team, individual scorecards, and management scorecards
Produce presentations for business reviews, offsites, and townhalls, including analysis and supporting materials for senior stakeholders
Participate in and support ad-hoc requests as needed
Support the transformation agenda by participating in and adapting to technology solutions such as Alteryx and Tableau
Collaborate with partners across planning and analysis, technology teams, lines of business, and the firm to ensure timely, accurate delivery of recurring and ad-hoc initiatives
Maintain sales reference data and controls to support accuracy of numbers in systems and reporting
Required Qualifications, Capabilities, And Skills
Master of Business Administration in Finance, Economics, or Accounting
At least 4 years of relevant planning and analysis experience
Self-starter able to work in a fast-paced, results-driven environment and manage multiple tasks simultaneously
Sound judgment, professional maturity, personal integrity, strong work ethic, and a proactive, results-oriented approach
Ability to comprehend and clearly communicate complex concepts while maintaining composure in a dynamic environment
Excellent organizational, management, verbal, and written communication skills
Strong quantitative, analytical, and problem-solving skills
Strong technical skills including Excel, PowerPoint, Power BI, Business Objects, Alteryx, and Tableau
Ability to navigate multiple datasets and synthesize outputs into cohesive presentations and recommendations
Detail-oriented with the ability to work well under pressure while handling multiple projects and initiatives simultaneously
Team-oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Preferred Qualifications, Capabilities, And Skills
Planning and analysis experience in the financial services industry
ABOUT US
JPMorganChase, 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Work arrangement
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