Associate-Central P&A-CCB Allocations
JPMorgan Chase · Posted Oct 14
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Central Planning & Analysis team's Central Allocations group supports expense management, allocation processes, financial planning, forecasting, reporting, and decision support for senior stakeholders across Consumer & Community Banking and Firmwide Finance. This individual contributor role works closely with finance partners, business managers, and functional teams to understand financial drivers, analyze trends, and support allocation methodologies. The associate will handle monthly close, forecast, budget and planning cycles, variance analysis, and senior management reporting packs, including use of AI and automation tools to improve reporting and allocations.
What you will do
- Support the monthly close, forecast, budget, and planning cycles for Central Allocations.
- Prepare, review, and analyze financial reporting, including trends, allocation movements, recoveries, variance analysis, and business commentary.
- Partner with P&A, CFO, business management, and finance stakeholders to understand cost drivers, allocation logic, financial impacts, and reporting requirements.
- Perform monthly, quarterly, and yearly variance analysis, identifying key drivers and providing meaningful insights to support management decisions.
- Assist business and finance partners with ad hoc analysis, issue resolution, deep dives, and strategic finance requests.
- Review methodologies, rules, volumes, and financial assumptions to ensure they remain aligned with business needs and Firmwide policies.
- Develop presentations and reporting packs for senior management, clearly explaining trends, risks, opportunities, and key financial messages.
- Familiarity with use of AI and related tools to drive process improvements and Automation across reporting, planning, and allocations.
Skills used in this role
What the employer is looking for
- MBA, CA, CFA, CPA, Post Graduate degree in Finance, Economics, Accounting, Business, or related discipline.
- 8+ years of relevant experience in one or more of the following areas: Planning & Analysis / FP&A, CFO support or business finance, Corporate finance, Expense management, Financial reporting and management reporting, Financial research or valuation, Banking, financial services, consulting, or analytics
- Strong understanding of financial statements, expense management, budgeting, forecasting, variance analysis, and business performance drivers.
- Strong analytical and problem-solving skills with the ability to interpret large datasets and convert analysis into actionable insights.
- Excellent communication skills, with the ability to explain financial concepts, trends, and variances clearly to finance and non-finance stakeholders.
- Strong stakeholder management and partnering skills; able to work effectively across teams, functions, and geographies.
- Ability to manage multiple priorities, work independently, and deliver high-quality outputs under tight timelines.
- Ability to challenge existing processes, identify improvement opportunities, and recommend practical solutions.
- Advanced Excel and PowerPoint skills, including complex formulas, financial models, data analysis, and executive-ready presentation.
Preferred qualifications
- Prior experience in banking, financial services, consulting, or global finance functions.
- Working knowledge of tools such as Alteryx, Tableau, Python, SQL, Essbase, SAP, or other reporting and automation platforms
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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