Risk Management & Compliance - Financial Planning & Analysis Associate

Job Description
Join JPMorgan Chase's Risk Management and Compliance team, where your expertise will be central to maintaining our strength and resilience. You'll help us responsibly grow our business by anticipating emerging risks and applying your judgement to real-world challenges. Our culture encourages innovative thinking and strives for excellence. Working with senior leaders, you'll promote financial discipline through budgeting, forecasting, and location planning, while also developing automation and data visualization tools to enhance analysis and communicate financial narratives.
As an associate within the Corporate Risk sector, you will be tasked with responsibilities in financial planning and analysis, location strategy and real estate oversight, and organizational optimization initiatives. This role involves assisting Planning & Analysis leads with reporting and analyzing key performance metrics, including direct and indirect expenses, headcount, allocations to front office lines of business, budgeting, and forecasting. The ideal candidate should possess strong analytical and organizational skills, the ability to consolidate and present data in various formats, and a solutions-oriented mindset.
Job Responsibilities

• Analyze performance and forecasts for direct and indirect expenses within Corporate Risk, including expense and headcount variance explanations, trend analysis, and monthly forecast updates.
• Assist with annual planning processes, including run rate analysis, identifying expense savings opportunities, and refining allocation methodologies.
• Complete the monthly financial close, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations.
• Collaborate with Corporate Risk Planning & Analysis leads to identify, measure, and define allocation methodologies for services provided to lines of business; analyze allocation reports for material variances from the plan.
• Verify that the cost center hierarchy for Corporate Risk complies with legal entity requirements and aligns with reporting expectations; track hierarchy changes and headcount movements.
• Identify ongoing process improvements and automation opportunities, and perform ad-hoc analysis to provide insightful information with appropriate metrics.

Required qualifications, capabilities, and skills

• Undergraduate degree required
• Minimum 3 years of related work experience
• Ability to think strategically, initiate change, and drive continuous improvement.
• Excellent communication and interpersonal skills; the role requires regular interaction with Corporate Risk management and staff, as well as Corporate Finance Planning & Analysis teams
• Self-motivated individual who demonstrates initiative and can thrive in a fast-paced environment
• Highly organized with strong attention to detail and the ability to meet deadlines
• Proficient in Microsoft Office (Excel, Outlook, PowerPoint, Word) with experience in Hyperion/Essbase and SAP

Preferred qualifications, capabilities, and skills

• Prefered degree in Finance or Accounting
• Prior Planning & Analysis experience is a plus.
• Experience with Intelligent Solutions: Familiarity with Alteryx, Tableau, or Qlik Sense is a plus

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.