Associate - Financial Analysis

JPMorgan · Banking & Financial Services

Bengaluru, Karnataka, India
On-site
Posted today
Apply by 21 Oct
Finance & Accounting

About the job

Our Planning and Analysis team is responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. Financial Planning and Analysis is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. Financial Planning and Analysis operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. In this role, you will deliver recurring month-end outputs and provide clear analysis and insights to support leadership decision-making.

Job summary

As a Financial Analysis professional within Technology Planning and Analysis , you will prepare and publish recurring management reporting and analysis and coordinate month-end deliverables. You will analyze results versus plan and forecast, validate data with stakeholders, and finalize reporting commentary. You will support expense close processes, risks and opportunities tracking, vendor spend governance, and allocation reporting and methodology documentation. You will execute budgeting and forecasting activities, including headcount and expense forecasting and recurring planning system loads and reconciliations. You will also support business case reviews and maintain a monthly productivity dashboard and related leadership materials.

Job responsibilities

Prepare and publish Monthly Business Review and Executive Management Review packs, including variance analysis versus plan, forecast, and prior period

Validate results and finalize commentary by partnering with stakeholders and resolving data questions

Produce month-end headcount reporting across business lines, functions, and locations, including reconciliations between source systems and finance reporting views

Explain headcount movements, including joiners, leavers, transfers, open roles, and other key drivers

Drive month-end close activities for expenses, accruals, and allocations by coordinating with controllers and finance partners and completing post-close validations and sign-offs

Track and report monthly risks and opportunities across cost categories, quantify items with owners, and maintain logs for leadership reporting

Review and approve vendor spend requests in line with budget and policy requirements and maintain documentation, tracking, and audit trail for governance

Support vendor onboarding and master service agreement tracking from a finance perspective, monitor renewals and spend versus commitments, and partner with sourcing and procurement on vendor finance queries

Produce month-end allocation reporting, analyze impacts by business line, reconcile outputs between source and reporting systems, and respond to stakeholder queries

Maintain and document allocation methodologies, drivers, and billing keys; assess impacts of methodology changes; and support enhancements and approvals

Build and refresh expense and headcount forecasts, perform rate analysis and benchmarking, execute recurring planning loads (including Essbase loads and Plan of Intent loads), align Plan of Intent to Book of Work commitments, support business case financial reviews, and publish the Productivity Health Dashboard monthly

Required qualifications, capabilities, and skills

Demonstrated experience delivering recurring financial reporting and management materials, including variance analysis and commentary

Demonstrated experience coordinating month-end activities with a strong focus on timeliness, accuracy, and controls

Demonstrated experience producing headcount reporting and explaining workforce movements and drivers

Demonstrated experience supporting budgeting and forecasting processes for expense and headcount

Demonstrated experience supporting allocation reporting and maintaining allocation methodologies, drivers, and billing keys

Demonstrated experience supporting vendor spend governance, approvals tracking, and audit-ready documentation

Demonstrated experience reconciling data between source systems and finance reporting views and resolving breaks

Proficiency in Microsoft Excel and PowerPoint for analysis, reporting, and presentations

Ability to synthesize multiple data sources into clear insights and structured updates for stakeholders

Strong analytical, problem-solving, and attention-to-detail skills

Strong stakeholder management and communication skills, with the ability to partner across finance, controllers, and procurement-related teams

Preferred qualifications, capabilities, and skills

Experience with planning tools and processes, including Essbase loads and troubleshooting load issues

Experience preparing and maintaining recurring dashboards, including productivity metrics and leadership reporting

Apply on JPMorgan