Financial Planning Jobs in New Jersey

Job Description

Bring your expertise to JPMorgan Chase. As part of Financial Planning & Analysis team for Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Risk Management and Compliance is all about challenging the status quo and striving to be best in class. As an Associate on the Financial Planning & Analysis team supporting Risk Management & Compliance, you will support our P&A leads with responsibilities that include financial planning & analysis oversight, coordination of location strategy and real estate, and driving organization optimization initiatives. You will have an opportunity to design, automate, and maintain reporting and analytics solutions, delivering high-quality Executive Management Reports and dashboards used by senior leaders across Risk Management and Compliance.

Job Responsibilities

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

Required Qualifications, Capabilities And Skills

- Minimum 3 years of related experience.
- Demonstrate advanced analytical, critical thinking, and problem-solving skills with the ability to think strategically, challenge the status quo, and drive continuous improvement.
- Create clear, executive-ready deliverables with strong data storytelling.
- Communicate effectively and operate confidently with senior stakeholders and finance partners.
- Maintain high attention to detail, exercise sound judgment, and handle confidential information appropriately.
- Self-motivated with the ability to thrive in a demanding environment, manage competing priorities, and consistently meet deadlines.
- Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook) and familiarity with Hyperion/Essbase and SAP.
- Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance.

Preferred Qualifications, Capabilities And Skills

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