Asset Management - Expense Planning and Analysis - Associate

JPMorgan Chase • Plano, TX

86d

About The Position

The Asset Management - Expense Planning and Analysis Associate plays a key role in optimizing financial performance by managing expense forecasting, budgeting, and analysis. This position supports strategic decision-making through detailed expense insights, ensuring effective cost control and alignment with business goals. As an Asset Management - Expense Planning and Analysis - Associate within the Financial Planning & Analysis (FP&A) team, you will be responsible for expense and headcount management, delivering value-added financial reporting and analysis, and assisting with strategic direction and decision making. You will provide leadership across the FP&A teams and interact regularly with FP&A Managers, line of business CFOs, and peers across Finance & Business Management and the business.

Requirements

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature.
• 4+ years of work experience.
• Advanced skills in Excel, PowerPoint and Anaplan.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Highly motivated self-starter with excellent time management/prioritization skills.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Nice To Haves

• Preferred experience in Financial Services, and/or accounting/controller background.

Responsibilities

• Handle expense and headcount budgeting, reporting, forecasting and analysis.
• Perform reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics.
• Create financial business cases supporting business initiatives.
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management.
• Handle oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets.
• Design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes, introduce automation where possible.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree