Treasury - Financial Planning & Analysis - Associate

JPMorgan Chase & Co.New York, NY
1d

About The Position

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB. As a Treasury Financial Planning & Analysis Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

Requirements

  • 2+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Strong understanding of accounting principles and balance sheet
  • Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles (or proven record of ability to learn quickly in technical subjects)
  • Proven record in high complexity and intensity environment
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Strong relationship management skills and a positive professional to work with
  • Proficiency in toolsets including Excel, AI tools etc.

Nice To Haves

  • Professional accounting qualification a plus (e.g. CPA, CA, ACCA)

Responsibilities

  • Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyze business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to the CIB Treasurer
  • Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as Earnings
  • Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Benefits

  • 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.
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