Senior Associate - Financial Planning & Analysis (Expense and Headcount Management)

Associate – Central Expense & Headcount Management (P&A) About the Role Are you energized by turning numbers into narratives that shape strategic decisions? Our Financial Planning & Analysis (FP&A) team sits at the heart of the business, partnering with senior leaders to drive profitability, efficiency, and smart growth. As a Senior Associate, Central Expense & Headcount , you’ll own two of our most important financial levers— headcount and expenses —and translate complex data into insights that influence how the line of business operates and invests. Candidates Profile: The ideal candidate is a finance professional who combines strong analytical capability with business curiosity and stakeholder engagement. The individual should be comfortable working through financial planning, expense analysis, reporting and decision support. This role is well suited for someone who enjoys understanding business drivers, solving problems, improving processes, and providing insights that help senior stakeholders make informed decisions. Candidates from P&A, FP&A, CFO teams, corporate finance, valuation, financial research, banking finance, business management, consulting, or analytics roles are encouraged to apply. If you’re a curious problem-solver who thrives on both precision and impact, we’d love to hear from you. Job Responsibilities: Deliver insight, not just numbers — Build performance metrics, executive-ready presentations, and analysis that help senior management make faster, better-informed decisions. Own the financial cycle — Manage the end-to-end process for month-end results, full-year forecasts, and multi-year budgets, ensuring accuracy and timeliness. Explain the “why” — Perform variance analysis to identify key drivers, and present clear commentary to FP&A Managers and CFOs on changes versus prior forecasts and budgets. Modernize reporting — Design new dashboards and reports that deliver financial results to senior leaders efficiently and intuitively. Raise the bar on controls — Strengthen controls, streamline workflows, and introduce automation to reduce manual effort and risk. Lead transformation — Champion process improvement, automation, and dashboarding initiatives that elevate how the team works. Shape the reporting roadmap — Drive the analysis, design, and development of Expense and Headcount reporting from concept to delivery. Required Qualification: MBA, CA, CFA, CPA, Post Graduate degree in Finance, Economics, Accounting, Business, or related discipline. 8+ years of relevant experience in one or more of the following areas: Planning & Analysis / FP&A, CFO support or business finance, Corporate finance, Expense management, Financial reporting and management reporting, Financial research or valuation, Banking, financial services, consulting, or analytics Advanced proficiency in Excel and PowerPoint ; hands-on experience with Essbase or any financial reporting system . Excellent verbal and written communication skills, with the ability to distill complex issues and present financial insights clearly to senior audiences. A highly motivated self-starter with strong time-management and prioritization skills, able to thrive under tight deadlines. An inquisitive, diligent team player who is detail-oriented, well-organized, comfortable challenging peers constructively, and able to juggle competing priorities. Strong analytical and problem-solving skills, with the ability to work through large data sets and communicate conclusions concisely. Nice to Have (Preferred) Proficiency in financial modeling. Experience with Business Intelligence tools (e.g., Tableau, Alteryx, Power BI). Programming or automation skills (e.g., Python, SQL, VBA) to support process automation. 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 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. Experience Level Mid Level