Job Title Financial Planning & Analysis - Associate
Category Finance
Location Bengaluru
Company JPMorgan Chase Bank
Description Job description
The Home Lending business within Chase Consumer Community Banking provides loans for the purpose of purchasing or refinancing a home. We are currently seeking an Associate (601) in the Home Lending Servicing space to assist on the forecasting, analytics and stakeholder management of this area. The role supports capacity and expense planning for Home Lending s Customer Assistance (Non-Performing) contact centers by forecasting required staffing levels and translating finalized capacity into Compensation and Non-Compensation resource expense plans.

As a Financial Planning Analysis - Associate within Home Lending team, you are responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FPA) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities

Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Creating financial business cases supporting business initiatives
Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
Helping design new reports and dashboards to efficiently deliver the financial results to senior management
Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills

Bachelor s degree in Accounting, Finance or a subject of a technical nature
Advanced skills in Excel and PowerPoint
Proficiency with data mining/gathering and manipulation of data sets
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects / assignments, often with little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FPA 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

Preferred qualifications, capabilities, and skills

5+ years of work experience, preferably in Financial Services, and/or accounting/controller background
Salary Not Disclosed
Last Date 2026-05-06 00:00:00
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