Job Description

Launch your career in Financial Planning & Analysis and help deliver insights that drive key business decisions. In this role, you’ll support budgeting and forecasting, build clear reporting, and contribute analysis used by senior leadership. You will work closely with partners across finance and lines of business in a fast-paced environment. We value curious, collaborative analysts who take ownership and deliver high-quality work.

As a Financial Planning & Analysis Analyst in the Finance & Business Management - Financial Planning & Analysis - Latin America & Canada team, you will support the budgeting and forecasting process, including projections of earnings and capital across economic scenarios. You will produce management reporting and presentations for senior stakeholders and collaborate across finance partners to deliver timely, accurate analysis. You will help identify key drivers and provide actionable insights through structured financial modeling and variance analysis.

Job Responsibilities

• Coordinate budgeting and forecasting activities by partnering with finance teams and lines of business to gather inputs and align timelines
• Produce presentations, analysis, and supporting materials for senior management and key internal stakeholders
• Develop and deliver qualitative and quantitative analysis, including annual budget and quarterly or monthly forecast variance reporting
• Build, maintain, and review financial models and analyses for recurring and ad hoc needs
• Perform deep-dive analysis on key drivers to identify root causes and propose actions
• Consolidate and synthesize multiple data sets into clear insights, narratives, and recommendations
• Support delivery of recurring reporting and ad hoc initiatives with a focus on accuracy and timeliness
• Build and maintain effective relationships with stakeholders across finance functions and partner teams

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance, Economics, Accounting, or a related field
• Strong quantitative, analytical, and problem-solving skills
• Strong technical skills in Microsoft Excel and PowerPoint
• Ability to work with multiple data sets and translate analysis into cohesive presentations
• Strong written and verbal communication skills
• Strong organizational skills with ability to manage multiple priorities under time pressure
• Attention to detail and commitment to high-quality output
• Ability to work collaboratively in a team environment and build strong partnerships
• Self-starter mindset with ability to adapt in a fast-paced, results-driven environment

Preferred Qualifications, Capabilities, and Skills

• Experience with Essbase
• Experience with Visual Basic or Excel macros
• Experience supporting budgeting, forecasting, or management reporting processes
• CPA, CFA, or MBA
• Experience in financial services or a similarly regulated environment

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.