Job Description

The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analysis and perspective to senior management, which support decision-making. The team manages traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis.

As a Financial Planning & Analysis Associate within the Product Experience & Technology (PXT) Planning & Analysis (P&A) team, you will provide financial analysis and perspective to senior management to support decision-making. In addition, in partnership with strategy and finance teams across the business, the PXT P&A team leads the financial analytics for, and consolidation of, monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. The team also contributes to analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.

One of the key initiatives across the broader CCB Finance organization is to leverage dashboards to deliver real-time insights to the leadership team. The PXT P&A team helps to craft the team’s reporting strategy and execute on data visualization and automation initiatives.

Job Responsibilities:

• Oversee the creation and delivery of comprehensive productivity reporting packages, integrating Financials, Operational Metrics, and Productivity Metrics across COO, CFO, Data & Analytics, and Product teams.

• Design and implement automated monthly reporting solutions in partnership with the Finance Data Product team, ensuring ongoing enhancements for accuracy and scalability.

• Engage with senior executives, including CCB PXT CFO/COO, to ensure reporting aligns with organizational goals and provides transparency for decision-making.

• Facilitate alignment on productivity goals, measurement methodologies, and reporting standards across diverse stakeholder groups.

• Develop and maintain systems for tracking Objectives & Key Results (OKRs) and Key Performance Indicators (KPIs) at both portfolio and aggregate levels.

• Attribute productivity outcomes to specific levers and initiatives, analyzing drivers and delivering actionable insights to leadership.

• Prepare and coordinate monthly progress reviews with the CFO, clearly communicating achievements, challenges, and next steps.

• Serve as a senior leader within PXT P&A, driving the organization’s financial and strategic objectives through effective cross-team collaboration and innovative reporting solutions.

Required qualifications, capabilities, and skills

• Chartered Accountant/CFA/MBA (Finance) (or similar educational background) with 5+ years of post-qualification experience

• Ability to multi-task, work well under pressure, and keen attention to detail

• Excellent relationship management skills and ability to drive change across a large, complex organization

• Strong analytical, critical thinking, and problem-solving skills

• Ability to distill large quantities of information (both data and qualitative content) into main takeaways

• Team-oriented, and high energy level with passion for driving quantifiable business results

• Exercises sound judgment and observes the highest degree of confidentiality

• Ability to communicate and present to partners and senior leaders (both oral and written)

• Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase

Preferred qualifications, capabilities, and skills

• Experience with data analytics and visualization tools is an advantage (e.g., Alteryx, Tableau)

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.