JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co.


  • Prepare ad-hoc analyses for management meetings and strategic reviews (e.g., Operating Committee Review, Regional Business and Finance Townhall, Investor Day, etc.)
  • Build models for forecasting and ad hoc analysis leveraging large data sets
  • Assist in the production of the monthly Executive Management Report and Weekly Activity Report which provide senior management with detailed information on monthly financials, trends and business outlook to assist in key business decisions
  • Participate in the global annual planning process for expenses and  headcount involves financial modeling, coordinating and consolidating submissions from CFO teams as well as preparing management presentations
  • Work with various Essbase, Hyperion and database interfaces to manage reporting changes.
  • Contribute ideas around improving reporting capabilities and new projects
  • Strong analytical and modeling skills – MS Excel proficiency working knowledge required, MS Access and Essbase a plus
  • Capable of completing reporting and analytics accurately under pressure and tight deadlines
  • Detail-oriented, organized, ability to multi-task and shift priorities quickly, while maintaining control with limited supervision
  • Desire to learn the technical aspects of expense management and forecasting and be able to trouble shoot
  • Highly motivated team player with positive attitude and focus on business issues


  • Superior analytical abilities with ability to work extensively with financial tools – such as Hyperion Essbase
  • Solid organizational skills and ability to prioritize
  • Strong communication and influencing skills
  • Excellent multitasking/prioritizing skills and ready to deliver under a challenging environment
  • Interacts effectively with peers and senior management
  • Process-oriented with focus on continuous streamlining/improvement
  • Demonstrate leadership and organizational capabilities
  • Possesses the ability to research issues/problems & focuses on a ‘solution-based’ approach to their work environment

 Key Skills:

  • At least 5-10 years of experience in Finance, with prior Planning and analysis experience preferred but not required
  • Excellent PC skills, including Excel and Access, as well as the ability to master the JPM internal financial systems (SAPCO, FDW, Paragon, Essbase, CIB Reporting)
  • Clear communication skills, and the ability to articulate complex issues concisely
  • Experience with management reporting, management information systems
  • BA in Finance / Accounting
  • MBA a plus and Accounting certification, a plus

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