Financial Planning and Analysis, Senior Associate

4 days ago

New York, New York, United States JPMorgan Chase Full time $120,000 - $200,000 per year

Join our dynamic Global Investment Banking Planning and Analysis (P&A) team and help drive the future of our business. We are seeking a strategic and experienced Senior Associate who thrives in a fast-paced environment and is excited to help drive financial performance and growth through analysis, innovation and collaboration. This role offers high visibility and the opportunity to work with senior leaders across the Investment Bank and will play a key part in supporting decision-making processes and delivering impactful financial insights. 

As a Financial Planning & Analysis Senior Associate on the Global Investment Banking team, you will play a key role in driving financial performance and supporting strategic planning. This role offers exposure to high-impact projects, opportunities to collaborate with senior stakeholders, and the chance to influence key business decisions through financial and business insights. You will work closely with a diverse group of stakeholders in a dynamic and inclusive environment.

Job Responsibilities

  • Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions
  • Support business heads in conducting strategic business reviews by providing financial insights and recommendations
  • Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting
  • Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making
  • Partner with the business management team to manage headcount and drive expense-saving initiatives
  • Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders
  • Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads
  • Exhibit strong public speaking qualities to effectively communicate financial insights and strategies
  • Collaborate with cross-functional teams to support business objectives 
  • Analyze data and develop innovative, solution-focused ideas to address business challenges
  • Ensure accuracy and quality in financial analysis and reporting

Required Qualifications, Capabilities, and Skills

  • At least 4years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
  • Values input and works effectively in cross-functional teams
  • Anticipates trends and develops long-term strategies
  • Conveys complex information clearly with excellent verbal and written communication skills
  • Builds strong relationships and demonstrates empathy and emotional intelligence
  • Analyzes data and develops innovative, solution-focused ideas
  • Manages multiple tasks and adapts to changing environments
  • Ensures accuracy and quality in analysis and reporting
  • Makes informed, timely decisions under pressure
  • Upholds high ethical standards and confidentiality
  • Confident and persuasive public speaker

Preferred Qualifications, Capabilities, and Skills

  • Experience partnering with multiple senior stakeholders
  • Degree qualification in Business, Finance, Economics, or related area
  • Previous experience in a finance or planning role in banking or financial services
  • Experience in analytical reviews and presentation of business performance

This position is not eligible for sponsorships. 

  • Financial Planning and Analysis

    1 day ago

    New York, New York, United States Zuma Full time $80,000 - $120,000 per year

    The Senior Financial Planning Analyst plays a critical role in driving the company's financial planning, forecasting, and performance reporting processes. This position collaborates across departments—including Front of House, Operation, and back of house team—and partners closely with the Head of finance to maintain accuracy and consistency in financial...

  • Manager, Financial Planning and Analysis

    3 days ago

    New York, New York, United States VNS Health Full time $98,000 - $130,800 per year

    Overview Manages financial planning for VNS Health, including senior management reporting, budgeting, and forecast. Manages the administrative support function's financial performance. Delivers value-added business analysis and report meaningful financial and operational metrics that lead to insightful, accurate business decisions. Ensures financial plans...

  • Financial Planning and Analysis Manager

    5 days ago

    New York, New York, United States Brewer Morris Full time $125,000 - $175,000 per year

    About The Opportunity:My client is a global top industry leading construction, contracting and maintenance group. They're looking for a strategic and analyticalFP&A Managerto lead financial planning and analysis across operations. This role is central to driving informed decisions, partnering with project teams, and optimizing financial performance.What...

  • Manager Financial Planning and Analysis

    6 days ago

    New York, New York, United States JetBlue Full time $81,000 - $136,200 per year

    Position Title: Manager Financial Planning and Analysis – Flight OperationsPosition SummaryThe Manager Financial Planning and Analysis supports leadership in near and long term financial planning, reporting and modeling of various initiatives for Flight Operations. The Manager is responsible for overseeing staff that support with financial modeling and...

  • Manager Financial Planning and Analysis

    5 days ago

    New York, New York, United States JetBlue Full time $81,000 - $136,200 per year

    Position Title: Manager Financial Planning and Analysis - LoyaltyPosition SummaryThe Manager Financial Planning and Analysis supports leadership in near and long term financial planning, reporting and modeling of various initiatives for the Loyalty Commercial team. The Manager is responsible for overseeing staff that support with financial modeling and...

  • Financial Planning and Analysis Analyst

    4 days ago

    New York, New York, United States Amalgamated Bank of NY Full time $168,000 - $250,000

    Amalgamated Bank seeks a Financial Planning and Analysis (FP&A) Analyst. This primarily supports the development of bank-wide budget, forecast and long-range strategic plan.  The analyst will assist with monthly and quarterly financial reporting, financial report construction and maintenance, segment business reviews, and external investor materials....

  • Financial Planning and Analysis

    1 day ago

    New York, New York, United States Riveron Full time $80,000 - $150,000 per year

    Today's environment requires businesses to rapidly address dynamic conditions to optimize earnings and cash. Riveron helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives.Riveron brings functional leadership, subject matter expertise, and proprietary tools to...

  • Director of Financial Planning and Analysis

    23 hours ago

    New York, New York, United States accrete Full time $186,000 - $210,000 per year

    Office Location: Lower Manhattan, NYAccrete is a dynamic and innovative company focused on transforming the future of artificial intelligence. We specialize in creating advanced AI solutions that turn complex data into actionable insights, driving real-world impact for businesses and government organizations. Our team thrives on creativity and collaboration,...

  • Senior Manager, Financial Planning

    1 day ago

    New York, New York, United States Standard Motor Products, Inc. Full time $175,000 - $225,000

    Join Us as Senior Manager, Financial Planning & Analysis (FP&A) Location: Hybrid; Long Island City, NYDepartment: FinanceReports To: Controller, Vehicle Control Division   Standard Motor Products, Inc.Established in 1919 and traded on the NYSE, Standard Motor Products, Inc. (SMP) is a leading independent manufacturer and distributor of premium automotive...

  • Senior Manager, Financial Planning

    5 days ago

    New York, New York, United States Board of Jewish Education Full time $95,000 - $115,000 per year

    Senior Manager, Financial Planning & AnalysisThe Jewish Education ProjectNew York, NYOpportunity for ImpactReimagine Jewish Education. Redefine What's Possible.In a world that is rapidly shifting—politically, culturally, spiritually—we believe Jewish education must evolve to not only keep pace but to lead with vision, courage, and heart.At The Jewish...