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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Treasury Financial Planning & Analysis, Senior Associate

职能财务/会计
级别资深
地点Brooklyn, NY, United States
方式现场办公
类型全职
发布3个月前
立即申请

必备技能

Excel

Tableau

Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing)/NII (net interest income), Legal Entity Balance Sheet, SLR and GSIB.

As a Treasury Financial Planning & Analysis Senior Associate within the Line of Business Product Control team, you will play a critical role in contributing to various Planning & Analysis activities and partnering with key stakeholders across Line of Business Product Control and Line of Business/Firmwide functional groups to meet Corporate and Investment Banking Treasury's critical resource optimization objectives. This position requires a strategic thinker with strong accounting and Corporate and Investment Banking product knowledge, analytical skills, and the ability to lead and execute complex financial planning initiatives in a high-intensity environment.

Job responsibilities

  • Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc.
  • Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
  • Provide ongoing updates to CIB Treasurer
  • Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
  • Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
  • Provide ad-hoc analysis supporting key deliverables such as earnings etc.
  • Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Required qualifications, capabilities and skills

  • 4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
  • Strong understanding of accounting principles, balance sheet and CIB product
  • Proven record in high complexity/intensity environment
  • Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
  • Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
  • Meticulous attention to detail
  • Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
  • Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables.
  • Strong relationship management skills
  • Proficiency in Excel
  • Experience with Alteryx, Tableau, and AI tools

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

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关于JPMorgan Chase

JPMorgan Chase

JPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.

300,000+

员工数

New York City

总部位置

$500B

企业估值

评价

10条评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐率

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Analyst

Junior/L3

Mid/L4

Senior/L5

Analyst · Analyst, Investment Banking

6份报告

$126,500

年薪总额

基本工资

$110,000

股票

-

奖金

-

$103,500

$201,250

面试评价

4条评价

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study