Treasury Financial Planning & Analysis, Senior Associate
Aumni
Treasury Financial Planning & Analysis, Senior Associate
Job Information
- Job Identification 210650324
- Job Category Financial Analysis
- Business Unit Commercial & Investment Bank
- Posting Date 07/30/2025, 02:21 AM
- Locations 4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US
- Job Schedule Full time
- Base Pay/Salary NY $85,500.00-$140,000.00
Job Description
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
About Us
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
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