{"id":143604,"url":"https://alion.io/job/chase-associate-planning-and-analysis","title":"Associate, Planning and Analysis","company":{"id":257,"name":"JPMorganChase","domain":"jpmorganchase.com","url":"https://alion.io/company/jpmorganchase","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":89,"open_postings":1086,"ghost_share":0.017,"stale_share":0.577,"repost_share":0.047,"time_to_fill_p50_days":14,"computed_at":"2026-11-03T05:54:40Z"}},"role":"Enterprise Apps","role_family":"Enterprise Apps","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Plano, United States","Newark, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":97000,"max_usd":198000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":301},"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Visual Basic","optional":false}],"status":"live","first_seen_at":"2026-08-25T00:00:00Z","employer_posted_date":"2026-08-25","last_verified_at":"2026-11-03T07:13:27Z","board_verified":true,"closed_at":null,"days_open":70,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":70},"description":"Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.\nAs an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.\nJob Responsibilities\nServe as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses\nProduce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed\nDevelop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances\nCreate, maintain and review financial models and analyses (both recurring and ad-hoc)\nConduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions\nCollaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives\nBuild and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams\nRequired qualifications, capabilities, and skills\nSelf-starter who is able to work in a fast paced, results driven environment\nBA/BS in Finance, Economics, Accounting \nAt least 3 years of relevant FP&A experience in the financial services industry\nSound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously; must be comfortable with frequently changing priorities\nAbility to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment\nExcellent organizational, management, and both verbal and written communication skills\nStrong quantitative, analytical, and problem solving skills; strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros\nAbility to navigate multiple data sets and synthesize into cohesive presentation and recommendations\nDetail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously\nTeam oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management\nAbility to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically\nPreferred qualifications, capabilities, and skills\nCFA, CPA, MBA a plus\nAdditional Information\nTo 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).","description_format":"text","description_chars":3427,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-08-25T00:00:00Z"},{"event":"open","at":"2026-09-06T03:20:01Z"},{"event":"reopen","at":"2026-10-25T04:54:23Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 3,429 · green card filings: 933","filings_12m":3429,"filings_prev_12m":3601,"green_card_filings_12m":933,"median_offered_wage_usd":160366,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":1686}],"liveness":{"score":6,"band":"cold","label":"Long shot","p_open":1,"p_active":0.214,"p_room":0.28,"age_days":70,"expected_fill_days":14,"reasons":["conf:1","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-11-03T05:54:40Z"},"pay":null,"html_url":"https://alion.io/job/chase-associate-planning-and-analysis","json_url":"https://alion.io/job/chase-associate-planning-and-analysis.json","meta":{"generated_at":"2026-11-03T11:24:52Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15551,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-04T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":257},"rest":"https://alion.io/mcp/rest/get_company?id=257"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fchase-associate-planning-and-analysis"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fchase-associate-planning-and-analysis"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fchase-associate-planning-and-analysis"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/chase-associate-planning-and-analysis\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fchase-associate-planning-and-analysis"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":143604}},{"tool":"search_jobs","arguments":{"company":"jpmorganchase.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":143604},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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