Financial Planning & Analysis- Associate

IMA | Institute of Management Accountants

Location: Mumbai, Maharashtra, India
Job type: Full-time

Required skills

accounting
communication skills
corporate finance
financial analysis
forecasting
Visual Basic
Essbase

About the role

IMA | Institute of Management Accountants

Website: imanet.org
Job details:
4 days left

Employer JPMorganChase

Location Mumbai

Posted Apr 16, 2026

Closes May 02, 2026

Ref 5700537352

Role Accountant / Management Accountant

Level Associate

Certification Other

Work Mode Hybrid

Hours Full Time

Organization Type Corporate

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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.

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations.

Job Responsibilities

Serve 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
Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
Create, maintain and review financial models and analyses (both recurring and ad-hoc)
Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions
Collaborate 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
Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Required Qualifications, Capabilities, And Skills

Self-starter who is able to work in a fast paced, results driven environment.

BA/BS in Finance, Economics, Accounting

Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities
Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment
Excellent organizational, management, and both verbal and written communication skills
Strong quantitative, analytical, and problem solving skills
Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros
Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously
Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management
Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred Qualifications, Capabilities, And Skills

CFA, CPA, MBA a plus
At least 3 years of relevant FP&A experience, preferably in the financial services industry

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