Associate - Financial Planning and Analysis

Location: Bengaluru, India

Job Description

Build your career in Financial Planning and Analysis with a role that combines financial ownership, analytical rigor, business partnership, and process transformation within a dynamic technology organization. As an Associate, you will provide end-to-end financial support for Core Engineering Solutions and Architecture. You will partner with finance, business managers, and product and technology leaders across a large matrixed organization. This role is suited for a highly motivated self-starter who can independently own deliverables, identify risks and opportunities, and drive financial processes from analysis through stakeholder communication and closure. You will translate complex information into clear insights and recommendations for senior management.
Job summary
As a Financial Analysis professional within a technology finance team supporting Core Engineering Solutions and Architecture, you will provide end-to-end financial support across budgeting, forecasting, reporting, and decision support. You will independently own deliverables, proactively identify risks and opportunities, and drive processes from analysis through stakeholder communication and closure. You will partner with finance, business managers, and product and technology leaders across a large matrixed organization. You will apply strong financial acumen, data capabilities, and sound judgment to translate complex information into clear insights and recommendations for senior management.
Job responsibilities
Own recurring financial processes across month-end actuals, budgeting, forecasting, headcount and resource planning, scenario analysis, and variance reporting for Core Engineering Solutions and Architecture.
Independently manage assigned deliverables from planning through execution and closure, ensuring accuracy, timeliness, transparency, and adherence to governance standards.
Provide clear business rationale for financial performance, forecast movements, risks, opportunities, and key watch items, with actionable recommendations for finance and business leadership.
Partner with product finance and business management partners, business managers, and Core Engineering Solutions and Architecture leadership to deliver monthly reporting and ad hoc insights across direct and allocated expenses.
Own headcount reporting and planning, including requisitions, named joiners, known leavers, vacancies, vendor resources, and cost-center hierarchy changes.
Challenge inputs constructively, investigate data or process gaps, and drive issues to resolution by coordinating with relevant stakeholders.
Develop high-quality senior-management presentations that clearly communicate the story behind the financials, key drivers, decisions required, and forward-looking implications.
Design and enhance reports, dashboards, and analytical views that improve decision support and simplify the consumption of financial results.
Identify and implement opportunities to strengthen controls, standardize reporting, streamline processes, and introduce automation where appropriate.
Perform ad hoc financial analysis for senior management and respond to evolving business priorities with speed, judgment, and attention to detail.
Maintain strong data integrity and control discipline across source data, financial reporting, forecasts, and presentations, act as a dependable point of contact by proactively communicating status, dependencies, risks, and required actions, support team effectiveness through knowledge sharing, documentation, collaboration, and guidance to junior colleagues when required, and adhere to internal compliance policies, financial-control standards, and business reporting requirements.

Required qualifications, capabilities, and skills
Chartered Accountant, Chartered Financial Analyst, Master of Business Administration (Finance), or equivalent with 6+ years of relevant financial planning and analysis or finance experience.
Strong ownership and self-starter mindset, with ability to independently drive deliverables to closure.
Strong financial analysis skills with experience in budgeting, forecasting, variance analysis, headcount planning, and management reporting.
Strong business partnering and stakeholder management skills, including senior-management engagement.
Ability to analyze issues, recommend solutions, and manage multiple priorities under tight deadlines.
Advanced Microsoft Excel and Microsoft PowerPoint skills; knowledge of Essbase, SAP, and Tableau preferred.
Excellent communication, attention to detail, and control discipline.
Collaborative, adaptable, and comfortable working in a fast-paced, matrixed environment.
Flexibility to work 2:00 p.m.–11:00 p.m., with variable hours during critical business cycles.

Preferred qualifications, capabilities, and skills
Experience supporting a technology organization or partnering with product, engineering, or business management teams.
Knowledge of Tableau, Alteryx, SQL and Python or comparable visualization and automation tools.
Experience improving financial processes through automation, standardization, enhanced controls, or dashboard development.
Ability to coach or guide junior team members and contribute to broader team capability building.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Job Info
Job Identification
210806299
Job Category
Financial Analysis
Posting Date
11/11/2026
Apply Before
11/25/2026
Job Schedule
Full time
Locations
Parcel 9, Embassy Tech Village, Outer Ring Road, Deverabeesanhalli Village, Varthur Hobli, Bengaluru, IN-KA, 560103, IN