Financial Planning and Analysis- Analyst
Aumni
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.
As a Financial Planning & Analysis- Analyst in CBB Finance team in Bengaluru, you support the Consumer and Business Banking segment by offering Financial Reporting, Planning, Modelling and Analysis services to various internal customers including Finance and Business Management leads and field finance teams.
Job Responsibilities
- Execute robust financial modeling for real estate initiatives—including new builds and branch purchases - governing ~$1B in capital spend.
- Support analysis of existing branch performance and recommend funding decisions for upcoming branches.
- Develop a strong business understanding and define the key metrics that drive decision‑making.
- Conduct post‑investment reviews comparing actuals to business cases; capture learnings to refine future assumptions.
- Maintain complete, accurate databases and establish processes and controls to preserve data integrity.
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Summarize branch performance drivers, including profitability, break‑even, and payback dynamics.
Sustain a continuous focus on accuracy and quality, instituting checks to maintain a high degree of precision.
- Support standard reporting cycles and fulfill ad hoc reporting requests in a timely manner.
- Automate manual processes wherever feasible to improve cycle time, consistency, and auditability.
- Deepen understanding of the financial models and key metrics that drive the decision‑making process; keep documentation current.
- Leverage approved AI tools and sound prompt engineering to accelerate research synthesis, draft investment narratives, and standardize option comparisons; validate all outputs against source data and governance requirements.
Required qualifications, capabilities, and skills
- Qualified CA/ MBA or equivalent degree in Accounting/Finance
- 1+ year of experience in Financial Planning or Modelling
- Good communication and strong excel skills.
- LLM proficiency with prompt engineering to produce accurate, compliant financial narratives and insights.
- Advance excel skill including VBA and Essbase
- Working knowledge of SQL for data extraction and manipulation
- Positive attitude and demonstrate intellectual curiosity.
- Strong analytical skills and attention to detail
Shift Timing:
- 2.00 pm to 11.00 pm (IST)
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.
Financial Analysis, executing financial modeling for new branches, analyzing branch performance and providing recommendations.