Are you a data and analytics professional with hands-on experience building automations and analytics solutions, and curious about applying AI-enabled development to enhance how you deliver? The Finance Data and Insights Team is an agile product team responsible for the development, production, and transformation of financial data and reporting across Consumer and Community Banking. Our vision is to improve the lives of our people and increase value to the firm by leveraging modern automation, data, and AI tools to generate insights, save time, improve processes and controls, and lead the organization in developing skills of the future. Support the development and execution of process transformation within controller and treasury organizations, with a focus on intelligent process automation, modern analytics, and business intelligence and workflow solutions, complemented by a working familiarity with AI-enabled development practices to accelerate productivity and solution delivery.
Job summaryAs an Analytics Solutions Associate within the Finance Data and Insights organization, you will partner closely with controller teams, treasury analytics, and technology partners to deliver accurate, timely, and well-controlled financial data and automation outcomes. You will help identify and assess automation and analytics opportunities, translate business requirements into production-grade solutions, and improve processes and controls through modern automation and data practices. This role emphasizes intelligent automation and analytics engineering, using UiPath to automate repeatable finance processes and Alteryx (or similar) to prepare and transform data for reporting and business intelligence consumption. You will also apply AI-enabled development practices to accelerate productivity and support the delivery of business intelligence and workflow solutions.
Job responsibilities- Develop and maintain workflows to ingest, cleanse, blend, and transform finance data for downstream reporting and analytics.
- Design, build, test, and maintain UiPath automations (attended and unattended) that eliminate manual effort across controller and treasury processes, including reconciliations, data movement, report generation, and control checks.
- Partner with business users to document current-state processes, user pain points, decision points, data inputs, and control requirements; translate findings into automation candidates and business intelligence/workflow requirements.
- Build and iterate on dashboards and self-service analytics using Tableau, Sigma, ThoughtSpot, or similar platforms to support controller, treasury, and cross line of business stakeholders.
- Apply AI-enabled development tools to accelerate productivity in building automations, workflows, SQL, and documentation, and to prototype AI-assisted features in business intelligence and workflow solutions.
- Identify patterns and anomalies in data and use insights to drive process improvements, strengthen controls, and surface additional automation opportunities.
- Support agile delivery practices including backlog management, user story writing, sprint planning input, stakeholder demonstrations, and clear communication of progress, risks, and value.
- Operate within a well-controlled financial services environment by following version control, peer review, testing, documentation, and adherence to data governance and access-management standards.
- Minimum 5 years of experience in intelligent automation, data analytics, financial reporting systems, or related roles.
- Hands-on development experience with UiPath (Studio, Orchestrator) building and supporting production automations, including exception handling, logging, credential management, and queue-based processing.
- Working experience with Alteryx (or a comparable data preparation tool) to build, document, and maintain data workflows.
- Proficiency with SQL and comfort querying relational databases and modern data platforms.
- Demonstrated ability to translate business processes into clear requirements, user stories, process maps, and automation designs.
- Familiarity with AI-enabled development concepts (coding copilots, large language model-based assistants, prompt-based workflows) and a clear willingness and aptitude to adopt and excel in AI-assisted ways of working for product delivery.
- Strong stakeholder management and written/verbal communication skills across finance, technology, product, and senior business audiences.
- Experience with modern business intelligence and visualization tools: Tableau, Sigma, ThoughtSpot, Power BI, or similar.
- Experience working with finance, controller, treasury, or financial reporting stakeholders to understand business processes, document requirements, and deliver automation or analytics solutions.
- Experience with Python, Databricks, Snowflake, or other big-data query and development tools.
- Exposure to AI-assisted development tools (GitHub Copilot, LLM Suite, Genie, Spotter, Microsoft Copilot) applied to coding, SQL, workflow design, documentation, testing, and/or building or supporting AI-assisted features within business intelligence or workflow solutions (for example natural-language querying, auto-generated commentary, intelligent routing, document extraction).
- Familiarity with agile product practices: backlog refinement, user story creation, minimum viable product definition, sprint planning, and stakeholder demonstrations.
- Ability to frame business cases for automation and analytics initiatives (productivity, control improvement, cycle-time reduction, scalability, reduced manual effort).
- Understanding of data governance, data quality, lineage, access management, and control expectations in a financial services environment.
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.
Skills Required
- Minimum 5 years of experience in intelligent automation, data analytics, financial reporting systems, or related roles.
- Hands-on UiPath Studio and Orchestrator development experience, including production automations, exception handling, logging, credential management, and queue-based processing.
- Working experience with Alteryx or a comparable data preparation tool.
- Proficiency with SQL and relational or modern data platforms.
- Ability to translate business processes into requirements, user stories, process maps, and automation designs.
- Familiarity with AI-enabled development concepts and willingness to adopt AI-assisted product delivery methods.
- Strong stakeholder management and written and verbal communication skills.
- Experience with Tableau, Sigma, ThoughtSpot, Power BI, or similar business intelligence and visualization tools.
- Experience supporting finance, controller, treasury, or financial reporting stakeholders.
- Experience with Python, Databricks, Snowflake, or other big-data query and development tools.
- Exposure to AI-assisted development tools applied to coding, SQL, workflow design, documentation, testing, or AI-assisted BI features.
- Familiarity with agile product practices, including backlog refinement, user stories, MVP definition, sprint planning, and demonstrations.
- Ability to develop business cases for automation and analytics initiatives.
- Understanding of data governance, data quality, lineage, access management, and financial services controls.
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
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Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
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Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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