Finance & Business Management Ops PXT, Senior Associate

The Operations Product Experience & Technology (PXT) Finance and Business Manager Senior Associate plays a pivotal role in supporting the PXT CFO and senior leadership by delivering comprehensive financial analysis, strategic insights, and business performance optimization. This position leads the consolidation and presentation of monthly business review materials, manages core financial planning processes such as forecasting and budgeting, and drives the adoption of data visualization and automation initiatives to enhance real-time reporting and decision-making. They partner closely with strategy, finance, and technology teams across the business, ensuring alignment on key initiatives and providing actionable recommendations that support both tactical and long-term objectives.

Success in this high-profile, fast-paced role requires a proven track record in finance, business management, and stakeholder engagement. They are responsible for identifying, escalating, and mitigating business risks, optimizing cost structures, and implementing productivity initiatives. Effective collaboration with cross-functional teams—including Compliance, Project Management, Procurement, Real Estate, and HR—is essential to navigate complex challenges and shifting priorities. By building strong relationships and acting as a trusted advisor, the Associate ensures the business is well-positioned to meet evolving market requirements and maintains JPMorganChase's standard of excellence in financial services.

The Operations Product Experience & Technology (PXT) Finance and Business Manager Associate plays a pivotal role in supporting the Ops PXT CFO and senior leadership by delivering comprehensive financial analysis, strategic insights, and business performance optimization. This position leads the consolidation and presentation of monthly business review materials, manages core financial planning processes such as forecasting and budgeting, and drives the adoption of data visualization and automation initiatives to enhance real-time reporting and decision-making. The Associate partners closely with product finance, and technology teams across the business, ensuring alignment on key initiatives and providing actionable recommendations that support both tactical and long-term objectives.

Success in this high-profile, fast-paced role requires a proven track record in finance, business management, and stakeholder engagement. The Associate is responsible for identifying, escalating, and mitigating business risks, optimizing cost structures, and implementing productivity initiatives. Effective collaboration with cross-functional teams—including Compliance, Project Management, Procurement, Real Estate, and HR—is essential to navigate complex challenges and shifting priorities. By building strong relationships and acting as a trusted advisor, the Associate ensures the business is well-positioned to meet evolving market requirements and maintains JPMorganChase's standard of excellence in financial services.

Required Skills and Capabilities:

Bachelor's degree in Accounting or Finance

3+ years of experience in financial planning and analysis

Strong analytical, quantitative, and financial modeling skills, with the ability to distill and synthesize large amounts of data and qualitative information into key takeaways

Excellent problem-solving, critical thinking, and sound judgment abilities

Effective oral and written communication skills, with the ability to present complex information to partners and senior leaders

Excellent relationship management and interpersonal skills, with the ability to build relationships, influence stakeholders, and drive change across a large, complex organization

Team-oriented, high energy, and passionate about driving quantifiable business results

Ability to multi-task, work well under pressure, and maintain keen attention to detail

Self-motivated, innovative thinker with the ability to develop new concepts, processes, and value-added activities

Exercises the highest degree of confidentiality

Expert knowledge of Microsoft Office (PowerPoint and Excel)

Preferred Qualifications, Capabilities, and Skills:

Strong technical skills with advanced proficiency in Microsoft Office (Excel, PowerPoint, PitchPRO), MS Teams, and SharePoint

Proven experience partnering with subject matter experts to deliver holistic business insights

Experience in Technology Finance & Business Management

Advanced knowledge of Essbase and business applications such as Tableau and Ariba

Job Responsibilities:

Prepare and coordinate high-quality, insightful presentations and monthly progress reviews for Senior Management, clearly communicating achievements, challenges, and next steps, while supporting continuous ad hoc requests and innovation initiatives across the business.

Manage core financial planning processes—including forecasting, budgeting, and variance analysis—to support strategic decision-making and optimize business performance.

Collaborate effectively across many key stakeholder groups to drive analyses of new business initiatives and tracking of outcomes

Provide support for continuous ad hoc requests, routine reporting, and innovation initiatives across the business

Communicate, interact with, and influence colleagues at all levels in the business including senior leaders

Handle confidential information in a professional manner

Produce polished, executive-ready materials under tight timelines

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

Equal Opportunity Employer/Disability/Veterans