Finance Decision Optimization Team - Analytics Solutions Senior Associate

Posted 2 Days Ago
Be an Early Applicant
Columbus, OH, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Develops and supports technology-enabled finance forecasting solutions. Translates business needs into requirements, analyzes forecasting logic and data, troubleshoots workflows using Python and SQL, supports testing and implementation, and partners with Finance, Analytics, Product, and Technology teams. Manages delivery tracking, risks, UAT, production validation, reporting, controls, and process improvement across multiple workstreams.
Summary Generated by Built In

Are you passionate about transforming Finance through technology? 

As an Analytics Solutions Senior Associate, within the Finance Decision Optimization team, you will enhance and deliver technology-enabled forecasting solutions that improve process efficiency, controls, and stakeholder outcomes and work across Finance, Analytics, Product, and Technology teams to understand forecasting needs, translate them into actionable requirements, analyze data and calculations, and provide hands-on analytical and technical support throughout the delivery lifecycle, from intake through production.

Job responsibilities:

  • Translate finance and business needs into clear requirements, user stories, acceptance criteria, and development-ready artifacts for forecasting and analytical solutions 
  • Analyze forecasting processes, business drivers, calculations, data inputs, and outputs to understand requested changes and validate expected results 
  • Use Python, SQL, Databricks, and approved AI-enabled tools to analyze data, troubleshoot issues, and support solution delivery
  • Partner with Finance, Analytics, Product, and Technology teams through requirements, development, testing, user acceptance testing (UAT), implementation, and post-production validation 
  • Support enhancements to forecasting calculators, analytical workflows, data inputs/outputs, controls, and business processes
  • Maintain delivery status, dependencies, risks, and progress tracking in Jira; participate in ceremonies/scrums; escalate blockers and drive issues through resolution 
  • Prepare materials for monthly/quarterly reporting deliverables; communicate progress and key risks to stakeholders; identify opportunities to simplify manual activities and improve controls and documentation 

 

Required qualifications, capabilities, and skills:

  • Bachelor’s degree in either finance, economics, analytics, data science, engineering, computer science, or a related field
  • 5+ years of relevant experience in forecasting/analytics/data analytics/financial services or similar analytical roles 
  • Strong Python skills to analyze and troubleshoot analytical workflows (read/modify existing code, debug, add validations/sanity checks, and document changes) 
  • Ability to understand business and forecasting logic (inputs, calculations, drivers, assumptions, outputs) and translate it into clear implementation requirements 
  • Experience supporting analytical or technology solutions through requirements, reconciliation/validation, UAT, and implementation 
  • Familiarity with data governance, controls, and controlled production deployment concepts
  • Strong quantitative, analytical, and problem-solving skills with attention to detail, plus strong execution/organization/communication skills to manage multiple workstreams across Finance, Analytics, Product, and Technology teams 


Preferred qualifications, capabilities, and skills:

  • Experience with budgeting, forecasting, P&A/FP&A, stress testing, CCAR, or other financial services forecasting processes 
  • Experience working with Databricks or a comparable cloud-based data and analytics environment 
  • Experience with Jira and Agile or Kanban delivery practices; familiarity with Git, Bitbucket, and CI/CD concepts
  • Familiarity with AI-assisted analytics or development tools and their application to requirements analysis, data analysis, testing, troubleshooting, documentation, or code generation 


We do not offer any type of employment-based immigration sponsorship for this position. Likewise, JPMorganChase , will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).


About Us

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

About the Team
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.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.

Skills Required

  • Bachelor's degree in finance, economics, analytics, data science, engineering, computer science, or a related field
  • 5+ years of relevant experience in forecasting, analytics, data analytics, financial services, or similar analytical roles
  • Strong Python skills, including reading and modifying code, debugging, adding validations and sanity checks, and documenting changes
  • Ability to understand business and forecasting logic and translate it into clear implementation requirements
  • Experience supporting analytical or technology solutions through requirements, reconciliation or validation, UAT, and implementation
  • Familiarity with data governance, controls, and controlled production deployment concepts
  • Strong quantitative, analytical, problem-solving, organizational, execution, and communication skills
  • Experience with budgeting, forecasting, P&A or FP&A, stress testing, CCAR, or other financial services forecasting processes
  • Experience with Databricks or a comparable cloud-based data and analytics environment
  • Experience with Jira and Agile or Kanban delivery practices; familiarity with Git, Bitbucket, and CI/CD concepts
  • Familiarity with AI-assisted analytics or development tools

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.

  • Healthcare Strength — Medical coverage and wellness resources, including mental-health support and wellness incentives, are described as comprehensive and accessible; feedback suggests income-based contributions help keep care affordable.
  • Retirement Support — A dollar-for-dollar 401(k) match up to 5% of eligible pay, plus additional employer contributions in some cases, is highlighted as a strong pillar of financial security. Feedback suggests this structure is a notable advantage of the total rewards package.
  • Parental & Family Support — Up to 16 weeks of paid parental leave for all parents, along with fertility, adoption, surrogacy, childcare, and family-support resources, signals a family-forward approach. Feedback suggests these programs are a standout feature of the package.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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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