Infrastructure Financial Analysis Senior Associate

Posted An Hour Ago
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Plano, TX, USA
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Provide financial planning, analysis, and reporting for Asset & Wealth Management infrastructure and cloud spend. Manage cloud demand planning, billing/allocation, cost-usage dashboards, and FinOps optimization; partner with technology and finance stakeholders to deliver insights, forecasts, and recommendations to senior management.
Summary Generated by Built In

JPMorgan Asset & Wealth Management Finance and Business Management has a new opening for a Financial Manager. This position will report directly to the head of planning & analysis for Asset & Wealth Management Technology & Data and will support the Asset & Wealth Management technology team. Asset and Wealth Management Technology Finance is an integral part of a larger Finance and Business Management organization that supports the CIO and respective organization within the Asset & Wealth Management Line of Business at JPMorgan Chase & Co.

 

As an associate within the Asset & Wealth Management Technology Finance & Business Management (F&BM) infrastructure team, you will provide comprehensive financial and strategic support to key stakeholders across program management, tooling development, data modeling and analytics, budgeting and forecasting, cloud rate and usage optimization, data and artificial intelligence (AI) spend analysis, objectives and key results (OKR) and key performance indicator (KPI) measurement and reporting, and the Asset & Wealth Management FinOps community and communications. You will partner with cloud practitioners in both technical and non-technical functions and collaborate with Global Technology and Asset & Wealth Management Technology and Infrastructure Finance & Business Management teams, as well as key product line stakeholders, to deliver near real-time visibility into cloud spend reporting and analysis, business insights, cloud cost optimization opportunities, and data-promoten storytelling to all levels of the organization with clear cost and action ownership. You will serve as a change agent, developing innovative approaches to help senior management execute the Asset & Wealth Management hybrid public cloud strategy and FinOps transformation. This role requires strong analytical skills, compelling presentation capabilities, technical proficiency, flexibility to manage multiple deliverables, and the ability to recommend and influence meaningful change.

 

Job responsibilities:

  • Analyze financials to understand business drivers and identify opportunities to improve

  • Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management

  • Manage cloud demand planning & forecast, monthly cloud billing/allocation, and Cloud EMR in cooperation with accounting, finance, and technical owners

  • Create meaningful insights and dashboard from large cloud cost/usage dataset for spend pattern, OKR reporting, benchmark, and executive review presentation.

  • Monitor cloud consumption at the various level to detect, analyze, and inform anomalies or budget variance.

  • Support stakeholders in understanding their cloud spend based on their application and infrastructure modernization roadmap, budget funding, and significant program forecast

  • Collaborate with GT FinOps teams in tracking cost optimization identified and action status / results 

  • Lead internal reviews and assessments across the organization to determine business and financial choices

  • Collaborate with functional partners including Business Management, Global Technology, and Finance teams to achieve business objectives 

Required qualifications, capabilities, and skills:

  • 3+ year of experience in financial planning & analysis, forecasting/modeling, business intelligence / strategy, data or risk analysis, or internal/external reporting, or similar functions.

  • Bachelor or Master's degree in Finance, Data Analysis, MIS, CS or related discipline

  • Strong working knowledge of Microsoft Excel, Tableau, Alteryx, Databricks Query, SQL or similar tools

  • Ability to perform data mining, data analytics, financial/operation reporting, data-driven story-telling and executive summary end-to-end

  • Ability to juggle multiple activities simultaneously with strategic prioritization of top deliverables under pressure

  • Ability to collaborate and cooperate with various stokeholds across tech and business functions on outcome-based delivery

  • Ability to present public cloud analysis and key messages effectively and in simple terms to others

  • Highly motivated, self-starter in a fast-pacing environment that manage both BAU F&BM deliverables and ad hoc research study

  • Strong influence management abilities to obtain buy-in for desired objectives or strategies

  • Excellent verbal, written and interpersonal communication skills

 

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. 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
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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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.

Skills Required

  • 3+ years of experience in financial planning & analysis, forecasting/modeling, business intelligence, data or risk analysis, or internal/external reporting
  • Bachelor's or Master's degree in Finance, Data Analysis, MIS, Computer Science or related discipline
  • Strong working knowledge of Microsoft Excel, Tableau, Alteryx, Databricks Query, SQL or similar tools
  • Ability to perform data mining, data analytics, financial/operational reporting, and data-driven storytelling end-to-end
  • Ability to manage multiple priorities and deliverables with strategic prioritization under pressure
  • Ability to collaborate across technical and business stakeholders to deliver outcome-based results
  • Ability to present public cloud analysis and key messages effectively and simply to non-technical audiences
  • Highly motivated self-starter able to manage BAU F&BM deliverables and ad hoc research
  • Strong influence management skills to obtain stakeholder buy-in
  • Excellent verbal, written, and interpersonal communication skills
  • Authorized to work in the United States; employer will not provide employment-based immigration sponsorship

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, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

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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