Bring financial and strategic insight to decisions that shape how the firm plans, invests, and performs. You will partner across teams to strengthen budgeting and forecasting, improve management reporting, and elevate business metrics. You will help leaders understand results, drivers, and trade-offs through clear analysis and storytelling. You will also identify opportunities to streamline cycles and improve controls through automation and process improvement.
As a Senior Associate in Finance, Financial Analysis, you will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will analyze, prepare, and reconcile accounting and technical data and prepare recurring management reports. You will develop recommendations that improve business procedures and operations and help maintain financial and reporting systems. You will contribute to special projects and continuous improvement initiatives that strengthen decision-making, efficiency, and control.
Job responsibilities
- Manage annual and ongoing financial planning activities for assigned product areas
- Provide business rationale for month-end performance, forecasting updates, and planning decisions
- Analyze product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reporting
- Deliver efficiency reporting, analytics, and strategy insights (including location strategy and span of control analysis)
- Build financial business cases to support business initiatives and investments
- Report on and monitor key metrics, driving data quality improvements across the product area
- Develop and track performance metrics and create presentations for senior management
- Perform variance analysis, explain key drivers, and communicate changes from prior forecasts and budgets
- Design and enhance reports and dashboards that improve the delivery of financial results
- Strengthen controls and streamline processes, introducing automation where feasible
- Support special projects and cross-team initiatives as needed
Required qualifications, capabilities and skills
- Bachelor’s degree in accounting, finance, or a technical subject
- Four or more years of relevant work experience
- Advanced skills in Microsoft Excel and Microsoft PowerPoint
- Proficiency in data mining, data gathering, and data set manipulation
- Strong analytical and problem-solving skills, including the ability to analyze large data sets and summarize conclusions clearly
- Strong verbal and written communication skills, with the ability to explain complex issues clearly
- Ability to create tailored reporting for senior management needs
- Demonstrated ability to execute special projects and assignments with limited lead time or information
- Ability to work effectively under pressure and tight deadlines
- Collaborative working style and ability to be a trusted partner across business and finance teams
- Strong time management and prioritization skills
Preferred qualifications, capabilities and skills
Experience in financial services
- Experience in accounting or controllership backgrounds
Additional information
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 UsWe 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
Skills Required
- Bachelor's degree in accounting, finance, or a technical subject
- Four or more years of relevant work experience
- Advanced skills in Microsoft Excel
- Advanced skills in Microsoft PowerPoint
- Proficiency in data mining, data gathering, and data set manipulation
- Strong analytical and problem-solving skills, including the ability to analyze large data sets and summarize conclusions clearly
- Strong verbal and written communication skills, with the ability to explain complex issues clearly
- Ability to create tailored reporting for senior management needs
- Demonstrated ability to execute special projects and assignments with limited lead time or information
- Ability to work effectively under pressure and tight deadlines
- Collaborative working style and ability to be a trusted partner across business and finance teams
- Strong time management and prioritization skills
- Experience in financial services
- Experience in accounting or controllership backgrounds
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 — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
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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