Associate, Finance Analysis

JPMorganChase; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase in Chicago seeks an Associate in Financial Analysis to partner with business leaders on headcount and expense planning, delivering disciplined financial analysis and clear storytelling. You will support forecasting, budgeting, and timely management reporting with automated insights.

You will shape reporting capabilities, develop new dashboards, and present findings to senior management while collaborating across Finance and Business Management teams.

Qualifications

• Bachelor's degree is required.
• 3+ years of work experience in accounting, finance, planning and analysis, business management, or a related field.
• Advanced skills in Excel and PowerPoint.
• Strong attention to detail and solid work ethic.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Ability to create ad hoc reporting for senior management.
• Proven track record for executing special projects or assignments with little lead time or information.
• Team player with the ability to be respected as a trusted partner for the business and Finance and Business Management teams.
• Highly motivated self-starter with excellent time management and prioritization skills and ability to thrive under pressure and tight deadlines.
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely.

Responsibilities

• Maintain detailed headcount tracking to support accurate position management, requisition approvals, and reconciliation to budget and outlook.
• Partner with Client Onboarding and Service leadership and Finance and Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses.
• Prepare efficiency reporting, analytics and strategy, including location strategy, span of control, reporting and analytics.
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand key drivers and present commentary to senior leaders, explaining changes from prior forecasts and budgets.
• Help design new reports and dashboards to efficiently deliver financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Skills

Attention to detail

Communication

Team player

Self-starter

Time management

Problem solving

Analytical thinking

Presentation skills

Adaptability

Education

Bachelor's degree

Tools

Excel

PowerPoint

Job description

Job Description

Shape decisions that help teams serve clients effectively through disciplined financial analysis and clear storytelling. You will partner closely with business leaders to connect headcount and expense plans to strategic outcomes. This role offers broad visibility across planning cycles, performance metrics, and process improvement initiatives. You will help modernize reporting by introducing automation and faster, more reliable insights. Join a team that values collaboration, continuous improvement, and high-quality execution.

Shape decisions that help teams serve clients effectively through disciplined financial analysis and clear storytelling. You will partner closely with business leaders to connect headcount and expense plans to strategic outcomes. This role offers broad visibility across planning cycles, performance metrics, and process improvement initiatives. You will help modernize reporting by introducing automation and faster, more reliable insights. Join a team that values collaboration, continuous improvement, and high-quality execution.

As an Associate in Financial Analysis team within the Commercial and Investment Bank supporting the Client Onboarding and Service organization, you will be responsible for providing financial and strategic analysis and partnering with leaders on headcount and expense planning. You will prepare, reconcile, and interpret financial and workforce data to support forecasting, budgeting, and timely management reporting. This is an individual contributor role focused on financial management (planning, reporting, controls, and analysis), not people management. You will help develop new reporting capabilities and recommendations that improve business procedures and operating efficiency.

Job Responsibilities

• Maintain detailed headcount tracking to support accurate position management, requisition approvals, and reconciliation to budget and outlook
• Partner with Client Onboarding and Service leadership and Finance and Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
• Prepare efficiency reporting, analytics and strategy, including location strategy, span of control, reporting and analytics
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
• Perform variance analysis to understand key drivers and present commentary to senior leaders, explaining changes from prior forecasts and budgets
• Help design new reports and dashboards to efficiently deliver financial results to senior management
• Enhance controls and streamline processes, introducing automation where possible

Required Qualifications, Capabilities And Skills

• Bachelor's degree
• 3+ years of work experience in accounting, finance, planning and analysis, business management, or a related field
• Advanced skills in Excel and PowerPoint
• Strong attention to detail and solid work ethic
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing special projects or assignments with little lead time or information
• Team player with the ability to be respected as a trusted partner for the business and Finance and Business Management teams
• Highly motivated self-starter with excellent time management and prioritization skills and ability to thrive under pressure and tight deadlines
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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 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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.