Associate, Finance Analysis

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 75,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago seeks an Associate in Financial Analysis within the Commercial & Investment Bank to support Client Onboarding and Service. You will provide financial and workforce planning, develop reporting capabilities, and present insights to senior leaders.

This role emphasizes collaboration, accuracy, and process improvement in a fast-paced environment. You'll partner with business leaders on headcount and expense planning, forecast monthly results, and deliver timely

Qualifications

• Bachelor’s degree.
• 3+ years of work experience in accounting, finance, planning and analysis, business management, or a related field.
• Advanced Excel and PowerPoint skills.
• Strong attention to detail and work ethic.
• Excellent verbal and written communication.
• Ability to present complex issues clearly.
• Experience creating ad hoc reporting for senior management.
• Team player with a trusted partnership mindset.
• Self-starter with time management under tight deadlines.
• Strong analytical and problem-solving skills.

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

Advanced Excel

PowerPoint

Attention to detail

Analytical thinking

Communication skills

Education

Bachelor's degree

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.

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

• Maintaindetailed headcount tracking to support accurate position management, requisition approvals, and reconciliation to budget and outlook
• Partnerwith Client Onboarding and Service leadership and Finance and Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
• Prepareefficiency reporting, analytics and strategy, including location strategy, span of control, reporting and analytics
• Developand track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
• Performvariance analysis to understand key drivers and present commentary to senior leaders, explaining changes from prior forecasts and budgets
• Helpdesign new reports and dashboards to efficiently deliver financial results to senior management
• Enhancecontrols 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).