Finance & Allocations Analyst – Cross-Unit Partner

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking a Finance & Business Management Associate to support end-to-end allocation processes, partner with multiple lines of business, and provide clear reporting on methodologies and financial impacts.

This role emphasizes collaboration across Finance, Technology, and Operations to turn complex data into actionable insights. You will monitor allocation quality, perform reconciliations, and prepare dashboards and executive-ready presentations for senior

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 3 years of experience in financial services, financial planning and analysis, business management, accounting, or another analytical role.
• Ability to interpret financial results, identify trends and variances, resolve discrepancies, and maintain a high level of accuracy.
• Experience coordinating deliverables across multiple teams and communicating complex financial information to senior management.
• Proficiency in Microsoft Excel and PowerPoint, with experience analyzing data, preparing management reporting, and developing presentations.

Responsibilities

• Manage the end-to-end allocation lifecycle, including planning, forecasting, monthly execution, outlook updates, year-end activities, and maintenance of allocation methodologies, drivers, hierarchies, mappings, and documentation.
• Serve as a core allocation partner to lines of business across the firm, working with Finance, Business Management, Technology, Operations, and other stakeholders to gather inputs, validate assumptions, coordinate deliverables, and communicate allocation methodologies and financial impacts.
• Track allocation milestones, dependencies, approvals, open issues, and follow-up actions across sending and receiving organizations, escalating material risks, missed deadlines, and unresolved items as appropriate.
• Monitor allocation results for completeness, accuracy, timeliness, data quality, and alignment with approved methodologies and financial expectations.
• Perform reconciliations and variance analysis against budget, forecast, prior periods, and business expectations; investigate exceptions and coordinate resolution with data owners and line-of-business partners.
• Prepare dashboards, management reports, and executive-ready presentations summarizing allocation results, trends, risks, opportunities, decisions, and required actions.
• Facilitate recurring stakeholder reviews and support governance, controls, audit requests, and issue tracking while identifying opportunities to streamline, standardize, and automate allocation processes

Skills

Financial analysis

Stakeholder communication

Excel & PowerPoint

Data interpretation

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Tools

Excel

PowerPoint

Job description

JPMorgan Chase & Co. in Columbus, OH, is seeking a Finance & Business Management Associate to support end-to-end allocation processes, partner with multiple lines of business, and provide clear reporting on methodologies and financial impacts.

This role emphasizes collaboration across Finance, Technology, and Operations to turn complex data into actionable insights. You will monitor allocation quality, perform reconciliations, and prepare dashboards and executive-ready presentations for senior