Finance & Business Management - Associate

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking an Associate in Financial Planning & Analysis within Asset Management.

You will partner with senior leadership to drive financial performance, provide strategic analysis, and deliver insightful planning and reporting to support decision-making. You will coordinate budgeting, forecasting, and reporting across the AM organization, developing new capabilities and communicating trends to executives.

Qualifications

• Degree in Accounting, Finance, or a technical field.
• 2+ years in Financial Services or accounting/controller roles.

Responsibilities

• Act as strategic finance partner to senior stakeholders in Asset Management.
• Coordinate budgeting and forecasting for revenues, expenses, and headcount.
• Perform variance analysis and explain forecast changes to leadership.
• Deliver dashboards and reports to communicate performance to executives.
• Enhance data quality and automate reporting processes where appropriate.
• Respond to ad hoc data requests from Asset Management and JPMorganChase.
• Prepare materials for AMOC and senior management presentations.

Skills

Excel

PowerPoint

Data mining

Communication

Ad hoc reporting

Teamwork

Education

Accounting/Finance degree

Tools

Tableau

Power BI

Job description

Join our Financial Planning & Analysis team in Columbus and play a pivotal role in supporting key business priorities and driving financial performance within our Asset Management division. As an Associate, you will provide strategic financial analysis, planning, and reporting to support decision-making to the our business. You will collaborate closely with the CFO and the broader Financial Planning & Analysis team to enhance financial performance, while engaging with business leaders and peers across the organization. This role offers the opportunity to partner with senior stakeholders, providing an excellent opportunity for personal and professional development.

As a n Associate in the Central Planning & Analysis Team within Asset Management, you will lead a dynamic group focused on supporting key business priorities and driving financial performance. You will coordinate budgeting and forecasting, deliver insightful analysis to stakeholders, and develop new reporting capabilities. You will work closely with senior management, helping us understand trends and opportunities, and play a vital role in enhancing our processes. Your expertise will help us build a collaborative, innovative, and inclusive team environment

Job Responsibilities

• Deliver as the ‘strategic’ finance partner managing senior stakeholder relationships, and driving AMOC and senior management presentations and materials - showcasing trends and opportunities for Asset Management business growth
• Coordinate with the wider AM FBM team in all aspects relating to our forecast and budget, including revenues, expenses, asset flows and headcount
• Perform variance analysis and present commentary to senior managers, explaining changes from prior forecasts and budgets.
• Report on and monitor key metrics, drive data quality initiatives, and help define future needs for the product area.
• Develop and track performance metrics, create presentations, and deliver analysis to stakeholders.
• Design new reports and dashboards to effectively communicate analysis to senior management.
• Enhance controls and streamline processes, introducing automation where possible.
• Respond to ad hoc requests from the wider Asset Management business and JPMorganChase franchise.

Required qualifications, capabilities, and skills

• Degree in Accounting, Finance, or a technical subject.
• 2 plus relevant experience in Financial Services or accounting/controller roles.
• Advanced skills in Excel and PowerPoint.
• Proficiency in data mining, gathering, and manipulation of data sets.
• 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 of executing special projects or assignments with limited lead time.
• Highly motivated and able to thrive under pressure and tight deadlines.
• Team player respected as a trusted partner for Business, Finance, and FP&A teams.
• Excellent time management and prioritization skills.
• Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Preferred qualifications, capabilities, and skills

• Experience in Asset Management metrics and business drivers.
• Experience leading teams across multiple locations.
• Experience with automation and process improvement initiatives.
• Familiarity with dashboard and reporting tools (e.g., Tableau, Power BI).
• Experience presenting to senior management and executive stakeholders.
• Ability to drive data quality and continuous improvement initiatives.

• Inquisitive, enthusiastic, and diligent, capable of challenging peers constructively.

  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).