Finance & Business Management - Associate

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

Job summary

JPMorganChase in Columbus, OH is seeking an Finance & Business Management Associate to provide strategic financial analysis, planning, and reporting for Asset Management. You will partner with senior leadership, support budgeting, forecasting, and performance metrics, and help implement automated reporting solutions across the FP&A function.

You will work with the CFO and the FP&A team to drive financial performance, manage stakeholders, and develop new reporting capabilities while contributing

Qualifications

• Degree in Accounting, Finance, or a technical subject.
• 2+ years of experience in Financial Services or accounting/controller roles.
• Advanced skills in Excel and PowerPoint.
• Proficiency in data mining and data manipulation.
• Strong verbal and written communication skills.
• Ability to create ad hoc reporting for senior management.
• Proven track record of executing special projects 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 large data sets.

Responsibilities

• Deliver as the strategic finance partner managing senior stakeholder relationships and delivering AMOC materials.
• Coordinate with the wider AM FBM team on forecast and budget, including revenues, expenses, assets and headcount.
• Perform variance analysis and present commentary to senior managers.
• Report on and monitor key metrics, drive data quality initiatives.
• Develop and track performance metrics, create presentations and deliver analyses.
• Design new reports and dashboards for senior management.
• Enhance controls and streamline processes, introducing automation where possible.
• Respond to ad hoc requests from Asset Management and JPMorganChase.

Skills

Excel

PowerPoint

Data mining

Ad hoc reporting

Communication

Time management

Analysis

Problem solving

Education

Bachelors degree in Accounting or Finance or related field

Tools

Tableau

Power BI

Excel

Job description

Finance & Business Management - Associate

Columbus, OH, United States

Job Information

• Job Identification 210780767




• Job Category Financial Analysis




• Business Unit Asset & Wealth Management




• Posting Date 08/31/2026, 09:25 PM




• Locations 1111 Polaris Pkwy, Columbus, OH, 43240, US




• Job Schedule Full time

Job Description

Join our Financial Planning and 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).

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 (https://careers.jpmorgan.com/us/en/how-we-hire/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 Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.