Finance & Business Management Associate

JPMorgan Chase & Co.; Jersey City (NJ); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Jersey City, NJ, seeks a Finance and Business Management Associate within Consumer and Community Banking Data Technology and Product Finance.

You will manage budgeting, forecasting, and reporting, translating results into concise narratives for senior leaders and aligning priorities with product, engineering, and platform teams. You will streamline data quality, automate workflows, and support vendor and headcount planning.

Qualifications

• Bachelor's degree required with 5+ years in financial planning, analysis, or finance.
• Ability to produce executive-ready narratives and visuals from data.
• Strong analytical, problem-solving, and stakeholder management skills.
• Experience in budgeting, forecasting, and management reporting for large orgs.
• Proficiency in Excel and PowerPoint; dashboarding experience is a plus.

Responsibilities

• Support budgeting, forecasting, reporting, and outlook updates for tech and product expenses.
• Analyze variances, trends, risks, opportunities, and performance versus budget/forecast.
• Create executive-ready materials with clear narratives and visuals.
• Synthesize data into structured frameworks to inform business cases and reporting.
• Coordinate vendor financial management activities with sourcing and partners.
• Maintain financial hygiene across recurring processes including accruals.
• Evaluate business-case opportunities, including AI initiatives, for value.
• Deliver ad hoc analysis for key functional areas and identify efficiency gains.
• Track headcount and hiring plans; partner with HR on workforce planning.
• Produce capacity views aligned to product/platform priorities; assist backfill planning.
• Improve reporting workflows through automation and standardized templates.

Skills

Financial analysis

Budgeting

Forecasting

Data visualization

Stakeholder management

Executive storytelling

Excel

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft PowerPoint

Tableau

Job description

Join a team where your analysis powers high-stakes decisions across our Consumer and Community Banking business. You will shape priorities by translating financial and operational data into clear, executive-ready stories. You will partner closely with product, engineering, and data teams to improve visibility, reduce surprises, and strengthen accountability. If you enjoy working at pace, simplifying complexity, and driving smarter decisions, this role is for you.

As a Finance and Business Management Associate in the Consumer and Community Banking Data Technology and Product Finance team, you will help manage financial performance and optimize business outcomes across a global portfolio. You will support budgeting, forecasting, reporting, and value-added analysis, translating results into crisp narratives for senior leaders. You will connect stakeholders across product, engineering, and platform teams to align on financial priorities, timelines, and business decisions. You will also identify opportunities to streamline workflows and improve data quality through standard templates and automation.

Job responsibilities

• Support budgeting, forecasting, reporting, and outlook updates for technology and product expenses, including allocations/chargebacks where applicable
• Analyze variances, trends, risks, opportunities, and performance versus budget/forecast/targets; identify key drivers and sensitivities
• Create executive-ready materials that translate complex topics into clear narratives with strong visualization and storytelling
• Synthesize financial and operational data into structured frameworks to support business cases and performance reporting
• Coordinate vendor financial management activities (forecasting, invoicing support, renewals calendar, and contract or purchase order coordination where applicable) with sourcing and vendor partners
• Maintain strong financial hygiene across recurring processes (including accrual coordination and cost center hygiene where applicable)
• Evaluate business-case opportunities, including priority initiatives and responsible use of artificial intelligence, to articulate financial and non-financial value
• Deliver ad hoc analysis for key functional areas and identify efficiency opportunities
• Track headcount, hiring plans, and position management; partner with human resources and business managers on workforce planning and adjustments
• Produce capacity and resource views aligned to product and platform priorities; support role/backfill coordination to maintain plan integrity
• Improve reporting and business management workflows through automation, tooling adoption, and standardized templates to reduce manual effort and strengthen data quality

Required qualifications, capabilities and skills

• Bachelor's degree
• Five years of experience in financial services in a finance, business management, or financial planning and analysis role
• Experience with budgeting, forecasting, and management reporting for a complex organization
• Advanced proficiency in Microsoft Excel and Microsoft PowerPoint
• Ability to translate analysis into executive-ready narratives and clear data visualizations
• Strong analytical, problem-solving, and judgment skills; able to work independently with appropriate escalation
• Strong stakeholder management skills and comfort partnering with senior leaders
• Ability to manage multiple deliverables with competing deadlines in a fast-paced environment
• Strong organizational skills and attention to detail across recurring processes (e.g., accruals, cost center hygiene)
• Experience coordinating with cross-functional partners to drive alignment on priorities and timelines

Preferred qualifications, capabilities and skills

• Experience supporting technology and/or product organizations (especially data, analytics, platforms, or engineering environments)
• Familiarity with vendor management and technology financial concepts (e.g., run vs. change, consumption-based vendor models)
• Understanding of data and analytics concepts (data platforms, data governance/management, analytics products, machine learning delivery)
• Experience with dashboarding and reporting tools (e.g., Tableau or similar) and presenting key performance indicators visually
• Experience building business cases that incorporate both financial and non-financial measures of value
• Demonstrated ability to drive process improvement and automation in reporting workflows