Finance & Business Management - Associate

JPMorganChase; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Tuition reimbursement

Mental health support

On-site wellness centers

Job summary

JPMorgan Chase & Co. in Plano seeks a Finance & Business Management – Associate to support the COS organization.

You will tell the story behind financial data, collaborate with senior leaders, and help deliver end-to-end initiatives across CIB Finance, Business Management and Data & Analytics. This role emphasizes analytics, executive-ready presentations, budgeting, headcount forecasting, and cross‑functional coordination.

Qualifications

• Bachelor's degree with 3–4 years of financial data analysis and storytelling experience.

Responsibilities

• Prepare executive presentations by packaging projections and performance trends with financial data.
• Design and communicate business results through reporting packages for stakeholders.
• Create executive-level PowerPoint presentations from data insights and KPI trends.
• Budget and forecast headcount and direct expenses with COS and FBM teams.
• Collaborate with cross-functional teams to enable end-to-end COS initiatives.

Skills

Business analytics

Storytelling with data

Executive presentation

PowerPoint

Excel

Data visualization

Education

Bachelor's degree

Tools

SQL querying

BI tools

Job description

Job Description

As a Finance & Business Management – Associate within Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS) organization, leveraging your penchant for story‑telling with financial data and strategic, analytical and energetic approach. This is a high‑impact opportunity on our F&BM team ensuring senior management across the Commercial & Investment Bank have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will provide support to senior Business and Operations leaders and key partners across CIB Finance, Business Management and Data & Analytics teams to enable effective end‑to‑end execution.

Job Responsibilities

• Experience with Business Management/Data Analytics
• Partner with COS and CIB F&BM to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
• Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
• Ability to take analysis and create executive level presentation using PowerPoint PitchPro+
• Coordinate deliverables with business managers, finance, project managers and other F&BM teams
• Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing COS strategy
• Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
• Participate in the activity based costing process used to allocate expenses across LOB's and downstream client profitability system
• Strong professional presence with the ability to communicate directly with all levels
• Must be able to interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources

Preferred Qualifications and Skills

• Bachelors degree with minimum 3‑4 years of experience in financial data analysis and story‑telling
• Ability to work collaboratively; develop strong partnership with multiple levels of employees
• Strong presentation skills and ability to tell the story on initiatives with the ability to produce successful results in a fast paced environment
• Ability to develop strong, positive relationships with business stakeholders to interpret and present complex data with strong attention to detail and solid work ethic
• Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
• Excellent problem solving and critical thinking skills with a mature, independent, highly organized, self‑motivated and a team player
• Strong PowerPoint, Excel, and Word skills required and knowledge of or experience with BI tools, databases and SQL Querying is a plus

Benefits

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.

Equal Opportunity Employment

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 for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.