Finance & Business Management Senior Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Finance & Business Management Associate to support strategic initiatives, executive communications, and cross-functional project delivery.

You will partner with senior leaders to develop presentations, analyze business performance, manage risk, and drive efficiency across the organization. You will collaborate with stakeholders to develop materials, coordinate activities, and help drive process improvements while supporting business priorities and

Qualifications

• Bachelor's degree in Business, Finance, Economics or related field.
• Experience in Business Management, COO-related role, or similar.
• Experience developing presentations and executive communications.
• Advanced Excel and PowerPoint skills, including Pivot Tables.
• Ability to influence stakeholders across multiple teams.

Responsibilities

• Provide high-level responsiveness to executive requests on projects and analysis.
• Organize information into strategic presentations, reports, and dashboards using Excel and PowerPoint.
• Create wireframes and mock-ups for management presentations and dashboards.
• Engage with partners to understand objectives and support next steps.
• Project manage and deliver key workstreams and priorities.
• Identify risks and help implement mitigating controls.
• Coordinate team activities and prepare materials for town halls and leadership meetings.
• Maintain internal resources and SharePoint documentation.
• Participate in cross-functional initiatives to improve processes.

Skills

Strong communication skills

Project management

Stakeholder management

Presentations

MS Excel & PowerPoint

Analytical mindset

Education

Bachelor’s degree in Business, Finance, Economics

Tools

Excel

PowerPoint

Pivot Tables

Job description

Join a team that helps drive business performance through strategic initiatives, executive support, and business management activities. You will work closely with senior leaders and cross-functional partners to deliver key projects, provide business insights, and support business priorities. This is an opportunity to contribute to high-impact initiatives while developing relationships across a broad range of teams and stakeholders.

As a Finance & Business Management Associate in the Business Management team, you will support strategic initiatives, business analysis, executive communications, and project delivery across the organization. You will partner with stakeholders to develop presentations, support business decision‑making, coordinate key activities, and help drive process improvements. You will also support business risk management and contribute to initiatives that improve efficiency and effectiveness across the organization.

Job Responsibilities

• Provide a high level of responsiveness to executive ad hoc requests related to project management, presentation development, and business analysis
• Organize complex information into strategic and compelling presentations, reports, and dashboards using advanced Excel and PowerPoint techniques
• Create wireframes and mock‑ups for management presentations, reports, and dashboards
• Communicate with business partners to understand project objectives, drive next steps, and support execution
• Project manage and deliver key workstreams, initiatives, and business priorities
• Identify business risks and support the implementation of mitigating controls
• Coordinate team activities and prepare materials for town halls, leadership meetings, and strategy sessions
• Maintain internal resources, documentation, and collaboration sites, including SharePoint
• Participate in cross‑functional initiatives and identify opportunities to simplify, improve, and enhance existing business processes

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Business, Finance, Economics, or a related field
• Experience in Business Management, Chief Operating Office, or a related role
• Experience developing presentations, reporting, and executive communications for a variety of stakeholders
• Experience using Microsoft Excel, PowerPoint, and Pivot Tables
• Ability to manage and influence stakeholders across multiple teams and functions
• Excellent communication, organizational, and project management skills
• Experience presenting complex information in a clear and compelling manner
• Ability to articulate rationale for design, reporting, and presentation decisions
• Strong time management and prioritization skills
• Ability to work independently and manage multiple deliverables simultaneously
• Excellent written and verbal communication skills

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).