Finance & Strategy Insights 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

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.