Financial Analysis Associate

Next Frontier Capital; Plano (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Associate to partner across teams for budgeting, forecasting, and management reporting. You will analyze financial and technical data, produce reporting, and provide commentary explaining performance drivers.

The role emphasizes building dashboards, improving controls, and supporting senior leaders with business cases and ad hoc analysis, while helping automate processes to reduce cycle times.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related discipline.
• 3+ years of experience in Financial Services or accounting/controller roles.
• Advanced Excel and PowerPoint skills.
• Proficiency in data mining, gathering, and manipulating large datasets.
• Strong analytical and problem-solving abilities; able to synthesize conclusions.
• Excellent verbal and written communication.
• Ability to produce ad hoc reporting for senior management.
• Experience delivering projects with limited lead time.
• Self-motivated, detail-oriented, and able to work under pressure.

Responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Skills

Advanced Excel

PowerPoint

Data mining

Analytical thinking

Communication skills

Time management

Teamwork

Problem solving

Self-motivation

Education

Bachelor’s degree in Accounting or Finance

Job description

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

As a Financial Analysis Associate in Finance, you will partner across teams to deliver financial and strategic analysis, budgeting, forecasting, and management reporting. You will analyze and reconcile financial and technical data, produce reporting, and provide commentary that explains performance drivers. You will help enhance controls and improve processes, including automation opportunities that reduce cycle times. You will support senior leaders with business cases, key metrics, and ad hoc analysis.

Job responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Efficiency reporting, analytics and strategy, including, but not limited to, location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills

• Bachelor’s degree in Accounting, Finance, or a related technical discipline
• 3+ years of experience in Financial Services and/or an accounting/controller role
• Advanced Excel and PowerPoint skills
• Proficiency in data mining, gathering, and manipulating large datasets
• Strong analytical and problem-solving skills; able to synthesize conclusions concisely
• Inquisitive, enthusiastic, diligent, and comfortable constructively challenging peers
• Strong verbal and written communication; able to clearly explain complex issues
• Ability to produce ad hoc reporting for senior management
• Proven track record executing special projects/assignments with limited lead time or information
• Highly motivated self-starter with excellent time management and prioritization
• Team-oriented partner trusted by Business, Finance, and FP&A teams; performs well under pressure and tight deadlines

Additional Information

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).

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 for more information about requesting an accommodation.

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

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. Deliver strategic financial insight through forecasting, budgeting, timely reporting, and innovative reporting development