Financial Analysis - Offers and Shopping Finance - Senior Associate

JPMorgan Chase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Financial Analysis Senior Associate to develop and deliver robust financial analysis and business support for the Offers & Shopping business, within the Consumer & Community Banking line. You will forecast, budget, and model long-term financial scenarios to guide strategy and day-to-day decisions.

You will collaborate with partners across Consumer & Community Banking to deliver clear reporting, actionable insights, and well-controlled processes, strengthening

Qualifications

• Bachelor's degree in Accounting, Finance, or a technical discipline.
• 4+ years of experience in financial services in finance, business management, planning and analysis, accounting, controllership, or related fields.
• Advanced proficiency in Excel and PowerPoint.
• Proven ability to gather, mine, and manipulate data sets to support analysis and reporting.
• Strong verbal and written communication skills, including presenting insights clearly to stakeholders.
• Demonstrated ability to create ad hoc reporting and analysis for senior management.
• Ability to prioritize effectively and deliver high-quality work under tight deadlines.
• Strong analytical and problem-solving skills with sound attention to detail.
• Collaborative approach and ability to operate as a trusted partner across business and finance teams.
• Personally motivated, with strong ownership, follow-through, and a continuous improvement mindset.

Responsibilities

• Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives
• Prepare and present executive-level materials supporting month-end close and performance routines
• Monitor key performance indicators and deliver regular insights to help guide data-informed decisions
• Execute financial modeling and scenario analysis to evaluate new opportunities and trade-offs
• Partner with cross-functional teams to assess business initiatives using market and performance inputs
• Guide continuous improvement efforts across reporting, analysis, and operating routines
• Maintain strong financial controls and support compliance by partnering with risk, audit, and other control functions
• Build and sustain strong relationships with internal stakeholders across business, finance, and planning teams

Skills

Excel

PowerPoint

Data analysis

Financial modeling

Communication

Forecasting

Attention to detail

Education

Bachelor's degree in Accounting/Finance

Job description

Join the Offers & Shopping Finance team at Chase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business. Offers & Shopping roles up within the Consumer & Community Banking line of business.

As a Financial Analysis Senior Associate in Offers & Shopping Finance, you support business leaders with forecasting, budgeting, and long-term financial modeling that helps guide strategy and day-to-day decisions. You work closely with partners across Consumer & Community Banking to deliver clear reporting, actionable insights, and well-controlled processes. You help us strengthen how we measure performance, explain results, and prioritize opportunities. You also contribute to improving routines and tools so we can operate more efficiently and consistently.

Job responsibilities

• Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives
• Prepare and present executive-level materials supporting month-end close and performance routines
• Monitor key performance indicators and deliver regular insights to help guide data-informed decisions
• Execute financial modeling and scenario analysis to evaluate new opportunities and trade-offs
• Partner with cross-functional teams to assess business initiatives using market and performance inputs
• Guide continuous improvement efforts across reporting, analysis, and operating routines
• Maintain strong financial controls and support compliance by partnering with risk, audit, and other control functions
• Build and sustain strong relationships with internal stakeholders across business, finance, and planning teams

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance, or a technical discipline
• 4+ years of experience in financial services in finance, business management, planning and analysis, accounting, controllership, or related fields
• Advanced proficiency in Excel and PowerPoint
• Proven ability to gather, mine, and manipulate data sets to support analysis and reporting
• Strong verbal and written communication skills, including presenting insights clearly to stakeholders
• Demonstrated ability to create ad hoc reporting and analysis for senior management
• Ability to prioritize effectively and deliver high-quality work under tight deadlines
• Strong analytical and problem-solving skills with sound attention to detail
• Collaborative approach and ability to operate as a trusted partner across business and finance teams
• Personally motivated, with strong ownership, follow-through, and a continuous improvement mindset

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 (including but not limited to H1B, H4-EAD, OPT, TN, or L visas). 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). This role is not eligible for relocation assistance.