Financial Analysis Senior Associate

Next Frontier Capital; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase & Co. seeks a Senior Associate to join the Finance & Business Management team supporting the CTO Office. The role focuses on budgeting, forecasting, governance, and end-to-end financial management with senior leadership visibility.

You will collaborate with finance, risk, and technology leaders to drive transformation, manage headcount and cost data, and prepare concise updates for executive audiences.

Qualifications

• Bachelor’s degree required.
• 3+ years of relevant experience.
• Experience supporting budgeting/forecasting, management reporting, or business management processes.
• Strong Excel and PowerPoint skills; ability to build clear, accurate materials for leadership.

Responsibilities

• Support the CTO Office leadership team in setting objectives, tracking progress, and maintaining operational metrics and reporting.
• Partner with finance, risk, and technology stakeholders to help ensure alignment, prepare materials, and drive clear communication and follow-ups.
• Support expense management, including review of consultants, vendors, and infrastructure spend, and prepare approvals in line with policy.
• Partner with financial management on the annual budget process; assist with unit costing and cost-to-serve analysis, with a focus on product & platforms.
• Contribute to Transformation workstreams, including supporting financial and portfolio management tools (e.g., requirements gathering, testing support, adoption tracking).
• Maintain headcount reporting and forecasting, including monitoring open roles, attrition, and location mix; reconcile data across sources and flag variances.
• Support investment governance activities, including assembling business case materials, tracking approval status, and maintaining documentation and logs.
• Prepare senior-level updates (dashboards, summaries, packs) that are concise, accurate, and action-oriented.
• Build partnerships across levels to support day-to-day business management needs and deliverables.
• Support ongoing financial management routines (monthly close/reporting, forecasting, expense tracking), ensuring data quality and timely delivery.

Skills

Excel

PowerPoint

Written and verbal communication

Ownership mindset

Prioritization in fast-paced env

Education

Bachelor’s degree

Tools

Costing analysis tools

Job description

A unique opportunity exists to join a dynamic Finance & Business Management (F&BM) team in a Senior Associate role supporting key functions within the Chief Technology Office. The CTO Office is responsible for integrating new and emerging technologies across JPMorganChase to drive innovation and competitive advantage. The team partners with business and technology leaders to shape strategy, translate research into practical applications, and oversee the design and delivery of critical enterprise products and platforms aligned with the firm’s evolving needs.

As a Financial Analysis Senior Associate within CTO, you will be a self-starter who can manage varying levels of complexity, adapt to shifting priorities, and operate effectively within a global team. Success in this role depends on building strong relationships, driving execution, and ensuring senior management has clear visibility into key initiatives, financials, and business metrics. You will work closely with senior Technology leaders, the CFO organization, and key F&BM partners to enable effective end-to-end execution. You will also demonstrate strong problem-solving skills, an ability to partner effectively across stakeholders, and a track record of delivering in fast-paced environments.

Job responsibilities

• Support the CTO Office leadership team in setting objectives, tracking progress, and maintaining operational metrics and reporting.
• Partner with finance, risk, and technology stakeholders to help ensure alignment, prepare materials, and drive clear communication and follow-ups.
• Support expense management, including review of consultants, vendors, and infrastructure spend, and prepare approvals in line with policy.
• Partner with financial management on the annual budget process; assist with unit costing and cost-to-serve analysis, with a focus on product & platforms.
• Contribute to Transformation workstreams, including supporting financial and portfolio management tools (e.g., requirements gathering, testing support, adoption tracking).
• Maintain headcount reporting and forecasting, including monitoring open roles, attrition, and location mix; reconcile data across sources and flag variances.
• Support investment governance activities, including assembling business case materials, tracking approval status, and maintaining documentation and logs.
• Prepare senior-level updates (dashboards, summaries, packs) that are concise, accurate, and action-oriented.
• Build partnerships across levels to support day-to-day business management needs and deliverables.
• Support ongoing financial management routines (monthly close/reporting, forecasting, expense tracking), ensuring data quality and timely delivery.
  

Required qualifications, capabilities and skills

• Bachelor’s degree required
• 3+ years of relevant experience
• Experience supporting budgeting/forecasting, management reporting, expense management, or business management processes.
• Strong Excel and PowerPoint skills; ability to build clear, accurate materials for leadership.
• Strong written and verbal communication skills; ability to translate analysis into an understandable business narrative.
• Comfort working with data (e.g., reconciling sources, summarizing trends, presenting key insights clearly).
• Demonstrated ownership mindset: proactive, organized, and able to drive tasks to completion with limited direction.
• Ability to manage multiple priorities and deliver in a fast-paced environment.

• Ability to design business reporting and analysis that is clear, concise, and actionable.

Preferred qualifications, capabilities and skills

• Financial Services Experience

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.

• 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

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

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

manage budgets, reporting, metrics, headcount & governance to support tech leadership.