Financial Analysis Senior Associate

Testing Site - JPMC; Plano (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Financial Manager/Senior Associate to strategically manage capital, drive growth, and maintain financial reporting. You will provide analysis and recommendations to inform decisions while supporting the Balance Sheet resilience.

The role requires 4+ years of experience, a Bachelor’s degree or equivalent, and proficiency in Excel and PowerPoint. Preference for experience with Essbase, SAP, and Tableau; in-office role with collaboration across Finance

Qualifications

• Interest in financial analysis and management.
• Experience with strategic planning, issue resolution and negotiation.
• Strong communication and analytical skills; Excel and PowerPoint proficiency.
• Bachelor’s Degree or equivalent; 4+ years of experience.

Responsibilities

• Analyze financials to understand business drivers and identify opportunities to improve.
• Prepare and deliver monthly, quarterly, and annual financial and management reports; create ad-hoc reports as needed.
• Interpret large data sets and prepare insightful presentations for reviews and senior management meetings.
• Understand AI/ML trends and applicability to finance; assist with ad-hoc requests.
• Provide clear communication and work products to business partners.
• Collaborate with Business Management, Chief Data Office, and Finance teams to support objectives.

Skills

Excel

PowerPoint

Strategic planning

Oral & written communication

Data analysis

Education

Bachelor’s Degree or equivalent

Tools

Essbase

SAP

Tableau

Job description

Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP. Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial Manager based in Plano, TX. This position will report directly to the head of planning & analysis for Asset and Wealth Management Technology & Data. Asset and Wealth Management Data & Analytics Finance is an integral part of a larger Finance and Business Management organization that supports the Chief Data Officer, Artificial Intelligence/Machine Learning initiatives and respective organization within the Asset and Wealth Management Line of Business at JPMorgan Chase & Co.

As a Financial Analysis Senior Associate within the Asset and Wealth Management Finance & Business Management team, you play a crucial role in strategically managing capital, promoting growth and efficiencies, maintaining financial reporting, and proactively managing risk. By providing information, analysis, and recommendations to enhance results and inform decisions, our teams ensure the company can navigate various market conditions while safeguarding our strong balance sheet. At JPMorgan Chase & Co., we value the unique skills of every employee and are building a Finance and Business Management organization that thrives on diversity. We encourage professional growth and career development and offer competitive benefits and compensation. If you're ready to channel your passion for Financial Management into meaningful work, apply today.

Job responsibilities

• Analyze financials to understand business drivers and identify opportunities to improve
• Analyze and/or produce various monthly, quarterly, semi-annual and annual financial and management reporting deliverables; creation and dissemination of ad-hoc reports as directed by senior management
• Interpret and analyzelarge data sets to prepare insightful presentations for business reviews and senior management meetings
• Working knowledge of AI/ML industry trends and experience preferred
• Assist in analytical ad-hoc requests and support various stakeholders
• Deliverclear and concise communication and work products to business partners
• Collaborate with functional partners including Business Management, Chief Data Office, and Finance teams to achieve business objectives

Required qualifications, capabilities, and skills

• An interest in financial analysis and management
• Working experience with strategic planning, issue resolution and negotiation
• Skills in strategic thinking, decision making, oral and written communication skills
• Advanced knowledge of Excel, PowerPoint
• Self-motivated individual to go beyond immediate responsibilities
• Bachelor’s Degreeor equivalent experience
• 4+ years working experience

Preferred qualifications, capabilities, and skills

• Experience with Essbase, SAP and Tableau preferred

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).
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.