Financial System Operations - Senior Associate

Testing Site - JPMC; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, seeks a Financial System Operations Senior Associate to deliver data and reporting for P&A, CFO, Board, and Regulator insights into firm-wide performance and projections.

You will leverage expertise in financial systems and data analytics to streamline processes, improve data integrity, and support financial calculations and reporting through collaboration with technology teams. Strong leadership and communication skills are essential.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a technical subject.
• 2+ years of experience in technology, product ownership, and/or finance.
• Proven leadership skills, with experience driving cross-functional and global teams.
• Proficiency in data gathering, modeling, manipulation, analytics, and problem-solving.
• Familiarity with financial concepts and calculations for accurate results.
• Strong verbal and written communication skills.
• Highly motivated self-starter with excellent time management and prioritization.

Responsibilities

• Leverage technologies and data analytics to streamline financial data collection and aggregation.
• Build and execute financial calculations, including consolidated P&L, balance sheet, and capital forecasts.
• Support controls surrounding data and systems informing financial performance and projections.
• Collaborate with technology teams to modernize infrastructure and deliver self-service tools.
• Analyze and challenge current processes to identify opportunities for automation in forecast consolidation.

Skills

Leadership

Data analytics

Financial concepts

Communication

Time management

Problem-solving

Education

Bachelor’s degree in Accounting, Finance, or a technical subject

Tools

Python

SQL

R

Tableau

Alteryx

Confluence/JIRA

Job description

Join our dynamic Firmwide Forecast & Analysis team at JP Morgan as a Financial System Operations Senior Associate. This role is pivotal in delivering data and reporting for P&A, CFO, Board, and Regulator insights into firm-wide financial performance and projections. You will leverage your expertise in financial systems and data analytics to streamline processes, enhance data integrity, and support financial calculations and reporting.

Job Responsibilities

• Leverage various technologies and data analytics skills to streamline financial data collection and aggregation processes.
• Build and execute financial calculations, including consolidated P&L, balance sheet, and capital forecasts for the Firm and its major Legal Entities.
• Support controls surrounding the data and systems used to inform the Firm’s financial performance and projections (budget, outlook, etc.).
• Collaborate with technology teams to modernize supporting infrastructure and deliver flexible self-service tools to end-users.
• Analyze, evaluate, and challenge current and future state business processes and application architecture to identify opportunities for improvement and automation in forecast consolidation processes.

Required qualifications, skills, and capabilities

• Bachelor’s degree in Accounting, Finance, or a technical subject.
• 2+ years of experience in technology, product ownership, and/or finance.
• Proven leadership skills, with experience driving cross-functional and global teams to deliver on large financial data initiatives.
• Proficiency in data gathering, modeling, manipulation, analytics, and problem-solving, with the ability to present conclusions concisely.
• Familiarity with financial concepts and calculations used to deliver accurate financial results and business insights.
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Highly motivated self-starter with excellent time management and prioritization skills.

Preferred qualifications, capabilities, and/or skills

• Data analytics and modeling using Python, SQL, and/or R.
• Experience with BI tools such as Tableau, Thought Spot, and Alteryx.
• Familiarity with Agile principles and tools such as Confluence/JIRA.
• Experience with forecast aggregation tools such as Anaplan and Essbase.

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).