Global Banking Planning & Analysis, Senior Associate

JPMorganChase; Plano (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Comprehensive benefits

Performance incentives

Job summary

JPMorganChase is seeking a Senior Associate in Global Banking P&A to elevate profitability data integrity and deliver actionable insights. You will lead month-end close, present KPIs, and collaborate across global teams to drive continuous improvement.

The role requires 7+ years in financial analysis, advanced Excel/PowerPoint skills, and proficiency in Python/SQL/Databricks/Alteryx. Strong communication and a track record of process improvements are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field required.
• 7+ years in financial analysis, reporting, or business finance.
• Advanced month-end close knowledge and profitability analysis.
• Excellent attention to detail and data integrity.
• Strong Excel, PowerPoint and financial systems experience.
• Proficiency in Python, SQL, Databricks, and Alteryx.
• Excellent written and verbal communication; ability to influence across levels.
• Proven track record of process improvements and fast-paced execution.

Responsibilities

• Lead and coordinate the month-end close for client profitability.
• Ensure accuracy, timeliness, and compliance in reconciliations and reporting.
• Prepare, review, and present monthly financial results and variances.
• Present KPIs and profitability trends to senior management.
• Develop analytics to support business decisions.
• Identify opportunities for process improvements.
• Maintain high standards of data integrity and accuracy.
• Demonstrate robust risk management and policy adherence.
• Foster accountability and collaboration across teams globally.
• Act as a key contact for business partners and leadership.

Skills

Advanced Excel

PowerPoint

Financial systems

Python

SQL

Databricks

Alteryx

Attention to detail

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA (preferred)

Tools

Python

SQL

Databricks

Alteryx

Job description

Job Description

As a Senior Associate in Global Banking P&A, you will be instrumental in elevating client profitability data accuracy/ integrity. You will deliver actionable insights, oversee month-end close, and drive collaboration across global teams—upholding rigorous standards of accuracy and data integrity while fostering accountability and continuous improvement.

As a Senior Associate in Global Banking P&A, you will be instrumental in elevating client profitability data accuracy/ integrity. You will deliver actionable insights, oversee month-end close, and drive collaboration across global teams—upholding rigorous standards of accuracy and data integrity while fostering accountability and continuous improvement.

Job Responsibilities

• Lead and coordinate the month-end close process for client profitability
• Ensure accuracy, timeliness, and compliance in financial reconciliations and reporting
• Prepare, review, and present monthly financial results and variance analysis
• Present key performance indicators and profitability trends to senior management
• Develop and deliver analytics to support business decisions
• Identify and implement opportunities for process improvement
• Maintain high standards of data integrity and accuracy
• Demonstrate robust risk management and adherence to policies
• Foster a culture of accountability across the team
• Serve as a key point of contact for business partners and senior leadership
• Champion collaboration and teamwork across global teams

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 7+ years of experience in financial analysis, reporting, or business finance
• Advanced understanding of month-end close processes, financial controls, and profitability analysis
• Exceptional attention to detail and commitment to accuracy
• Advanced analytical skills with proficiency in Excel, PowerPoint, and financial systems
• Technical skills in Python, SQL, Databricks, and Alteryx
• Excellent communication and interpersonal skills
• Ability to influence and collaborate across all levels of the organization
• Proven record of process improvements
• Experience delivering results in a fast-paced environment

Preferred Qualifications, Capabilities, And Skills

• MBA or CPA
• Experience in a large financial institution
• Proven track record of process improvements and delivering results in a fast-paced environment

ABOUT US

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

About The Team

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.