Global Tech Finance & Planning Analyst

JPMorgan Chase & Co.; Plano (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX, seeks an Analyst in Corporate Finance to support the Global Technology planning and analysis team’s strategic programs and recurring deliverables.

You will assist with analyzing technology expenses, preparing value-added reporting, and contributing to budgeting and forecasting activities, learning from senior team members as you collaborate across planning and analysis partners and expense leads.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field.
• At least 1 year of relevant experience (internship experience in financial planning, reporting, or analytics is beneficial).
• Proficiency in Microsoft Excel and Microsoft PowerPoint.
• Familiarity with collaboration and file-sharing tools such as Microsoft Teams and SharePoint.
• Strong analytical skills, including comfort gathering, cleaning, and manipulating data sets.
• Attention to detail and commitment to producing accurate, high-quality work.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with ability to present findings clearly and concisely.
• Sound judgment and ability to work independently on assigned tasks with appropriate guidance.
• Strong organizational and time management skills; motivated self-starter mindset.
• Collaborative approach and ability to build effective working relationships across teams.

Responsibilities

• Support accurate and timely financial reporting and analysis for technology expenses.
• Assist with month-end close activities, including forecast updates and budget preparation.
• Collaborate with finance and business management partners across technology to develop insights on run rate, risks, opportunities, and efficiency initiatives.
• Prepare executive-ready presentations, analysis, and supporting materials for senior management and other internal stakeholders.
• Perform variance analysis to identify key drivers of financial results and draft commentary versus prior forecasts and budgets.
• Contribute to monthly corporate deliverables by coordinating inputs, explanations, and walk-forwards of expense trends and movements.
• Consolidate and review taxonomy reporting and project-level details to ensure consistency across multiple sources.
• Reconcile accounting and financial data to support high-quality reporting and decision-making.
• Enhance controls and support efforts to streamline processes through automation and modeling where appropriate.
• Maintain data integrity through ongoing reviews, checks, and documentation of key assumptions.
• Participate in continuous improvement initiatives and support transformation-related workstreams as needed.

Skills

Analytical skills

Attention to detail

Multitasking

Written communication

Verbal communication

Time management

Collaboration

Independent work

Education

Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or related

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Teams

SharePoint

Job description

JPMorgan Chase & Co. in Plano, TX, seeks an Analyst in Corporate Finance to support the Global Technology planning and analysis team’s strategic programs and recurring deliverables.

You will assist with analyzing technology expenses, preparing value-added reporting, and contributing to budgeting and forecasting activities, learning from senior team members as you collaborate across planning and analysis partners and expense leads.