Headcount and Expense, Senior Associate, GCB P&A

Testing Site - JPMC; Plano (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX, seeks a Senior Associate in Planning and Analysis to deliver value-added financial reporting and forecasting across FP&A activities.

You will lead cross-functional FP&A efforts, coordinate regional headcount and expenses, and produce executive level presentations with dashboards and insights.

Requires a Bachelor’s in Accounting/Finance and 5+ years’ experience, strong Excel/PowerPoint, and ability to work under tight deadlines while maintaining data integrity.

Qualifications

• Bachelor’s degree in Accounting, Finance or a closely related field.
• 5+ years of relevant experience with advanced Excel and PowerPoint.
• Strong verbal and written communication; capable of clear executive-level storytelling.
• Ability to deliver data-driven insights and present them to senior management.

Responsibilities

• Address routine/ad-hoc FP&A requests with timely, accurate responses.
• Enhance reporting and dashboards for GCB senior management; drive automation where possible.
• Coordinate regional headcount and expense reporting; provide actionable insights.
• Facilitate monthly report sharing and reconciliation with Marketing and HR to ensure data accuracy.
• Strengthen internal controls with regular monthly checks and documentation.
• Support budget rounds with trend analysis and variance, producing comprehensive submissions.
• Explain allocations to GCB within the booking model and articulate cost drivers.

Skills

Advanced Excel

PowerPoint

Financial analysis

Communication

Executive storytelling

Education

Bachelor’s degree in Accounting or Finance

Tools

Alteryx

Tableau

Job description

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

As a Senior Associate on the Planning and Analysis team, you will be responsible for one of our key financial measures such as expenses, headcount, and profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.

Job Responsibilities

• Address the increasing volume of routine and ad-hoc requests from GB/CIB Central—such as monthly HC/Expense walks, Investment/Productivity templates, HLP reconciliations, IC accruals, and Investment/Efficiency tracking—by providing dedicated analytical support and ensuring timely, accurate responses.
• Enhance the team’s ability to deliver detailed analysis and reporting for GCB senior management, including preparing presentation materials and improving tracking—such as investments and efficiencies—through automations as well as dashboard utilization.
• Work closely with regional P&A leads to coordinate headcount and expense reporting, providing insights that support informed business decisions across regions.
• Facilitate timely sharing and proactive reconciliation of monthly reports with other departments, such as Marketing and HR, to ensure data accuracy and cross-functional alignment.
• Strengthen internal controls by conducting regular monthly checks, documentation, and ensuring accuracy in financials.
• Support budget rounds for headcount and expenses by conducting trend analysis, collecting, and validating data, performing variance analysis, and preparing comprehensive system budget submissions
• Bring transparency on Allocations flowing to GCB in the booking model and help management decipher the cost of doing business

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 5+ years of work relevant experience, advanced skills in Excel and PowerPoint
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concise

Preferred qualifications, capabilities, and skills

• Alteryx and Tableau skills a plus
• Experience preferably in Financial Services, and/or accounting/controller background

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).