Scorecard Analytics Associate

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking a Financial Analysis Associate to support recurring scorecard reporting and analytics across banker productivity, client performance, and portfolio trends.

The role involves data extraction and validation using Excel, SQL, Databricks, and Alteryx, partnering with Finance, Strategy, and Field teams to translate analysis into actionable insights for senior leadership.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Business, or related field.
• 2+ years of experience in financial analysis, analytics, BI, FP&A, or related function.
• Strong attention to detail with financial and performance data.
• Solid Excel skills for building and validating analyses.
• Working knowledge of SQL or ability to build queries and manipulate data.
• Strong analytical, critical-thinking, and problem-solving abilities.
• Clear written and verbal communication to translate analysis into business commentary.
• Strong organizational skills to manage multiple priorities in a fast-paced environment.
• Collaborative mindset to partner across Finance, Strategy, and Field teams.
• Self-starter with curiosity and willingness to take increasing responsibility.
• Exercises sound judgment and maintains confidentiality.

Responsibilities

• Support recurring production, validation, and maintenance of manager scorecards and field reporting.
• Analyze banker productivity, client performance, and portfolio trends to identify drivers.
• Test, validate, and implement modernized scorecard analytics with finance partners.
• Prepare summaries and commentary for Finance, Strategy, and Field stakeholders.
• Extract, transform, and analyze data using Excel and SQL/Databricks/Alteryx as needed.
• Perform data quality checks, reconciliations, and validations for reporting accuracy.
• Maintain standardized reporting templates, scorecard definitions, and process documentation.
• Support development and enhancement of dashboards and analytics for sales, banker, and client performance.
• Contribute to new analytics connecting productivity, client characteristics, and profitability insights.
• Identify opportunities to automate recurring processes and improve tooling.

Skills

Financial analysis

Analytics

Written communication

Verbal communication

Attention to detail

Collaboration

Self-starter

Confidentiality

Education

Bachelor’s degree in Finance/Accounting/Economics/Data Analytics/Business

Tools

SQL

Databricks

Alteryx

Tableau

Power BI

Excel

Job description

JPMorgan Chase & Co. in Columbus, OH, is seeking a Financial Analysis Associate to support recurring scorecard reporting and analytics across banker productivity, client performance, and portfolio trends.

The role involves data extraction and validation using Excel, SQL, Databricks, and Alteryx, partnering with Finance, Strategy, and Field teams to translate analysis into actionable insights for senior leadership.