Senior Associate, Corporate Finance

JPMorgan Chase & Co.; Plano (TX); In loco; USD 90.000 - 135.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in Plano, TX seeks a Senior Associate in Enablement Technology Planning and Analysis to turn expense data into clear insights for leadership decisions.

You will partner with finance and technology to enhance transparency, accuracy, and storytelling around technology spending. You will support strategic programs, budgeting, forecasting, and recurring deliverables, collaborating with cross-organization teams to maintain data integrity and improve processes.

Competenze

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial planning and analysis, corporate finance, or management reporting.
• Experience budgeting, forecasting, and month-end close support in a matrixed organization.
• Experience performing variance analysis and translating drivers into clear, concise financial commentary.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, large data sets).
• Proficiency in Microsoft PowerPoint with experience creating executive-ready materials.

Mansioni

• Prepare accurate and timely financial reporting and analysis, including explanations of results and variances tied to business drivers.
• Coordinate month-end activities to support actuals, outlooks, and annual plans.
• Partner with technology finance and business management teams to provide insights on risks, opportunities, trends, and efficiency initiatives.
• Develop executive-ready presentations and supporting analysis for senior stakeholders, including ad hoc requests.
• Support enterprise deliverables and leadership materials (e.g., Investor Day, quarterly business reviews).
• Perform variance analysis and present concise commentary on changes versus prior outlooks and plans.
• Serve as a point of contact for technology outlook, forecasting, and annual planning process coordination.
• Manage monthly corporate deliverables by collaborating with planning and analysis teams and allocations partners.
• Consolidate and review taxonomy reporting to ensure consistency across sources and alignment to messaging.

Conoscenze

Stakeholder management

Excel proficiency

PowerPoint proficiency

Data visualization

Problem solving

Attention to detail

Formazione

Bachelor's degree in Finance, Accounting, Economics, or related field

Strumenti

Microsoft Excel

Microsoft PowerPoint

Financial systems

Descrizione del lavoro

Help shape how we plan, forecast, and explain technology investment across the firm. In this role, you will turn complex expense data into clear insights that inform leadership decisions. You will partner closely with finance and technology stakeholders to strengthen transparency, accuracy, and business storytelling. Join us to help improve reporting processes while contributing to high-impact strategic deliverables.

As aSenior Associate, Corporate FinanceinEnablement Technology Planning and Analysis, you will support our strategic programs and recurring deliverables that enable timely, accurate technology expense reporting. You will analyze expenses, prepare value-added management reporting, and contribute to budgeting and forecasting activities. With guidance from senior team members, you will collaborate with planning and analysis partners and expense leads across technology to maintain data integrity and improve processes. You will help us communicate insights clearly and support decisions that keep us aligned to expense goals.

Job responsibilities

• Prepareaccurate and timely financial reporting and analysis, including clear explanations of results and variances tied to business drivers
• Coordinatemonth-end activities to support delivery of actuals, full-year outlooks, and annual planning outputs
• Partnerwith technology finance and business management teams to provide insights on risks, opportunities, run-rate trends, and efficiency initiatives
• Developexecutive-ready presentations and supporting analysis for senior stakeholders, including ad hoc requests
• Supportkey enterprise deliverables and leadership materials (e.g., Investor Day, quarterly business reviews, senior leader presentations)
• Performvariance analysis and present concise commentary explaining changes versus prior outlooks and plans
• Serveas a point of contact for technology outlook, forecasting, and annual planning process coordination
• Managemonthly corporate deliverables by collaborating with firmwide planning and analysis, corporate planning and analysis, and allocations partners
• Consolidateand review taxonomy reporting and related project details to ensure consistency across sources and alignment to business messaging
• Monitorallocation processes and retained positions, and recommend improvements that enhance transparency and explainability
• Leadprocess enhancements and controls, including automation or modeling where appropriate, to improve timeliness and accuracy

Required qualifications, capabilities, and skills

• Bachelor's degreein Finance, Accounting, Economics, or a related field
• 3+ years of experiencein financial planning and analysis, corporate finance, or management reporting
• Experiencewith budgeting, forecasting, and month-end close support in a matrixed organization
• Experienceperforming variance analysis and translating drivers into clear, concise financial commentary
• Advanced proficiencyin Microsoft Excel (e.g., pivot tables, complex formulas, large data sets)
• Proficiencyin Microsoft PowerPoint with experience creating executive-ready materials
• Demonstrated abilityto manage multiple deadlines while maintaining strong attention to detail and data accuracy
• Demonstrated stakeholder management skills, including partnering across teams and seniority levels
• Strong problem-solving skills, including the ability to identify root causes and propose practical solutions
• Experienceworking with financial systems and standardized reporting/taxonomy structures

Preferred qualifications, capabilities and skills

• Experience supportingtechnologyexpense planning (e.g., depreciation, software, vendor spend)
• Experience buildingpro formasor trend-based models to support outlook and planning assumptions
• Experience improving reporting throughautomationor repeatable models
• Familiarity withallocation methodologiesand cross-charging concepts
• Experience collaborating withstrategy, portfolio governance,orvendor managementpartners
• Experience creating or usingdata visualizationsto communicate financial insights effectively
• Experience supportingsenior leadershiprequests in a fast-paced, delivery-focused environment

Additional Information

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).