Senior Associate Financial Analysis

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Senior Associate in Finance to partner across teams, providing financial and strategic analysis to support budgeting, forecasting, and reporting. You will reconcile data, develop recommendations, and contribute to improvement initiatives that strengthen decision-making and controls.

The role focuses on building insights, preparing management reports, and streamlining processes through automation in a fast-paced financial services environment.

Qualifications

• Bachelor’s degree in accounting, finance, or a technical subject.
• Four or more years of relevant work experience.
• Advanced skills in Microsoft Excel and Microsoft PowerPoint.
• Proficiency in data mining, data gathering, and data set manipulation.
• Strong analytical and problem-solving skills with the ability to summarize large data sets clearly.
• Strong verbal and written communication skills for senior management.
• Ability to create tailored reporting for senior management needs.
• Proven ability to execute special projects with limited lead time or information.
• Ability to work under pressure and meet tight deadlines.
• Collaborative working style and ability to partner across teams.

Responsibilities

• Manage annual and ongoing financial planning activities for assigned product areas.
• Provide business rationale for month-end performance, forecasting updates, and planning decisions.
• Analyze product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reporting.
• Deliver efficiency reporting, analytics, and strategy insights (including location strategy and span of control analysis).
• Build financial business cases to support business initiatives and investments.
• Report on and monitor key metrics, driving data quality improvements across the product area.
• Develop and track performance metrics and create presentations for senior management.
• Perform variance analysis, explain key drivers, and communicate changes from prior forecasts and budgets.
• Design and enhance reports and dashboards that improve the delivery of financial results.
• Strengthen controls and streamline processes, introducing automation where feasible. Support special projects and cross-team initiatives as needed.

Skills

Data analysis

Financial modeling

Communication

Presentation

Project management

Report writing

Analytical thinking

Education

Bachelor's degree in accounting/finance

Tools

Excel

PowerPoint

Job description

Bring financial and strategic insight to decisions that shape how the firm plans, invests, and performs. You will partner across teams to strengthen budgeting and forecasting, improve management reporting, and elevate business metrics. You will help leaders understand results, drivers, and trade-offs through clear analysis and storytelling. You will also identify opportunities to streamline cycles and improve controls through automation and process improvement.

As a Senior Associate in Finance, Financial Analysis, you will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will analyze, prepare, and reconcile accounting and technical data and prepare recurring management reports. You will develop recommendations that improve business procedures and operations and help maintain financial and reporting systems. You will contribute to special projects and continuous improvement initiatives that strengthen decision-making, efficiency, and control.

Job responsibilities

• Manage annual and ongoing financial planning activities for assigned product areas
• Provide business rationale for month-end performance, forecasting updates, and planning decisions
• Analyze product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reporting
• Deliver efficiency reporting, analytics, and strategy insights (including location strategy and span of control analysis)
• Build financial business cases to support business initiatives and investments
• Report on and monitor key metrics, driving data quality improvements across the product area
• Develop and track performance metrics and create presentations for senior management
• Perform variance analysis, explain key drivers, and communicate changes from prior forecasts and budgets
• Design and enhance reports and dashboards that improve the delivery of financial results
• Strengthen controls and streamline processes, introducing automation where feasibleSupport special projects and cross-team initiatives as needed

Required qualifications, capabilities and skills

• Bachelor’s degree in accounting, finance, or a technical subject
• Four or more years of relevant work experience
• Advanced skills in Microsoft Excel and Microsoft PowerPoint
• Proficiency in data mining, data gathering, and data set manipulation
• Strong analytical and problem-solving skills, including the ability to analyze large data sets and summarize conclusions clearly
• Strong verbal and written communication skills, with the ability to explain complex issues clearly
• Ability to create tailored reporting for senior management needs
• Demonstrated ability to execute special projects and assignments with limited lead time or information
• Ability to work effectively under pressure and tight deadlines
• Collaborative working style and ability to be a trusted partner across business and finance teams
• Strong time management and prioritization skills

Preferred qualifications, capabilities and skills

• Experience in financial services

• Experience in accounting or controllership backgrounds

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).

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

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. Deliver budgeting, forecasting, and reporting insights while streamlining processes through automation