Senior Associate Financial Analysis

JPMorgan Chase & Co.; New York (NY); On-site; USD 100,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Senior Associate in Finance, Financial Analysis, to partner across the firm and deliver financial and strategic analysis for budgeting and forecasting. You will reconcile data, prepare management reports, and develop recommendations to improve procedures and controls.

You will contribute to special projects, automation, and continuous improvement initiatives to strengthen decision-making and efficiency across product areas.

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; ability to analyze large data sets and summarize conclusions.
• Strong verbal and written communication; ability to tailor reporting for senior management.

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

Excel

PowerPoint

Data mining

Data analysis

Communication

Reporting

Problem solving

Time management

Collaboration

Education

Bachelor's degree in accounting, finance, or a technical subject

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 aSenior Associatein 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 feasible
• Support 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).