Senior Associate, Global Liquidity Finance - Asset Mgmt

JPMorgan Chase; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in Plano seeks an Associate in the Product CFO team to deliver thorough financial analysis, planning, and reporting to support strategic decisions for Global Liquidity. You will partner with senior stakeholders and collaborate across product desks to drive financial performance.

You will contribute to budgeting cycles, develop KPIs, and help automate reporting processes for efficiency and accuracy. This role offers growth and exposure within Asset Management Finance.

Qualifications

• Bachelor's degree in Accounting, Finance, or a technical subject.
• Minimum of 3 years of relevant Financial Services experience.
• Proficiency with Excel, PowerPoint, Essbase, and experience with Alteryx.
• Excellent verbal and written communication skills.
• Ability to maintain composure in a fast-paced environment.
• Integrity in handling sensitive and confidential information.
• Ability to work independently and manage multiple projects.
• Enthusiastic and proactive approach to work.
• Team player with the ability to be a trusted partner.

Responsibilities

• Provide senior stakeholders with comprehensive monthly and quarterly financial reviews.
• Conduct in-depth variance analysis on financial results to identify trends.
• Partner with business during budget cycle to analyze industry and project full year flows budget.
• Collaborate with desk heads to develop key performance metrics.
• Develop streamlined processes for Business as usual reporting through automation.
• Participate in month end controls to ensure accurate and timely financial reporting.

Skills

Verbal communication

Written communication

Independent work

Multitasking

Team collaboration

Education

Bachelor's degree in Accounting/Finance or related

CPA/CFA/MBA (preferred)

Tools

Excel

PowerPoint

Essbase

Alteryx

Job description

JPMorgan Chase & Co. in Plano seeks an Associate in the Product CFO team to deliver thorough financial analysis, planning, and reporting to support strategic decisions for Global Liquidity. You will partner with senior stakeholders and collaborate across product desks to drive financial performance.

You will contribute to budgeting cycles, develop KPIs, and help automate reporting processes for efficiency and accuracy. This role offers growth and exposure within Asset Management Finance.