Senior Financial Analyst Auto Treasury Pricing & Proforma

JPMorganChase; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Senior Associate to influence pricing inputs and profitability forecasting for Chase Auto Treasury.

You will collaborate across finance, treasury, pricing, and risk to align inputs, strengthen controls, and drive reporting improvements, while supporting platform simplification and automation. You will partner with multiple teams to analyze inputs to models and contribute to Proforma reporting, helping quantify lifetime profitability of

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Engineering, Computer Science, or related analytical field
• 4+ years of experience in finance, analytics, accounting, FP&A, data/BI, or a closely related analytical role
• Ability to interpret financial data and communicate insights clearly (e.g., drivers of profitability and impacts of assumption/input changes)
• Advanced Excel skills (e.g., PivotTables, VLOOKUP/XLOOKUP, nested IF logic, and familiarity with INDEX/MATCH or equivalent approaches); ability to build and maintain repeatable analysis templates
• Strong PowerPoint skills; ability to synthesize analysis into clear, leadership-ready materials
• SQL: ability to run and adapt basic queries to pull, validate, and reconcile data (deep SQL expertise not required)
• Strong analytical and problem-solving skills with attention to detail
• Strong interpersonal skills; ability to work across a matrixed, cross-functional organization
• Ability to manage multiple priorities in a fast-paced environment with tight deadlines
• Strong written and verbal communication skills

Responsibilities

• Support initiatives to enhance methodologies and forecasting of key inputs used in the Proforma process to optimize Chase Auto's pricing
• Execute components of monthly financial reporting processes and deliverables
• Partner with cross-functional teams (Treasury, Pricing, CFO, Business, Risk) to analyze and align on pricing inputs to models and applications
• Draft and maintain Business Requirements Documentation (BRDs) for technology teams; support intake, implementation, and change delivery
• Perform ad hoc analyses to determine impacts on profitability driven by changes in the business or market
• Prepare clear updates and presentation materials on the impacts of proposed changes to Proforma profitability for stakeholder and leadership review; deliver findings to a variety of audiences
• Support process enhancement and automation efforts to reduce processing time and improve controls
• Support governance and controls, including monitoring data integrity and participating in a robust testing environment

Skills

Advanced Excel

PowerPoint

SQL

Analytical thinking

Communication

Cross-functional collaboration

Prioritization

Education

Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Engineering, Computer Science

Tools

Alteryx

Job description

JPMorgan Chase & Co. in Plano, TX seeks a Financial Analysis Senior Associate to influence pricing inputs and profitability forecasting for Chase Auto Treasury.

You will collaborate across finance, treasury, pricing, and risk to align inputs, strengthen controls, and drive reporting improvements, while supporting platform simplification and automation. You will partner with multiple teams to analyze inputs to models and contribute to Proforma reporting, helping quantify lifetime profitability of