Senior Financial Analytics & Strategy Partner

JPMorgan Chase; New York (NY); On-site; USD 95,000 - 135,000; Full time

Job summary

JPMorgan Chase in the United States seeks a Senior Associate in Finance, Financial Analysis, to partner across teams in budgeting, forecasting, reporting, and performance insights. You will analyze data, reconcile accounting and technical data, and prepare recurring management reports, driving efficiency and control improvements.

You will contribute to special projects and continuous improvement initiatives, delivering actionable recommendations to strengthen decision-making and operations

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 ability to summarize complex data clearly.
• Strong verbal and written communication skills for senior management reporting.
• Ability to tailor reporting to senior management needs.
• Demonstrated capability to drive special projects under tight timelines.
• Ability to work under pressure and meet deadlines.
• Collaborative, trusted partner across business and finance 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

Advanced Excel

PowerPoint

Data mining

Data manipulation

Analytical thinking

Communication

Reporting

Cross-team collaboration

Time management

Education

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

Job description

JPMorgan Chase in the United States seeks a Senior Associate in Finance, Financial Analysis, to partner across teams in budgeting, forecasting, reporting, and performance insights. You will analyze data, reconcile accounting and technical data, and prepare recurring management reports, driving efficiency and control improvements.

You will contribute to special projects and continuous improvement initiatives, delivering actionable recommendations to strengthen decision-making and operations