Senior Tech Finance Planning & Analysis

JPMorgan Chase & Co.; Plano (TX); On-site; USD 90,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a Senior Associate in Enablement Technology Planning and Analysis to turn expense data into clear insights for leadership decisions.

You will partner with finance and technology to enhance transparency, accuracy, and storytelling around technology spending. You will support strategic programs, budgeting, forecasting, and recurring deliverables, collaborating with cross-organization teams to maintain data integrity and improve processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3+ years of experience in financial planning and analysis, corporate finance, or management reporting.
• Experience budgeting, forecasting, and month-end close support in a matrixed organization.
• Experience performing variance analysis and translating drivers into clear, concise financial commentary.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, large data sets).
• Proficiency in Microsoft PowerPoint with experience creating executive-ready materials.

Responsibilities

• Prepare accurate and timely financial reporting and analysis, including explanations of results and variances tied to business drivers.
• Coordinate month-end activities to support actuals, outlooks, and annual plans.
• Partner with technology finance and business management teams to provide insights on risks, opportunities, trends, and efficiency initiatives.
• Develop executive-ready presentations and supporting analysis for senior stakeholders, including ad hoc requests.
• Support enterprise deliverables and leadership materials (e.g., Investor Day, quarterly business reviews).
• Perform variance analysis and present concise commentary on changes versus prior outlooks and plans.
• Serve as a point of contact for technology outlook, forecasting, and annual planning process coordination.
• Manage monthly corporate deliverables by collaborating with planning and analysis teams and allocations partners.
• Consolidate and review taxonomy reporting to ensure consistency across sources and alignment to messaging.

Skills

Stakeholder management

Excel proficiency

PowerPoint proficiency

Data visualization

Problem solving

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Financial systems

Job description

JPMorgan Chase & Co. in Plano, TX seeks a Senior Associate in Enablement Technology Planning and Analysis to turn expense data into clear insights for leadership decisions.

You will partner with finance and technology to enhance transparency, accuracy, and storytelling around technology spending. You will support strategic programs, budgeting, forecasting, and recurring deliverables, collaborating with cross-organization teams to maintain data integrity and improve processes.