Central P&A Senior Associate - Global Private Bank

Financial Analysis is responsible for partnering 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 as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

As a Senior Associate on the Global Private Bank financial analysis team, you will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies. In this role you will be part of the central Financial Planning & Analysis (FP&A) team where you will gain a broad exposure to the revenue and expense drivers of Asset & Wealth Management. You will be expected to interact not just within the FP&A teams, but also across the Finance & Business Management function and with peers and management across the business.

Job responsibilities

• Calculate and consolidate month-end results, forecast for the remainder of the year, and budget for future years
• Manage strong partnership with global teams across the organization
• Perform variance analysis to understand the key drivers of the results and provide commentary explaining changes from prior forecasts/budgets/time periods
• Produce weekly/monthly/quarterly and ad-hoc reporting of the results and drivers for senior management with an enhanced focus on reporting dashboards
• Enhance controls and streamline processes, introducing automation where possible
• Manage reporting oversight ensuring deadlines are met and that reporting is accurate and timely
• Work on projects to drive global consistency and create synergies across the team

Required qualifications, capabilities, and skills

• Bachelor's degree in Business, Accounting, Finance or a subject of a technical nature
• 5+ years of progressive experience in financial planning and analysis, corporate finance, or related roles
• Strong financial acumen with deep understanding of budgeting, forecasting, variance analysis, and financial modeling.
• Intermediate proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Strong verbal and written communication skills with the ability to articulate complex issues clearly; comfortable communicating with all levels of the organization including C-Suite and Executive levels
• Exceptional attention to detail and accuracy, with the ability to manage large datasets and ensure data integrity.
• Proven ability to work cross-functionally and build relationships across teams and organizational levels, including senior leadership and executive stakeholders.
• Ability to manage multiple priorities, meet tight deadlines, and operate effectively in a fast-paced environment.
• Strong organizational skills and a proactive, self-starter approach with a continuous improvement mindset.

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). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Client-provided location(s): Plano, TX

Job ID: JPMorgan-210737678

Employment Type: FULL_TIME

Posted: 2026-04-22T19:25:18