Finance & Business Management, Associate

Global Banking Lending P&A Team is responsible for partnering across the Firm on 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.

As a Senior Associate on the Global Banking Lending P&A Team you will be responsible for running business and financial analytics and reporting on an ongoing basis, including but not limited to internal executive management reporting (i.e. business reviews), quarterly earnings and investor day, monthly flash reporting (forecast) and budget overviews, along with various process improvements.

Job responsibilities:

• Generate presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget overviews
• Assist financial integration office in developing target booking model for Global Banking lending
• Partner with client segment and business management teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
• The Senior Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation via AI, and enhance analytics and business support
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Performing variance analysis to understand the key drivers of the results and providing commentary to senior managers, explaining changes from prior forecasts/budgets
• Helping design new reports and presentations, driving additional insights in the lending portfolio

Required qualifications, capabilities and skills:

• Bachelor's degree in Accounting, Finance or another quantitative/technical discipline
• 3+ years of work experience in Financial Services, and/or accounting/controller background
• Advanced proficiency in Microsoft Excel, PowerPoint, and Copilot, with ability to build clear, executive-ready analyses and materials
• Strong written and verbal communication skills; able to distill complex topics into clear, actionable messaged for varied audiences
• Demonstrated ability to execute special projects and ad-hoc requests in fast-paced environments, often with tight timelines
• Strong analytical and problem-solving skills, including experience working with large datasets and synthesizing findings into concise conclusions and recommendations
• Collaborative, team-oriented approach with a track record of building credibility and trust with Business partners, Finance, and other key stakeholders

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's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Client-provided location(s): Chicago, IL, Plano, TX

Job ID: JPMorgan-210762998

Employment Type: FULL_TIME

Posted: 2026-07-08T19:25:04