Financial Analysis Associate

Description

Join our dynamic Commercial & Investment Banking FP&A team and play a pivotal role across our Support teams. This high-impact opportunity offers you the chance to ensure senior management has the insight needed to achieve their strategic objectives. Collaborate with senior leaders and key partners across various teams to enable effective execution and make a tangible impact on our business. If you're detail-oriented, analytical and eager to make a difference, we want to hear from you!

As a P&A Lead within the Commercial & Investment Bank RISK team, you will promote the financial planning and analysis function. You will partner with various departments to provide insights and recommendations, ensure effective execution of major initiatives, and deliver critical financial reporting and analysis that promote strategic decision-making. You will lead and coordinate budgeting and forecasting processes, and prepare management reports for senior management and business leads. Together, we will create impactful presentations and develop strategies that align with our business objectives. This role offers you the opportunity to make a significant impact while working in a fast-paced, dynamic environment.

Job Responsibilities

• Analyze large amounts of data to create impactful analysis to our budget
• Partner with Business Management to ensure timely and accurate headcount and expense projections
• Generate monthly, annual, and multi-year forecasting
• Prepare accurate and timely monthly financial reporting packages
• Analyze and create executive level presentation using PitchPro+
• Conduct ad-hoc analysis as required
• Present executive material for business reviews, and other leadership presentations
• Present projections, performance trends, and performance outlooks in an executive format
• Design management reporting packages to communicate business results in a transparent and concise manner to all constituents and coordinate deliverables with project managers and other Risk teams supporting client LOBs/sub-LOBs
• Possess professional presence with the ability to communicate directly with senior stakeholders and must be able to interact and influence colleagues at all levels in the business
• Collaborate with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources

Required qualifications, capabilities, and skills:

• College degree
• 3+ years of relevant finance/accounting experience
• Ability to handle multiple priorities and produce successful results in a fast paced environment
• Strong analytical skills with attention to detail
• Ability to interpret and present complex data
• Ability to develop strong, positive relationships with business stakeholders
• Mature, independent, highly organized, self-motivated and a team player
• Ability to work with data in a strategic manner and partner with reporting and technology teams to develop strategic reporting and analysis solutions
• Proficient in Excel, Powerpoint/Pitchpro and experience with TM1.

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): Plano, TX

Job ID: JPMorgan-210647043

Employment Type: FULL_TIME

Posted: 2025-07-24T11:57:38