Headcount and Expense, Senior Associate, GCB P&A

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are 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.

As a Senior Associate on the Planning and Analysis team, you will be responsible for one of our key financial measures such as expenses, headcount, and profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making. You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business CFOs and peers across Finance & Business Management and the business.

Job Responsibilities

• Address the increasing volume of routine and ad-hoc requests from GB/CIB Central-such as monthly HC/Expense walks, Investment/Productivity templates, HLP reconciliations, IC accruals, and Investment/Efficiency tracking-by providing dedicated analytical support and ensuring timely, accurate responses.
• Enhance the team's ability to deliver detailed analysis and reporting for GCB senior management, including preparing presentation materials and improving tracking-such as investments and efficiencies-through automations as well as dashboard utilization.
• Work closely with regional P&A leads to coordinate headcount and expense reporting, providing insights that support informed business decisions across regions.
• Facilitate timely sharing and proactive reconciliation of monthly reports with other departments, such as Marketing and HR, to ensure data accuracy and cross-functional alignment.
• Strengthen internal controls by conducting regular monthly checks, documentation, and ensuring accuracy in financials.
• Support budget rounds for headcount and expenses by conducting trend analysis, collecting, and validating data, performing variance analysis, and preparing comprehensive system budget submissions
• Bring transparency on Allocations flowing to GCB in the booking model and help management decipher the cost of doing business

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 5+ years of work relevant experience, advanced skills in Excel and PowerPoint
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concise

Preferred qualifications, capabilities, and skills

• Alteryx and Tableau skills a plus
  
  Experience preferably in Financial Services, and/or accounting/controller background

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).

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-210713382

Employment Type: FULL_TIME

Posted: 2026-02-26T18:58:20