286 jobs for "Associate, Planning and Analysis"

Join the Offers & Shopping Finance team at Chase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business. Offers & Shopping roles up within the Consumer & Community Banking line of business.

As a Financial Analysis Senior Associate in Offers & Shopping Finance, you support business leaders with forecasting, budgeting, and long-term financial modeling that helps guide strategy and day-to-day decisions. You work closely with partners across Consumer & Community Banking to deliver clear reporting, actionable insights, and well-controlled processes. You help us strengthen how we measure performance, explain results, and prioritize opportunities. You also contribute to improving routines and tools so we can operate more efficiently and consistently.

Job responsibilities
• Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives
• Prepare and present executive-level materials supporting month-end close and performance routines
• Monitor key performance indicators and deliver regular insights to help guide data-informed decisions
• Execute financial modeling and scenario analysis to evaluate new opportunities and trade-offs
• Partner with cross-functional teams to assess business initiatives using market and performance inputs
• Guide continuous improvement efforts across reporting, analysis, and operating routines
• Maintain strong financial controls and support compliance by partnering with risk, audit, and other control functions
• Build and sustain strong relationships with internal stakeholders across business, finance, and planning teams

Required qualifications, capabilities, and skills
• Bachelor's degree in Accounting, Finance, or a technical discipline
• 4+ years of experience in financial services in finance, business management, planning and analysis, accounting, controllership, or related fields
• Advanced proficiency in Excel and PowerPoint
• Proven ability to gather, mine, and manipulate data sets to support analysis and reporting
• Strong verbal and written communication skills, including presenting insights clearly to stakeholders
• Demonstrated ability to create ad hoc reporting and analysis for senior management
• Ability to prioritize effectively and deliver high-quality work under tight deadlines
• Strong analytical and problem-solving skills with sound attention to detail
• Collaborative approach and ability to operate as a trusted partner across business and finance teams
• Personally motivated, with strong ownership, follow-through, and a continuous improvement mindset

Additional Information
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 (including but not limited to H1B, H4-EAD, OPT, TN, or L visas). 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). This role is not eligible for relocation assistance.

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

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.

About JPMorgan Chase

We know our people are our strongest asset. You will never stop learning here, and we will learn with, invest in and support you along the way.

Size: 10,000+ employees
Industry: Financial Services

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