Join our dynamic team as a Finance Management Associate, where you will drive financial and strategic analysis, oversee budgeting processes, and deliver impactful presentations to Senior Management-augmented by firm‑approved AI tools for faster, more accurate insights with robust governance.
We are seeking a strategic thinker with exceptional presentation skills and strong technical data capabilities, including proficiency with AI‑enabled analytics and workflow automation. This is a unique opportunity to combine rigorous financial analysis with AI‑assisted project execution and standardized, centralized process improvements that elevate speed, accuracy, and control.
As a Finance Management Associate within the Digital & Platform Services - Payments Technology division, you will partner across the firm to deliver comprehensive financial oversight, strategic analysis, and budgeting coordination using AI‑supported forecasting, variance detection, and narrative generation. Your responsibilities will span financial control, forecasting, budgeting, and analysis of key financial metrics; you will develop innovative, automated reporting (e.g., dashboards and self‑service views) and advise Technology Managers on risks and opportunities, leveraging AI to surface drivers, stress test scenarios, and recommend actions-while ensuring human review, documented assumptions, and audit‑ready trails.
Job Responsibilities: - Strategic Presentations: Produce and present insightful status updates and strategic project direction to Senior Management, translating complex financial and AI‑assisted insights into clear narratives and visuals.
- Financial Oversight: Calculate and consolidate month-end results, forecasts for the remainder of the year, and budgets for future periods, ensuring accuracy and alignment with business goals.
- Variance Analysis: Conduct thorough variance analysis to identify key drivers of financial results, providing clear commentary on changes from prior forecasts and budgets.
- Reporting: Deliver weekly, monthly, quarterly, and ad hoc reports with automated pipelines; use AI to auto‑populate narratives, highlight outliers, and recommend call‑outs for Senior Management, ensuring human review and sign‑off.
- Process Improvement: Drive centralized process improvements and strengthen financial controls by introducing AI‑enabled automation (data quality checks, reconciliation bots, forecasting assistants) where feasible to improve efficiency, accuracy, and control health.
- Project Execution: Support strategic projects across the organization, combining technical data skills (e.g., Alteryx) with AI tools for data prep, feature engineering, and workflow orchestration.
- Project Leadership: Lead projects to drive global consistency and create synergies across the Finance Management team, standardizing AI‑assisted forecasting templates, prompts, and control checkpoints.
Leverage firm‑approved AI assistants to draft executive summaries, scenario comparisons, and visualizations, validating all AI‑generated content for accuracy and bias before use.
Maintain a reusable library of AI‑generated templates and prompts for consistent, faster reporting while adhering to governance standards.
Define and monitor KPIs for automation impact (cycle time reduction, error rates, rework rates), and maintain audit trails for all AI‑assisted steps.
Coach peers on AI best practices, establish communities of practice, and measure adoption, performance uplift, and risk/compliance adherence.
Required Qualifications: - Bachelor's degree in Accounting, Finance, or a related technical field; advanced coursework or certifications in analytics, data science, or AI governance a plus.
- 3 to 6 years of relevant experience in Finance and Planning, with a proven track record of strategic analysis and project execution
- Strong data capabilities in Alteryx for ETL and process automation; advanced Excel and PowerPoint for models and executive materials. Proficiency with firm‑approved AI tools for:
- Data quality: anomaly detection, duplicate/missing data checks, reconciliations.
- Forecasting: driver‑based/ML models, scenario generation, back‑testing.
- Narrative/reporting: AI assistants for drafting variance commentary and executive summaries with human review.
- Inquisitive, enthusiastic, and diligent, with a strong capability to challenge peers and senior leaders constructively.
- Excellent verbal and written communication skills, with a talent for articulating complex issues in a clear and concise manner.
- Highly motivated, thriving under pressure and tight deadlines while maintaining integrity in handling sensitive information.
- A collaborative team player respected as a trusted partner across Business, Finance, and P&A Teams.
ABOUT USJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
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.
ABOUT THE TEAMJ.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.
