Financial Analysis - Senior Associate

Join our Financial Analysis team to shape strategy and performance across the firm—own budgeting and forecasting, build insightful dashboards, and advise CFOs to boost profitability and efficiency. You’ll lead product cost modeling and pricing, streamline processes through automation, and deliver executive-ready analyses that drive smarter, faster decisions.

As the Financial Analysis Associate, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis 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 Chief Financial Officers on how to increase profitability and efficiencies. 

You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed. 

Job Responsibilities 

• Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports 
• Assist with team workflow and responsibilities on monthly activities, special projects and annual processes 
• Establish and maintain strong relationships with IT partners to provide ongoing governance, financial best practices and guidance 
• Enabling product strategy development and business decisions with product owners for their technology products and services 
• Report on and monitor key metrics, drive data quality initiatives across the product area and help define future needs of the product area 
• Manage total cost of ownership product calculation, product margin, and effective rates through use of industry standard tool sets  
• Deliver annual product and pricing changes end-to-end including introduction/retirement of products and analyzing the impact to customers 
• Engage with product owners on the cost modeling / creation of new products and providing annual pricing guidance for all products in the product area 
• Drive productivity in Finance & Business Management and assist in driving efficiencies including automation where possible within the technology product area 
• Reporting, analytics and strategy including, but not limited to; location strategy, span of control, reporting and analytics 
• Performing variance analysis to understand the key drivers of the results and presenting monthly reviews to product owners, explaining changes from prior forecasts/budgets 

Required qualifications, capabilities and skills 

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature 
• 3+ years of work experience
• Intermediate to advanced proficiency in Excel / spreadsheet skills 
• Proficiency with data mining/gathering and manipulation of data sets 
• Inquisitive, enthusiastic and diligent, and capable of challenging peers 
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly 
• Ability to create ad hoc reporting for senior management 
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines 
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and Finance Planning & Analysis Teams 
• Highly motivated self-starter with excellent time management/prioritization skills 
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely 

Preferred qualifications, capabilities and skills 

• Work experience in Financial Services, and/or finance background 
• Cost modeling or activity based costing experience 
• Alteryx experience 

 

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.