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.

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