Talent.com
Finance & Business Management, Senior Associate
Finance & Business Management, Senior AssociateJPMorgan Chase • Plano, TX, US
No longer accepting applications
Finance & Business Management, Senior Associate

Finance & Business Management, Senior Associate

JPMorgan Chase • Plano, TX, US
30+ days ago
Job type
  • Full-time
Job description

Financial Analysis Senior Associate

JPMorgan Chase is a global leader in financial services, offering innovative solutions to help individuals, businesses, and communities achieve their goals. 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 in the Finance & Business Management team, you will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial / business metrics, and delivery of management reporting. You will also develop new reporting capabilities and advise line of business CFOs on increasing profitability and efficiencies.

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
  • Reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
  • Creating financial business cases supporting business initiatives
  • Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
  • Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
  • Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts / budgets
  • Helping design new reports and dashboards to efficiently deliver the financial results to senior management
  • Enhancing controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities and Skills :

  • Bachelor's degree in Accounting or Finance
  • 4+ years of work experience in Financial Services, and / or accounting / controller background
  • Advanced skills in Excel and PowerPoint
  • Proficiency with data mining / gathering and manipulation of data sets
  • Inquisitive, enthusiastic and diligent, and capable of challenging peers
  • Ability to create ad hoc reporting for senior management
  • Proven track record for executing on special projects / assignments with often little lead time or 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 concisely
  • Create a job alert for this search

    Senior Associate Finance • Plano, TX, US

    Related jobs
    Innovation Economy Business Management Associate

    Innovation Economy Business Management Associate

    Chase • Plano, TX, US
    Full-time
    Join our dynamic Business Management team, where innovation meets strategy.As a trusted advisor, you'll play a pivotal role in expanding our business supporting fast-growing startups across industr...Show more
    Last updated: 11 days ago • Promoted
    Transaction Management Senior Associate

    Transaction Management Senior Associate

    Dallas Staffing • Dallas, TX, US
    Full-time
    Transaction Management Senior Associate.As a Transaction Management Senior Associate, you'll focus on buy-side and sell-side transaction management engagements, serving dynamic organizations with e...Show more
    Last updated: 23 days ago • Promoted
    Financial Management - Senior Associate

    Financial Management - Senior Associate

    JPMorgan Chase • Plano, TX, US
    Full-time
    CIB Financial Management Associate In Digital & Platform Services.Join our dynamic Digital & Platform Services Financial Management team, where you'll help shape the future of our Commercial & Inve...Show more
    Last updated: 6 days ago • Promoted
    Associate, Asset Management

    Associate, Asset Management

    Faropoint • Dallas, TX, United States
    Full-time
    Established in 2012, Faropoint is a pure play RE fund manager focusing on the last mile industrial sector.Having acquired more than 500 warehouses to date, it is the most active aggregator of wareh...Show more
    Last updated: 21 days ago • Promoted
    Senior Associate - Oracle Cloud Finance - AFCS

    Senior Associate - Oracle Cloud Finance - AFCS

    PwC • Dallas, TX, United States
    Full-time
    At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency.These individuals ana...Show more
    Last updated: 13 days ago • Promoted
    Director- Tech-Enabled Finance Transformation (Asset Management)

    Director- Tech-Enabled Finance Transformation (Asset Management)

    CrossCountry Consulting • Dallas, TX, United States
    Full-time
    Director- Tech-Enabled Finance Transformation (Asset Management).CrossCountry Consulting invites applications for the Director- Tech-Enabled Finance Transformation (Asset Management) role.From the ...Show more
    Last updated: 8 days ago • Promoted
    Senior Actuary

    Senior Actuary

    Peyton Resource Group • Town of Texas, WI, United States
    Full-time
    Be among the first 25 applicants.Direct message the job poster from Peyton Resource Group.Director of Recruiting @ Peyton Resource Group | PRC Certified. Lead and support personal lines rate filings...Show more
    Last updated: 11 days ago • Promoted
    Adjunct Professor, Banking and Finance (Applicant Pool 2025-2026)

    Adjunct Professor, Banking and Finance (Applicant Pool 2025-2026)

    InsideHigherEd • McKinney, Texas, United States
    Part-time
    Spur 399, McKinney, Texas, 75069.We are searching for candidates that meet the required qualifications and experience and are able to perform the essential duties and responsibilities.Responsible t...Show more
    Last updated: 30+ days ago • Promoted
    Governance, Risk, and Compliance Senior Associate

    Governance, Risk, and Compliance Senior Associate

    Weaver • Dallas, TX, US
    Full-time
    Governance, Risk, And Compliance Senior Associate.Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields.We seek t...Show more
    Last updated: 30+ days ago • Promoted
    Investment Senior Associate

    Investment Senior Associate

    Apex Group • Dallas, TX, US
    Full-time
    The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach glob...Show more
    Last updated: 22 days ago • Promoted
    Asset & Wealth Management- Change Management- Associate - Dallas

    Asset & Wealth Management- Change Management- Associate - Dallas

    Goldman Sachs • Dallas, TX, United States
    Full-time +1
    ABOUT ASSET & WEALTH MANAGEMENT.Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment managers. AWM provides institutional and individual investors with in...Show more
    Last updated: 13 days ago • Promoted
    Transaction Management Senior Associate

    Transaction Management Senior Associate

    Grant Thornton LLP • Dallas, TX, US
    Full-time
    At Grant Thornton, we believe in making business more personal and building trust into every result for our clients and you. Here, we go beyond your expectations of a career in professional service...Show more
    Last updated: 30+ days ago • Promoted
    Asset & Wealth Management- Change Management- Associate - Dallas

    Asset & Wealth Management- Change Management- Associate - Dallas

    The Goldman Sachs Group • Dallas, TX, United States
    Full-time +1
    ABOUT ASSET & WEALTH MANAGEMENT.Goldman Sachs' Asset & Wealth Management Division (AWM) is one of the world's leading investment managers. AWM provides institutional and individual investors with in...Show more
    Last updated: 26 days ago • Promoted
    Private Equity Senior Associate

    Private Equity Senior Associate

    Selby Jennings • Dallas, TX, United States
    Full-time
    Selby Jennings is partnering with a private equity firm focused on partnering with entrepreneurs and management teams in the lower middle market. The firm specializes in buyouts, recapitalizations, ...Show more
    Last updated: 11 days ago • Promoted
    Associate Director, Asset Services

    Associate Director, Asset Services

    Cushman & Wakefield • Dallas, TX, US
    Full-time
    Associate Director, Asset Services.Responsible for managing one or more national or local accounts, including providing timely, consistent, and accurate flow of information required to operate the ...Show more
    Last updated: 7 days ago • Promoted
    Investment Product Management Associate, Equity Services Inc.

    Investment Product Management Associate, Equity Services Inc.

    National Life Group • Addison, TX, United States
    Full-time
    Investment Product Management Associate, Equity Services Inc.Investment Product Management Associate, Equity Services Inc. We’re among America’s fastest‑growing insurance companies.Since 1848, Natio...Show more
    Last updated: 2 hours ago • Promoted • New!
    Senior, Financial Planning & Analysis Associate

    Senior, Financial Planning & Analysis Associate

    Symbiotic Corp. • Dallas, TX, United States
    Full-time
    As the manager responsible for the team in this role, your key responsibilities will include : .Ensuring the provision of insightful and actionable financial analysis and reporting, highlighting key ...Show more
    Last updated: 18 days ago • Promoted
    Senior Product Associate - Global Banking Platform

    Senior Product Associate - Global Banking Platform

    Texas Staffing • Plano, TX, US
    Full-time
    Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success.Grow your skills, participate in product planning, and define user workflows while ...Show more
    Last updated: 3 days ago • Promoted