Senior Associate, Financial Analysis - Global Technology

Job Description

The Global Technology Financial Planning & Analysis (FP&A) organization provides executive financial oversight for the firm's 68,000 technology resources and ~$20B technology investment portfolio. Our team partners across the firm on a wide range of activities including financial control, forecasting and budgeting, performance and business-metric analysis, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the Line of Business CFOs on opportunities to improve profitability and efficiency.

As a Senior Associate on the FP&A team, you will be responsible for supporting strategic programs and initiatives within the Resource Management group under Global Technology FP&A. This role requires strong analytical, presentation and problem-solving skills, with the ability to synthesize large data sets and communicate clear, concise insights. You have have strong project management, planning and interpersonal skills, including excellent written and verbal communication and a solid foundation in business management. 

You will partner closely with Firmwide FP&A and financial and business leaders across Global Technology to help define and implement a strategic resource management plan. You will also help build and scale headcount reporting metrics and dashboards to deliver timely, decision-useful insights to senior management.  You must be results-oriented, demonstrates strong ownership and follow-through, and is comfortable in navigating ambiguity.

Job Responsibilities:

• Own the analysis, preparation, and reconciliation of financial and technical data to produce accurate, high-quality reporting
• Deliver recurring management reporting and ad hoc analysis to support leadership decision-making
• Build, enhance, and automate reports and dashboards to improve speed, transparency and consistency of insights
• Perform variance analysis to identify key drivers, trend changes, risks and opportunities, providing clear narrative and executive-level commentary
• Monitor key metrics and help drive data quality initiatives across the product area; help define future reporting and analytics needs
• Provide meaningful analytics (e.g. run-rate, trend and risk signals) to support projections and resource strategy discussions
• Identify opportunities to streamline processes, reduce cycle times, and enhance controls through automation and process improvements
• Maintain and enhance financial and reporting systems, ensuring data integrity and consistent definitions
• Support special projects and cross team initiatives as needed; coordinate stakeholders and drive work to closure

Required Qualifications, Capabilities, and Skills:

• 4+ years of finance and/or program management experience in financial services, investment banking, consulting or strategy, with demonstrated impact on technology finance decisions
• Bachelor’s degree in Finance, Accounting, Technology or a related field
• Strong analytical and problem solving skills with ability to synthesize large data sets and communicate conclusions clearly and concisely
• Advanced skills in Excel and PowerPoint; strong ability to produce executive-ready materials that accelerate decision-making in leadership forums
• Experience leveraging automation and business intelligence (BI) tools (e.g. Alteryx, Tableau) to building scalable reporting and dashboards (including drill-downs and scenario toggles where applicable) 
• Experience with analytics and data wrangling tools such as Python, SQL and Alteryx
• Excellent written and verbal communication skills; ability to explain complex issues to senior stakeholders
• Strong organization and prioritization skills; proven ability to manage multiple deliverables under tight deadlines
• Demonstrated leadership, influencing and partnering skills across functions in a global environment
• Ability to work independently, exercise sound judgement and take initiative to drive outcomes
• Curiosity and a continuous improvement mindset; willingness to learn new technologies and innovate

Preferred Qualifications, Capabilities, and Skills:

• Prior experience in resource reporting and technology organizations
• Highly self-motivated; able to thrive in a fast-paced environment with shifting priorities 
• Proven track record of creating streamlined, automated reporting that improves decision velocity, transparency and governance
• Familiarity with tools/platforms such as Anaplan, Databricks, Atoti, Sigma, SharePoint, and PitchPro.

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. 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).

About Us

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

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.