Senior Associate, Financial Analysis - Offers & Shopping

Job Description

Join the Offers & Shopping Finance team within the Consumer & Community Banking Connected Commerce Finance organization at JPMorganChase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business.

As a Financial Analysis Senior Associate in the Offers & Shopping Finance team, you will drive financial planning, forecasting, budgeting, and long-term modeling. You will present clear and actionable financial reports, and recommendations to senior management. Additionally, you will oversee the preparation and reconciliation of accounting and technical data, maintain and improve financial reporting systems, and champion process improvements and automation to enhance efficiency. In this role, you will have the opportunity to collaborate in cross-functional initiatives, monitor key performance indicators, and ensure strong financial controls and compliance. You will also support team members on special projects, fostering a culture of innovation, collaboration, and continuous improvement. 

Job responsibilities 

• Drive the financial planning and analysis (FP&A) process for the Offers & Shopping business, including forecasting, budgeting, and long-range planning, ensuring alignment with overall business objectives.  
• Develop and present executive-level materials to support month-end close processes. 
• Contribute in cross-functional initiatives to evaluate and implement new business opportunities, leveraging market research, competitive analysis, and financial modeling to inform decision-making. 
• Monitor key performance indicators (KPIs), providing regular updates and insights to leadership to support data-driven decision-making and continuous improvement. 
• Champion a culture of innovation and continuous improvement within the team. 
• Ensure robust financial controls and compliance, partnering with risk, audit, and other control functions as needed to maintain the integrity of financial processes and reporting. 
• Foster strong relationships with internal and external stakeholders

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 4+ years of work experience in Financial Services with a background in Finance, Business Management, Planning & Analysis, Accounting/Controller or similar fields.
• Advanced skills in Excel and PowerPoint  
• Proficiency with data mining/gathering and manipulation of data sets  
• Inquisitive, enthusiastic and diligent  
• Strong verbal and written communication skills 
• 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 FP&A Teams  
• Highly motivated self-starter with excellent time management/prioritization skill, strong analytical and problem solving skills 

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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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.