Finance & Business Management - Associate
JPMorgan Chase & Co.
As a Finance & Business Management - Associate within Commercial Banking F&BM you will support the Client Onboarding & Servicing (COS) organization, leveraging your penchant for story-telling with financial data and strategic, analytical and energetic approach. This is a high-impact opportunity on our F&BM team ensuring senior management across the Commercial & Investment Bank have visibility into major initiatives, business metrics, financials and data insights to achieve their strategic objectives. This role will provide support to senior Business and Operations leaders and key partners across CIB Finance, Business Management and Data & Analytics teams to enable effective end-to-end execution. Job Responsibilites:
Experience with Business Management/Data Analytics
Partner with COS and CIB F&BM to prepare executive presentations – ability to package and present projections and performance trends by bringing financials and data together to tell a cohesive story
Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
Ability to take analysis and create executive level presentation using PowerPoint PitchPro+
Coordinate deliverables with business managers, finance, project managers and other F&BM teams
Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing COS strategy
Partner with COS and CIB F&BM team to budget and forecast headcount and direct expenses
Participate in the activity based costing process used to allocate expenses across LOB’s and downstream client profitability system
Strong professional presence with the ability to communicate directly with all levels
Must be able to interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources Preferred qualifications, skills and capabilities:
Bachelors degree with minimum 3-4 years of experience in financial data analysis and story-telling
Ability to work collaboratively; develop strong partnership with multiple levels of employees
Strong presentation skills and ability to tell the story on initiatives with the ability to produce successful results in a fast paced environment
Ability to develop strong, positive relationships with business stakeholders to interpret and present complex data with strong attention to detail and solid work ethic
Highly motivated, proactive attitude, with a natural passion to learn and an inquisitive personality
Excellent problem solving and critical thinking skills with a mature, independent, highly organized, self-motivated and a team player
Strong PowerPoint, Excel, and Word skills required and knowledge of or experience with BI tools, databases and SQL Querying is a plus 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 J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Finance & Business Management - Associate in Plano, TX vacancy
- ...partners closely with technology leaders to drive business strategy, financial management, and operational excellence. You will help... ...insights that help shape business outcomes. As a Finance & Business Manager, Associate in the Enterprise Technology Finance & Business...SuggestedWork at officeVisa sponsorship
- ...Global Markets and investment management services to a substantial and... ...goalsYOUR IMPACTWe are looking for an Associate to serve as a member of the Marcus US Deposits Business Controls and Risk Management... ...in Risk Management, Business, Finance, or a related field5+ years...SuggestedWork experience placement
- ...Finance And Business Management Associate Join a team where your analysis powers high-stakes decisions across our Consumer and Community Banking business. You will shape priorities by translating financial and operational data into clear, executive-ready stories. You...SuggestedContract work
- ...Description Join a team that helps drive business performance through strategic... ...initiatives, executive support, and business management activities. You will work closely... ...of teams and stakeholders. As a Finance & Business Management Associate in the Business Management team,...SuggestedWork at officeVisa sponsorship
- Our Financial and Business Management role offers the opportunity to drive strategic initiatives and financial planning for organizational growth... ...decision-making and operational excellence. As a Business Finance Manager within our regional team, you will have the exciting...SuggestedFull timeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$27 - $36 per hour
..., coordinate and successfully implement business solutions and initiatives for investment... ...Supports project prioritization to best manage business resource utilization within assigned... ...business activities to identify if associated risks are effectively identified, measured...Hourly payFull timeSummer workInternshipH1bWork at office- ...up at a company at the intersection of finance, gaming-style culture, and internet-native... ...marketing. No stuffy bank relationship-management here. Think Blue #3A82F7, Obsidian, Gold... ...negotiating, and closing partnership or business development deals, ideally in fintech, trading...Shift work
- ...As a Financial Advisor within PNC Wealth Management, you will be based in Richardson, TX.... ...branches and manage an assigned book of business. PNC Wealth Management advisors execute... ...branch manager and/or investment sales associate, leads the branch team on actions to achieve...Full timeTemporary workPart timeWork experience placementWork at office
$175k - $200k
...VP of Finance This Jobot Job is hosted by: Jim Forman Are you a fit? Easy Apply now by clicking the "Apply" button and sending... ...responsible for overseeing all financial operations, from developing and managing budgets to setting financial strategies. The successful...Work at officeLocal area- ...leader in providing comprehensive Oracle services that accelerate business growth and digital transformation. With over 25 years of... ...stakeholdersRequired Skill and Experience• Experience in Workday Financial Management.• Hands-on experience on Workday Cloud implementation/support...Full timeTemporary workRelocation
- ...leader in providing comprehensive Oracle services that accelerate business growth and digital transformation. With over 25 years of... ...stakeholder expectationsYour contribution to the team: Proactive risk management to ensure project delivery. An ability to build collaborative...Full timeTemporary workRelocation
- Keller North America is seeking a Project Accountant to support financial management of project portfolios. The role partners with Project Managers, Field Operations, and Finance leadership to ensure cost capture aligns with contract scope and that financial reporting...Contract work
- ...leading provider of professional IT services and staffing to businesses and governments in Canada. With revenues over $500 million, the... ...client, Procom Services is searching for a Enterprise Service Management Consultant for a contract opportunity in Plano, TX....Contract workH1bImmediate start
- Koch Capabilities Company (KCC) in Plano, TX seeks a Finance Analyst to join our team, partnering with Koch Shared Services and multiple Koch companies, and to contribute across capability operations to drive value. You will analyze financial data, deliver reporting insights...
- Working Solutions LLC is seeking a Senior Accounting Analyst to join the Accounting and Finance team. The role supports accounting and financial analysis, reports to the Controller, and provides actionable insights for operational and strategic decisions. The position is...Remote work3 days per week
$33.45 - $40.47 per hour
...motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations... ...to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including...Local area$105.2k - $147.95k
Horace Mann is looking for a Manager of Financial Business Consulting based in Plano, Texas. The role involves partnering with executive leadership... ...The ideal candidate will have 15+ years of experience in finance and a deep knowledge of insurance products. The position offers...- ...Banking (CCB) that partners with senior business and functional leaders across JPMorgan Chase... ...decision-quality recommendations, and manage senior stakeholders through critical decisions... ...Product, Data, Technology, Operations, Finance, Risk, Controls, Legal, and Compliance,...
- ...Individual Contributor Team Business Operations Working Time... ...true impact begins with our associates. If you're ready to help... ...Financial Analyst Advisor / Finance Business Partner to lead FPA... ...Finance meetings allocated by your manager. The position will be filled...Full timeWork at officeLocal areaAfternoon shift
- ...years of innovation, is redefining how businesses experience technology across North America... ..., staffing, legal, government, finance, education, and events industries. You’... ...networks, mobile IT setups, backup systems) Managed IT, Cloud, and Help Desk Services M365...Temporary workLocal area
- ...Summer Analyst In The Global Finance & Business Management Analyst Program If you're excited by turning data into insights, using analytics to inform real business decisions, embracing emerging automation and utilizing AI-enabled capabilities, we have a role for you...Full timeSummer workInternshipImmediate startVisa sponsorship
- ...an accommodation or an alternative application process. Business Process Excellence Manager Position Overview: The Manager, Business Process Excellence... ...an internal consultant to business leaders across Arra Finance, identifying and acting on opportunities to improve...Work experience placementWork at office
- ...forward-thinking organization, apply now.We are currently seeking a Business Partner Senior Specialist to join our team in Plano, Texas (US... ...design, restructuring, internal mobility, and change management activities.Advise leaders on the performance development process...Work at officeLocal areaRemote workFlexible hours
- Arra Finance seeks a Business Process Excellence Manager to act as an internal consultant, identifying opportunities to improve efficiency, scalability, automation, and performance with a focus on originations. You will partner with IT, development teams, and vendors to...
- ...Business Development Manager - Plano/Richardson, TX Changing Lives One Day at a Time This position pays a competitive base salary, commissions, a comprehensive benefits package, and excellent growth potential! The Business Development Manager expands market...Full timeLocal area
- ...Midea Industrial Technology Midea’s Industrial Technologies Business Group is specialized in ‘humanizing’ our latest technology and... ...engineering, purchasing/sourcing, operations, product management, and quality representatives. 4. Provide customer information...Full timeWork from home
- ...Business Banking Consultant SeniorIf you want to have a positive impact on underserved small... ...Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide... ...businesses. Use knowledge of business, finance, banking, credit and risk management,...Local area
- ...Summary We are seeking a highly motivated and experienced Business Development Executive, Energy Services to join our growing team... ...Development: Collaborate with our engineering, project management, and financial teams to craft competitive, high-quality proposals...Full timeContract workWork at officeLocal areaRemote work
- ...financial services and healthcare industries. ARGO transforms business processes for financial service providers and healthcare organizations... ...his role collaborates across departments, including project managers, product managers, SDLC staff (development, quality assurance,...Full timeWork at officeNight shift
- Job Description Chase for Business helps business owners start, grow, and manage their businesses. We aim to be their partner... .... As a Marketing Execution Associate - Enterprise Engagement... ..., credit cards, mortgages, auto financing, investment advice, small business...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Finance & Business Management - Associate. Be the first to apply!
Related searches
- associate corporate finance Plano, TX
- financial associate Plano, TX
- financial advisor training program Plano, TX
- senior financial advisor Plano, TX
- estate planning consultant Plano, TX
- financial advisor Plano, TX
- financial planner Plano, TX
- associate leveraged finance Plano, TX
- financial counselor Plano, TX
- financial planning assistant Plano, TX





