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Financial Analysis [Multiple Positions Available]

JP Morgan Chase

DESCRIPTION:Duties: Collect, process, analyze, and deliver data to aid with decision-making, advisor scorecard tracking, and public reporting. Implement ETL processes to clean, transform, and pre-process financial data for analysis and reporting, and drive business intelligence initiatives. Implement automation solutions for routine data processing tasks, reducing manual efforts and improving efficiency in handling financial data. Collaborate with cross-functional teams and other stakeholders including Product Controllers and CFOs to understand data requirements and provide effective technical solutions. Drive and monitor the monthly reporting process for public disclosure while establishing controls for financial reporting. Develop financial models to evaluate the impact of proposed changes, market impacts, or strategies on the organization's financial performance. Identify opportunities for streamlining and optimizing financial processes to enhance efficiency, reduce costs, and improve overall performance. Communicate complex financial information and analysis to both technical and non-technical stakeholders. Partner with finance and technology teams to identify and resolve issues that arise in monthly reporting reviews. Define and track key performance indicators to assess financial performance, providing actionable insights to business finance managers and stakeholders. Work with cross- functional project teams, ensuring alignment with project goals, scope, timelines, and driving the execution of platform modernization projects across MIS applications and infrastructure. Coordinate and conduct training sessions and knowledge transfer activities to ensure that finance teams are well-prepared for new processes or systems introduced through various projects impacting MIS data, applications, or infrastructure.QUALIFICATIONS:Minimum education and experience required: Bachelor's degree in Electronic Engineering, Applied Computer Science, Computer Science, Computer Engineering, or related field of study plus 5 years of experience in the job offered or as Financial Analysis, Management Information System and Business Intelligence Reporting, Analyst, or related occupation. The employer will alternatively accept a Master's degree in Electronic Engineering, Applied Computer Science, Computer Science, Computer Engineering, or related field of study plus 3 years of experience in the job offered or as Financial Analysis, Management Information System and Business Intelligence Reporting, Analyst, or related occupation.Skills Required: This position requires experience with the following: Troubleshooting data including identifying and fixing issues with database queries, stored procedures, and query optimization using SQL; Creating stored procedures in SQL to automate manual processes using variables, temp tables, updates, inserts, joins, and indexes; Creating variance analysis datasets in SQL to identify drivers of differences between two sets of data; Developing automation solutions to streamline financial workflows and reduce manual errors using ETL tools such as SSIS, Informatica, Pentaho, or Alteryx; Implementing and monitoring ETL solutions during production cycles to clean, transform, and pre-process financial data for analysis and reporting using SSIS, Informatica, or Pentaho; Performing financial data calculations involving multiple cells or ranges using Excel functions such as vlookup, xlookup, sumifs, countifs, concatenate, or index-match; Creating pivot tables to summarize and analyze large data sets; Developing financial dashboards and views incorporating interactive elements and drill-down capabilities using charting techniques and data visualization in Tableau or Cognos; Defining workflows, scheduling batch jobs, and monitoring using tools such as Control-M or Autosys; Using Excel VBA to automate data-related tasks. Job Location: 8181 Communications Parkway, Plano, TX 75024.Full Time. 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/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​Full timePosting Date: 2026-07-15

Vacancy posted 2 days ago
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