Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Analysis Senior Associate

Chase

Senior Associate, Finance & Business Management

A unique opportunity exists to join a dynamic Finance & Business Management (F&BM) team in a Senior Associate role supporting key functions within the Chief Technology Office. The CTO Office is responsible for integrating new and emerging technologies across JPMorganChase to drive innovation and competitive advantage. The team partners with business and technology leaders to shape strategy, translate research into practical applications, and oversee the design and delivery of critical enterprise products and platforms aligned with the firm's evolving needs.

As a Financial Analysis Senior Associate within CTO, you will be a self-starter who can manage varying levels of complexity, adapt to shifting priorities, and operate effectively within a global team. Success in this role depends on building strong relationships, driving execution, and ensuring senior management has clear visibility into key initiatives, financials, and business metrics. You will work closely with senior Technology leaders, the CFO organization, and key F&BM partners to enable effective end-to-end execution. You will also demonstrate strong problem-solving skills, an ability to partner effectively across stakeholders, and a track record of delivering in fast-paced environments.

Job responsibilities:

  • Support the CTO Office leadership team in setting objectives, tracking progress, and maintaining operational metrics and reporting.
  • Partner with finance, risk, and technology stakeholders to help ensure alignment, prepare materials, and drive clear communication and follow-ups.
  • Support expense management, including review of consultants, vendors, and infrastructure spend, and prepare approvals in line with policy.
  • Partner with financial management on the annual budget process; assist with unit costing and cost-to-serve analysis, with a focus on product & platforms.
  • Contribute to Transformation workstreams, including supporting financial and portfolio management tools (e.g., requirements gathering, testing support, adoption tracking).
  • Maintain headcount reporting and forecasting, including monitoring open roles, attrition, and location mix; reconcile data across sources and flag variances.
  • Support investment governance activities, including assembling business case materials, tracking approval status, and maintaining documentation and logs.
  • Prepare senior-level updates (dashboards, summaries, packs) that are concise, accurate, and action-oriented.
  • Build partnerships across levels to support day-to-day business management needs and deliverables.
  • Support ongoing financial management routines (monthly close/reporting, forecasting, expense tracking), ensuring data quality and timely delivery.

Required qualifications, capabilities and skills:

  • Bachelor's degree required
  • 3+ years of relevant experience
  • Experience supporting budgeting/forecasting, management reporting, expense management, or business management processes.
  • Strong Excel and PowerPoint skills; ability to build clear, accurate materials for leadership.
  • Strong written and verbal communication skills; ability to translate analysis into an understandable business narrative.
  • Comfort working with data (e.g., reconciling sources, summarizing trends, presenting key insights clearly).
  • Demonstrated ownership mindset: proactive, organized, and able to drive tasks to completion with limited direction.
  • Ability to manage multiple priorities and deliver in a fast-paced environment.

Preferred qualifications, capabilities and skills:

  • Financial Services Experience

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.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Analysis Senior Associate in Plano, TX vacancy
  •  ...with business goals in the dynamic environment of financial services. As an Experience Design Senior Associate in Home Lending, you will play a pivotal role in...  ...user experience of our offerings Assist in the analysis of market trends, user research studies, and user... 
    Financial
    Senior

    J.P. Morgan

    Plano, TX
    8 days ago
  •  ...in-class. As a Modeling Analytics - Senior Associate in Credit Card Loss Forecasting, you will...  ...loss forecasts and perform attribution analysis. The role encompasses all aspects of...  ...the key focus of the firm and across the financial services industry. You will excel at... 
    Financial
    Senior
    Temporary work

    J.P. Morgan

    Plano, TX
    13 hours ago
  • $87.7k - $100.1k

     ...Senior Associate, Financial Planning & Analysis - Auto Finance We are seeking a strategic problem solver and intellectually curious associate to join our Capital One Auto Finance Team. As a Senior Associate, Financial Planning & Analysis (FP&A), you will be responsible... 
    Financial
    Senior
    Local area
    3 days per week

    Capital One

    Plano, TX
    4 days ago
  •  ...Job Description As a Quant Analytics Senior Associate within the Fraud Strategy team, you...  ...complex projects independently, from initial analysis through implementation and performance...  ..., Fraud Strategy, or analytics within financial services. ABOUT US... 
    Financial
    Senior

    J.P. Morgan

    Plano, TX
    20 days ago
  •  ...curiosity, and continuous improvement. As a Senior Associate within Payments Operations Strategy,...  ...deliver scheduled reporting and ad hoc analysis while supporting production needs,...  ...Experience supporting Payments Operations, financial services operations, or another high-... 
    Financial
    Senior
    Daily paid

    J.P. Morgan

    Plano, TX
    7 days ago
  •  ...Senior Associate in Home Lending Planning and Analysis (P&A) Join our team to lead the development and enhancement of advanced forecasting models for Home...  ...and impactful contributions to the organization's financial and operational objectives. Job Responsibilities... 
    Financial
    Senior
    Work at office

    Chase

    Plano, TX
    1 day ago
  •  ...Data Science Senior Associate The Finance Decision Optimization team is a group of product,...  ...development lifecycle—from exploratory analysis to model testing to ongoing performance...  ...experience ~3+ years of experience at a financial institution or consulting firm in... 
    Financial
    Senior

    Chase

    Plano, TX
    1 day ago
  •  ...Property Tax – Complex Advisory/Compliance Senior Associate Our Property Tax – Complex Advisory/...  ...Property tax cycle management includes analysis and review of value positions taken in...  ...Join the global leader in risk and financial advisory solutions—Kroll. With a nearly... 
    Financial
    Senior
    Full time
    Temporary work
    Work at office
    Local area

    Kroll

    Richardson, TX
    1 day ago
  •  ...Process Automation And Reengineering Senior Associate Job Description Join the Automation...  ...language used for automation and data analysis ~ Experience building automated solutions...  ...continuous improvement tracking with financial services experience preferred... 
    Financial
    Senior
    Work at office

    Chase

    Plano, TX
    3 days ago
  • As a Quantitative Analytics Senior Associate, you will have the opportunity to shape the future...  ...infrastructure through data-driven insights and analysis. Your role will involve partnering...  ...a plus. ABOUT US Chase is a leading financial services firm, helping nearly half of... 
    Financial
    Senior

    JPMorgan Chase

    Plano, TX
    2 days ago
  •  ...growth for everyone. As a Quant Analytics Associate in the Co-brand Analytics & Reporting...  ...proposal, performing hands‑on data mining and analysis, translating the findings into...  ...management ABOUT US Chase is a leading financial services firm, helping nearly half of America... 
    Financial
    Senior

    慨正橡扯

    Plano, TX
    2 days ago
  •  ...Deposit Forecasting and Analytics Associate Job Description This is...  ..., CFOs, Corporate Planning & Analysis (P&A), Corporate Treasury &...  ...in order to provide senior management more insights into...  ...combination of the following: financial analytics or reporting, treasury... 
    Financial
    Senior
    Work at office

    Chase

    Plano, TX
    5 days ago
  • $101.1k - $115.4k

     ...testing based on the risks and processes associated with the area being audited. Assist in...  ...years of experience in banking, in the financial services industry, in a professional services...  ...- $115,400 for Sr. Assoc, Cyber Risk & Analysis McLean, VA: $111,200 - $126,900 for Sr.... 
    Financial
    Senior
    Full time
    Part time
    Local area
    3 days per week

    Capital One

    Plano, TX
    2 days ago
  •  ...expectations. As a Control Manager - Senior Associate, Control Management in the Corporate Third...  ...control issues, perform root cause analysis, support remediation efforts, and develop...  ...degree with 3+ years of experience in financial services, focusing on controls, audit,... 
    Financial
    Senior
    Work at office
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...excellence across product lines. As a Senior Associate, Product Management for Home Lending Transformation...  ...solutions. Market and competitive analysis experience to identify differentiation...  ...reimbursement, mental health support, financial coaching and more. Additional details... 
    Financial
    Senior
    Visa sponsorship
    Shift work

    JPMorgan Chase

    Plano, TX
    1 day ago
  •  ...cyber defenses. As a Cyber Intelligence Senior Associate at JPMorgan Chase within Supplier...  ...expertise in threat assessment, intelligence analysis, and security research will provide...  ...reimbursement, mental health support, and financial coaching. We recognize that our people... 
    Financial
    Senior

    JPMorganChase

    Plano, TX
    1 day ago
  •  ...Senior Associate In Business Banking Lending Finance Bring your analytical expertise to a role...  ...Finance, you will support pricing analysis, forecasting, and management reporting...  ...You will translate business cases into financial performance analysis, generating actionable... 
    Financial
    Senior
    Visa sponsorship

    Chase

    Plano, TX
    4 days ago
  •  ...United States Position: Data Strategy - Senior Associate As a Data Strategy Senior Associate,...  ...Proven ability to translate data and analysis into insights and strategic recommendations...  ..., or technology‑enabled organizations Financial services or large enterprise experience... 
    Financial
    Senior
    Work at office

    JPMorganChase

    Plano, TX
    2 days ago
  •  ...area for the General Counsel and senior Legal leadership. As a Senior Associate AI Practitioner on the Legal GenAI...  ...capabilities and skills Prior experience in financial services, regulated industries or...  ...summarization, document analysis, mailbox triage or matter intake Experience... 
    Financial
    Senior
    Contract work
    Work at office

    JPMorgan Chase & Co.

    Plano, TX
    3 days ago
  • Senior Associate Control Manager As the first line of defense for JPMorganChase (JPMC), Control...  ...workflow end-to-end, including root cause analysis and working with your business and...  ...Capabilities and Skills 5 years working in financial services, with experience in controls,... 
    Financial
    Senior

    JPMorgan Chase

    Plano, TX
    3 days ago
  •  ...Senior Associate, Global Technology Financial Planning & Analysis 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... 
    Financial
    Senior
    Visa sponsorship
    Shift work

    JPMorgan Chase

    Plano, TX
    5 days ago
  • $88.8k - $101.3k

    Instructional Designer, Senior Associate | Readiness & Associate Experience Capital One, a Fortune...  ..., most analytically sophisticated Financial Services providers in the world. We offer...  ...Business Banking Support the needs analysis process by identifying the additional context... 
    Financial
    Senior
    Full time
    Part time
    Local area

    Capital One

    Plano, TX
    3 days ago
  •  ...through the remote, Hub-based model Completes analysis to competitively identify and price...  ...of businesses, industries, markets, financial and economic concepts Excellent communication...  ...to balance needs of clients with associated risks and interests of the firm. Establishes... 
    Financial
    Senior
    Work experience placement
    Remote work

    JPMorganChase

    Plano, TX
    22 hours ago
  • $128.25k - $195k

     ...area for the General Counsel and senior Legal leadership. As a Senior Associate AI Practitioner on the Legal GenAI...  ...and skills Prior experience in financial services, regulated industries or...  ...regulatory summarization, document analysis, mailbox triage or matter intake... 
    Financial
    Senior
    Contract work
    Work at office

    JPMorgan Chase

    Plano, TX
    5 days ago
  •  ...parties to obtain applicable data to perform a complete analysis. Present credits to senior management on a quarterly basis. Required...  ...childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation... 
    Financial
    Senior
    Work experience placement
    Local area

    JPMorgan Chase

    Plano, TX
    5 days ago
  • National Life Group is seeking a Senior Associate for the Direct Lending Private Credit team. The...  ...credit investments, performing credit analysis, and collaborating with stakeholders....  ...has at least two years of experience in financial services. Benefits commence on day one,... 
    Financial
    Senior

    National Life Group

    Addison, TX
    2 days ago
  • $161.25k - $236.5k

    The Senior Associate, Direct Lending is an essential member of the Private Credit team at National Life Group, responsible for evaluating...  ...market opportunities. The role performs in‑depth credit analysis, financial modeling, due diligence, transaction execution, and... 
    Financial
    Senior
    Work at office
    Flexible hours

    National Life Group

    Addison, TX
    2 days ago
  •  ...decision-making. As a Credit Strategy Senior Associate within the Chase Auto Credit...  ...Job responsibilities Conduct credit analysis and portfolio performance monitoring to...  ...underwriting, or related functions at a large financial institution or credit analytics organization... 
    Financial
    Senior
    Early shift

    JPMorgan Chase & Co.

    Plano, TX
    more than 2 months ago
  • $80.8k - $92.2k

    Sr. Closing Associate Are you looking for a challenging role that includes the convenience...  ...quality reviews of work such as cash break analysis and comprehensive testing of system...  ...competitive, and inclusive set of health, financial and other benefits that support your total... 
    Financial
    Senior
    Local area
    Work from home
    Home office

    Capital One National Association

    Plano, TX
    3 days ago
  •  ....S. and in many of the world’s leading financial centers - New York, London, San Francisco...  ...(BT) as a Family Office Accounting Senior Associate! Our Family Office practice provides accounting...  ...work Performing reconciliations and analysis for balance sheet accounts, including... 
    Financial
    Senior
    Work at office
    Local area
    Worldwide

    Baker Tilly US

    Frisco, TX
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Analysis Senior Associate. Be the first to apply!