Financial Analysis, Associate
JPMorgan Chase
We are looking for a candidate to join the Finance team in Columbus supporting the various Americas sales channels in our Asset Management (AM) division. The team is responsible for providing value added financial reporting, planning/forecasting and analysis to help our sales teams to improve financial performance, achieve key business priorities, and make informed decisions. The sales channels supported include our Institutional, Retail, Sub-Advisory, and Insurance sales teams based in the Americas. As a Financial Analysis, Associate on the Asset Management team, you will be responsible for various tasks and projects listed below, and will give you a broad exposure to the business drivers of the Asset Management business. You will work closely with the Americas Client CFOs and broader Financial Planning & Analysis team, but will also be expected to interact with the sales managers and sales teams you support. Job Responsibilities Produce weekly/monthly/quarterly reporting of the results and drivers for senior management, and prepare materials for business reviews and other presentations Perform variance analysis to understand the key drivers of the financials and provide commentary explaining changes from prior forecasts/budgets Produce monthly flows forecast and assist with the annual flows budget Review and analyze the results of the AM activity based costing model which assesses the profitability of each of our sales channels and products Coordinate the produce of the sales metric scorecards used to track the performance of all of our individual salespeople against their targets. Work on projects to drive global consistency and create synergies across the regional client financial analysis teams, enhancing controls, streamlining processes, and introducing automation where possible. Required qualifications, skills, and capabilities Bachelor's degree in Accounting, Finance or other related area 2+ years of work experience Advanced skills in Excel and PowerPoint Proficiency with data mining/gathering and manipulation of data sets Inquisitive, enthusiastic and diligent, and capable of challenging peers Strong verbal and written communication skills, with the ability to articulate complex issues clearly Ability to create ad hoc reporting for senior management; proven track record for executing on special projects / assignments, often with little lead time or information 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 skills Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely Preferred qualifications, skills, and capabilities Preferably in Financial Services, and/or accounting/controller background 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). 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-18808-Ljbffr JPMorgan Chase
- ...Senior Associate, Finance & Business Management A unique opportunity exists to join a dynamic Finance & Business Management (F... ...and platforms aligned with the firm's evolving needs. As a Financial Analysis Senior Associate within CTO, you will be a self-starter who...SuggestedWork at officeVisa sponsorshipShift work
- JPMorgan Chase & Co. in Columbus, OH invites a Financial Analysis Associate to join the National Sales Finance team within Business Banking. You will handle reporting, expense and headcount planning, forecasting, and ad hoc projects to support cash management field, partnering...Suggested
- Financial Planning & Analysis - Senior Associate job at JPMorgan Chase & Co.. Columbus, OH. Job Description Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-...SuggestedFull timeTemporary workH1bLocal areaImmediate startRelocationWork visaRelocation packageFlexible hours
- ...business decisions that help drive the business forward. Your primary focus will be support of Cash Management field. As a Financial Analysis Associate in the National Sales finance team, you will be responsible for reporting, expense and headcount planning, forecasting,...SuggestedWork experience placementVisa sponsorshipRelocation package
- Next Frontier Capital is seeking a Financial Analysis Associate to join the Asset Management finance team in Columbus. You will provide reporting, planning, forecasting, and analysis to support Americas sales channels including Institutional, Retail, Sub-Advisory, and...Suggested
- ...collaboration. Job Summary As a Senior Product Associate within the Deposits 2.0 Product... ...insights, market research, competitive analysis, and performance metrics to identify growth... ...in product management, retail banking, financial services, consulting, or a related field...
- ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through... ...Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...DescriptionThe Corporate Finance Senior Associate serves as the primary underwriter for complex... ...in-depth qualitative and quantitative analysis at the client, industry and... ...relationshipsComplete comprehensive analysis on client financial statementsRecommend proper loan...Full timeWork at office
$108k - $200k
...everything we do and we’re looking for associates who are passionate about delivering extraordinary... ...who enjoys complex annuity valuation, financial reporting, and solving thorny modeling... ...construction of testing tools and analysis of product calculations.Constructs, maintains...Full timeTemporary workPart timeCasual workWork at officeRemote work- ...business.As a Quantitative Analytics Senior Associate at JPMorganChase within the Finance... ...development lifecycle—from exploratory analysis to model testing to ongoing performance... ...applied experience3+ years of experience at a financial institution or consulting firm in...
$97k - $180k
...everything we do and we’re looking for associates who are passionate about delivering extraordinary... ...role is responsible for supporting the financial statement preparation and management of... ...enterprise. Coordinates the research, analysis and implementation of new and/or revised...Full timeTemporary workPart timeFor contractorsCasual workWork at officeLocal area2 days per week$97k - $180k
...everything we do and we’re looking for associates who are passionate about delivering extraordinary... ...evaluate, interpret, record and analyze financial data used to prepare statements and/or... ...:Coordinates the research, analysis and implementation of new and/or revised...Full timeTemporary workPart timeCasual workWork at office2 days per week- ...everything we do and we’re looking for associates who are passionate about delivering extraordinary... ...business decisions by connecting financial insight to the levers that shape... ...performance insight.Key responsibilitiesLead analysis that supports strategic decisions related...Full timeTemporary workPart timeWork experience placementCasual workWork at office
- ...reporting through automation and new tools. Real Estate (Retail) Financial Analysis is part of the Consumer Bank Branch Network (BN) Finance... ...for budget and risk scenarios. As an Financial Analysis Associate on the Retail Analysis team, you will be supporting our real...Visa sponsorship
- ..., seeks an individual for a position that involves conducting financial statement audits and assurance projects for clients in the Financial... .... Responsibilities include assisting in audits, financial analysis, and client interaction. The ideal candidate should have a BA...Night shift
- ...forecasting, annual Budget planning, and state-level Medicaid financial operations. This includes supporting membership, revenue and medical... .... Required Qualifications 3+ years of financial analysis experience 3+ years of Microsoft Excel experience; specifically...Local area
- Company Description The most basic of needs is food. Feeding the line is at the core of what we do—putting food into the hands and onto the tables of hungry families. We are committed to creating food access points on all levels. We do this as we continue our work...Full time
- ...innovation journey. As a Senior Product Delivery Associate within the Consumer and Community... ...life cycle 5+ years in Business Analysis/Product Ownership focused on Data/Cube Platforms... ...for cube users.Strong knowledge of financial concepts, including Forecast/Budget and...
- ...Vendor relationships and Vendor Governance / Controls, including analysis and reportingSupport data integrity (i.e., resolve... ...curricular practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions...For contractorsImmediate startVisa sponsorship
$111.1k - $185.1k
...QualificationsBachelor’s or Master’s degree in Finance, Accounting, Information Systems, or related field.5+ years of experience in FP&A, financial systems analysis, or related roles within large, complex organizations.Advanced proficiency in financial modeling, data analytics, and...Full time- ...escalationsRequired Qualifications:4+ years of information security analysis, risk management, business controls, quality assurance,... ...groupsExperience in governing remediation programs in large, complex financial services organizationsExperience managing non-financial risks...Full timeWork experience placementWork at officeWork from homeVisa sponsorship2 days per week3 days per week
$100k
...Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources... ...objectives from face-to-face financial analysis and identifying appropriate insurance and... ...Wealth Management program to staff associates within KEMBA Completes and submits...Bi-weekly payLocal areaRemote work$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps...Full timeContract workFor contractorsWork at office- ...ll play a critical role in ensuring the financial integrity of our capital project portfolio... ...Real Estate Financial Controller, Associate within the Corporate Real Estate Finance... ...and accounting processes, reporting, and analysis including preparing journal entries and...
$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to... ...including requirements gathering, fit-gap analysis, functional design, process design, prototyping... ...the applicable geographic differential associated with the location at which the position...Local areaVisa sponsorship- ...responsible for providing insight into operational and financial business performance for company leadership through analysis of results verses budget, forecast and... ...Grange has also created unique benefits based on associate feedback, including a cultural appreciation...Full timeWork at officeRemote work
$105.4k - $124k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...credit decision, the Credit Analyst conducts a complete credit analysis including gathering, analyzing, and interpreting all types of...Full timeLocal area- ...center of everything we do. We believe great associate experiences create great consumer... ...create feel good moments every day. The Sr Financial Analyst (SFA) supporting the Corporate... ...necessary level of detail to explain variance analysis. Perform ad-hoc financial analysis to...Work at officeLocal areaHome office
- ...Credit Analyst II is responsible for performing financial statement spreading, underwriting and credit analysis to support commercial lending and commercial loan... ...evaluate the strengths and weaknesses associated with credit actions.Engage in the Opportunity Memo...Full timeWork at officeLocal area
- Hexion Inc. in Columbus, Ohio, is seeking a Senior Financial Analyst to advance our Global FP&A function. The role focuses on deploying AI tools to transform financial processes, automate analysis, and provide insights that drive key business decisions. The ideal candidate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Analysis, Associate. Be the first to apply!
- financial advisor training program Columbus, OH
- financial planning assistant Columbus, OH
- entry level financial advisor Columbus, OH
- estate planning consultant Columbus, OH
- associate leveraged finance Columbus, OH
- financial advisor development program Columbus, OH
- oracle financial functional consultant Columbus, OH
- financial advisor part time Columbus, OH
- wealth advisor Columbus, OH
- financial planner cfp Columbus, OH


