Global Technology Financial Planning & Analysis - Analyst
JPMorgan Chase & Co.
Help shape how one of the world’s leading financial institutions plans and manages technology investment. You will join a planning and analysis team that partners across the firm to build a consolidated view of technology expenses and to support budgeting and forecasting. In this role, you will learn how financial reporting and analytics inform leadership decisions, while building strong technical and communication skills. You will work with partners across finance, strategy, portfolio governance, vendor management, real estate, and human resources. This is an opportunity to grow your career in a collaborative, fast-paced environment with meaningful exposure to senior stakeholders.
As an Analyst in Corporate Finance, you will support the Global Technology planning and analysis team’s strategic programs and recurring deliverables. You will assist with analyzing technology expenses, preparing value-added reporting, and contributing to budgeting and forecasting activities. Working with guidance from senior team members, you will collaborate with planning and analysis partners and expense leads across technology. You will help maintain data integrity and support process improvement efforts that enable timely, accurate reporting.
Job responsibilities
Support accurate and timely financial reporting and analysis for technology expenses
Assist with month-end close activities, including forecast updates and budget preparation
Collaborate with finance and business management partners across technology to develop insights on run rate, risks, opportunities, and efficiency initiatives
Prepare executive-ready presentations, analysis, and supporting materials for senior management and other internal stakeholders
Perform variance analysis to identify key drivers of financial results and draft clear commentary versus prior forecasts and budgets
Contribute to monthly corporate deliverables by coordinating inputs, explanations, and walk-forwards of expense trends and movements
Consolidate and review taxonomy reporting and project-level details to ensure consistency across multiple sources
Reconcile accounting and financial data to support high-quality reporting and decision-making
Enhance controls and support efforts to streamline processes through automation and modeling where appropriate
Maintain data integrity through ongoing reviews, checks, and documentation of key assumptions
Participate in continuous improvement initiatives and support transformation-related workstreams as needed Required qualifications, capabilities and skills
Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field
At least 1 year of relevant experience (internship experience in financial planning, reporting, or analytics is beneficial)
Proficiency in Microsoft Excel and Microsoft PowerPoint
Familiarity with collaboration and file-sharing tools such as Microsoft Teams and SharePoint
Strong analytical skills, including comfort gathering, cleaning, and manipulating data sets
Attention to detail and commitment to producing accurate, high-quality work
Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment
Strong written and verbal communication skills, with ability to present findings clearly and concisely
Sound judgment and ability to work independently on assigned tasks with appropriate guidance
Strong organizational and time management skills; motivated self-starter mindset
Collaborative approach and ability to build effective working relationships across teams Preferred qualifications, capabilities and skills
Prior internship or project experience in corporate finance, budgeting, forecasting, or management reporting
Experience preparing materials for senior audiences (for example, leadership updates or business reviews)
Exposure to process improvement or automation efforts within finance or analytics workflows
Comfort working with large data sets and validating data across multiple sources
Interest in technology investment topics and how operating expenses are managed in large organizations
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). 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 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 17 hours ago
Similar jobs that could be interesting for youBased on the Global Technology Financial Planning & Analysis - Analyst in Plano, TX vacancy
$124.77k - $171.56k
...coordinating complex planning and scheduling using your... ...and Scheduling Analyst serves as a subject matter... ...Conduct advanced risk analysis to identify and proactively... ...Clearances. SNC is a global leader in aerospace... ...provide leading edge technologies and transformative solutions...SuggestedFull timeWork experience placementFor subcontractorWork at office- ...behalf of one of our largest clients — a global technology leader in consumer electronics,... ...'ll do You'll own short-term demand planning and allocation for the company's audio... ...years of experience in supply chain, data analysis, and logistics operations ~ Bilingual...SuggestedContract workTemporary workShift work
- ...seeking a Corporate Planning Analyst to join our Corporate... ...analyze and predict financial, economic, and other... ...Performance Monitoring and Analysis: To track and... ...company and part of the global DENSO TEN Group. The... ...advanced in-vehicle technologies, including automotive...SuggestedFull timeLocal area
$82k - $108.15k
...Finance Analyst This role is a finance role supporting corporate sourcing,... ...including more complex reporting, planning and analysis of Lennox global expenditures and initiatives. What... ...Maintain and ensure the accuracy of financial databases, and monitor and action...SuggestedTemporary workWork at office- ...The Strategic Customer Planning Analyst serves as the primary supply... ...Reporting and Supply Gap Analysis Coordinate and publish weekly... ...cross-functional teams across global regions ~ Ability to manage... ...solutions to the world’s leading technology companies, driving...SuggestedTemporary workLocal area
- loanDepot is seeking a Financial Analyst/Business Analyst to update forecast models, executive materials, and provide ad hoc analysis to enable management decisions. The ideal candidate... ...skills, and ideally Workday Adaptive Planning, with a hybrid Plano, TX work arrangement...
- ...integrating business applications using leading technologies such as TIBCO, Vitria, webMethods, IBM... ...Skill and ExperienceAbility to work in global delivery modelAdditional Required... ...Illness , Hospital Indemnity, Legal)401(k) plan and contributions dependent on salary...Full timeTemporary workRelocation
$85k - $100k
...Description Position: Business Analyst Reports to: Partner,... ...the intersection of product, technology, and operations — translating... ...• Facilitate sprint planning, refinement, and retrospective... ...Experience in insurance, financial services, or a similarly regulated...Full timeWork at office$91.7k - $163.7k
...UnitedHealth GroupOur CompanyOptum is a global organization that delivers care, aided by technology to help millions of people live... ...a Senior Business Systems Analyst at Optum Technology, you will... ...multiple teams or platformsSystems analysis, business process analysis,...Minimum wageFull timeWork experience placementWork at officeLocal areaRemote work$10k
The Opportunity:The Global Business Process Management... ...a Business Process Analyst to help drive measurable... ...external vendors, and technology partners to implement... ...root cause analysis formulating clear problem... ...process assessments, and plans for improvementLead process...Work at officeWork from home$46.5 per hour
...The client you will be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will give you experience in... ...to full-time. POSITION OVERVIEW The Service Planning and Admin Support Specialist is responsible for carrying...Full timeContract workWork at officeMonday to Friday$53.1 per hour
...for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This... ...POSITION OVERVIEW – Business Analyst III The main function... .... Run and support financial simulations to inform supply planning decisions and buffer analysis. Partner with the...Hourly payFull timeContract workMonday to Friday$83.75 per hour
...for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This... ...POSITION OVERVIEW – Business Analyst V The main function... ...RESPONSIBILITIES • Business planning and analysis of performance,... ...to work with numbers, financials, P&L and various...Hourly payFull timeContract workMonday to Friday- ...Fremont, California that offers complete technology services in Mobile development, Web... ...and operations, the company caters to its globally positioned clients by providing dynamic... ...real-time capabilities. Conduct detailed analysis and make recommendations for process improvements...Work experience placement
$90.72k - $121.52k
OverviewThe Infosys Financial Services unit is a global leader in driving digital transformation... ...in leveraging advanced technologies such as AI, cloud, and... ..., providing comparative analysis of features, costs, and... ...Indemnity, Legal)401(k) plan and contributions...Full timeTemporary workRelocation$96k - $144k
.... No relocation is offered.Supply Chain Planning AnalystWHO WE ARE LOOKING FORWe're seeking... ...performance by conducting data-driven analysis, developing strategic plans, and coordinating... ...: No. Our Senior Supply Chain Planning Analyst jobs earn between $96,000.00 - $144,000....Full timeTemporary workLocal areaRelocation$42.5 per hour
...be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will... .... POSITION OVERVIEW – Business Analyst II - Pricing Analyst This role... ...required — team can train ~ Revenue planning experience is a soft preference, not...Hourly payFull timeContract workMonday to Friday$80.2k - $134.25k
...of our frontline teams. The program is globally reaching and has already had had a large... ...continue to ensure adoption of the current technology while also harmonizing policies and... ...incumbent(s) will be responsible for developing plans, testing best practices, and functional...Hourly payFlexible hours$118.8k - $178.2k
...offeredLead Supply Chain Planning AnalystWho We AreAt AT... ...Supply Chain Planning Analyst to support enterprise... ...through data-driven analysis, demand and supply planning... ...policies to improve financial performance.Identify... ..., and approved AI technologies to enhance analysis, forecasting...Full timeTemporary workLocal areaRelocation- A leading real estate investment company is seeking a Budget Analyst in Plano, TX. This role involves fund-level capital planning, financial analysis for portfolio performance, and managing budget approvals. The ideal candidate has 2-3 years of experience in financial...
- ...Development, IT Outsourcing and Technology assistance supplier... ...through industry best practices planned to convey remarkable worth to... ...keenness.Job DescriptionBusiness Analyst with strong UAT Testing Richardson... ...liaison for elicitation & analysis of requirements deliverable....WorldwideShift work
- ...Development, Software Consultancy and Information Technology Enabled Services.Job DescriptionWork... ...-vendor environmentExcellent business analysis skills with banking domain... ...testingAnalytical and Communication skills Planning and Co-ordination skillsQualificationsBachelor...Permanent employmentFull timeH1b
$69 per hour
..., acting as a business analyst for non-IT projects or... ...Conduct promotional analysis for attribution, elasticity, and ROI/financial analysis Build a playbook... ...in Ecommerce business planning, category management, and... ...working with Telecom, Technology, Consumer Electronics,...Hourly payFull timeContract workLocal areaFlexible hours- Job Title Technology & Cybersecurity Risk Management Analyst - ID: 44978 Duration 1 year Start Date ASAP Location: Plano, TX Our Client: A leading global provider of IT, cybersecurity, and technology solutions... ...Offerings: EPO/PPO Medical Plan (Anthem) HMO/PPO Dental...Contract workWork at officeImmediate start
- ...highly-motivated Senior Functional Analyst specializing in Financial Planning System like BPC Planning or SAC.... ...the Finance Accounting System and Technology Manager, the person in this role will... ...requirements gathering, fit/gap analysis, UAT coordination, issue resolution...H1bRelocation package
- The Infosys Financial Services unit is a global leader in driving digital transformation... ...in leveraging advanced technologies such as AI, cloud, and data... ..., providing comparative analysis of features, costs, and... ...Indemnity, Legal) 401(k) plan and contributions dependent...Full timeTemporary workRelocation
- ...Business Analyst Job Location: Plano, TX Job Type: Full-Time /... ...Contract Job Description: Analysis/evaluation of Business,... ...projects, developing project plans, and monitoring performance.... ...Consulting and Software Company " and "Excellence in Technology Services"...Full timeContract work
- WCL Group is seeking a Business Analyst III - Demand Planning & Sales Operations Analyst for a fully onsite role in Plano, TX. The contract is for 6 months with a high likelihood of extension or conversion to full-time. The position focuses on forecasting, channel inventory...Full timeContract work
$55.55 per hour
...HIGHLIGHTThe client you will be working for is a Top 20 Fortune Global 500 Consumer Electronics and Technology Company. This opportunity will give you experience in... ...company policy and regulatory expectations. Project Planning and Roadmap: Work with marketing and retail business...Full timeContract workLocal areaMonday to Friday- ...Overview Sprout is a global IT hardware retirement provider for... ...: As a Business Systems Analyst at Sprout, you are the bridge... ...our operations teams and our technology group. Sprout runs on SmartERP... ..., backlog grooming, sprint planning. • Experience with work management...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Global Technology Financial Planning & Analysis - Analyst. Be the first to apply!
Related searches
- commercial finance analyst Plano, TX
- financial crimes analyst Plano, TX
- financial analyst Plano, TX
- finance analyst full time Plano, TX
- senior financial data analyst Plano, TX
- strategic finance analyst Plano, TX
- senior financial analyst remote Plano, TX
- entry level financial analyst no experience Plano, TX
- financial analyst contract Plano, TX
- capital market analyst Plano, TX




