JPMorganChase · 2 days ago
Asset Management - Expense Planning and Analysis - Senior Associate
Plano, TX
Full-time
Onsite
Mid Level
4+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Asset Management - Expense Planning and Analysis - Senior Associate will play a key role in optimizing financial performance through expense forecasting, budgeting, and analysis, while supporting strategic decision-making within the FP&A team.
Asset ManagementBankingFinancial Services
Responsibilities
Handle expense and headcount budgeting, reporting, forecasting and analysis
Perform reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Create financial business cases supporting business initiatives
Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management
Handle oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
Design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamline processes, introduce automation where possible
Qualification
Required
Bachelor's degree in Accounting, Finance or a subject of a technical nature
4+ years of work experience
Advanced skills in Excel, PowerPoint and Anaplan
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Integrity in handling highly sensitive and confidential information
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
Preferred experience in Financial Services, and/or accounting/controller background
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
Hartford Business Journal
2026-01-03
2025-12-19
2025-12-12
Company data provided by crunchbase