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JPMorganChase · 3 days ago

Financial Planning & Analysis Senior Associate

Plano, TX

Full-time

Onsite

Mid Level

4+ years exp

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Financial Planning & Analysis Senior Associate, you will partner across the firm to provide financial and strategic analysis, manage budgeting and forecasting, and streamline processes through automation.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Manage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports

Lead efficient reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics

Create financial business cases supporting business initiatives

Report on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area

Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management

Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets

Help design new reports and dashboards to efficiently deliver the financial results to senior management

Enhance controls and streamlining processes, introducing automation where possible

Qualification

Financial AnalysisExcelFinancial Services experiencePowerPointData miningAnalytical skillsCommunication skillsProblem solvingTime managementTeam player

Required

Bachelor's degree in Accounting, Finance or a subject of a technical nature

4+ years of work experience in Financial Services, and/or accounting/controller background

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 with often 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

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

Glassdoor4.0

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.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

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)