JPMorganChase · 2 days ago
Financial Management - Senior Associate
Plano, TX
Full-time
Onsite
Entry, Mid Level
2+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide range of clients. The CIB Financial Management Associate will support financial discipline and strategic decision-making, collaborating with various teams to enhance financial reporting and drive process improvements.
Asset ManagementBankingFinancial Services
Responsibilities
Develop annual financial budgets and forecasts aligned with business drivers and investments
Build strong partnerships with Client Onboarding and Documentation (CO&D) and Applied AIML stakeholders as a trusted financial advisor
Collaborate with Operations and Business Management teams to align financial reporting with strategic objectives
Produce high-quality, insightful materials to support key business messages and decisions
Ensure accurate and timely monthly financial reporting, including dashboards and business review support
Deliver consistent and meaningful data and trend analysis to inform business decisions
Enhance financial controls and streamline processes, introducing automation where possible
Track and support ongoing technology enhancements and automation programs
Integrate cross-line of business financial hierarchies and develop cost-to-serve reporting
Maintain strong financial and control processes to support business strategy
Operate effectively in a fast-paced environment with multiple competing deadlines
Qualification
Required
Bachelor's degree required; Finance or Accounting
2 years of financial management experience
Intermediate computer literacy, including advanced Excel and PowerPoint skills
Strong verbal and written communication abilities
Team-oriented, inquisitive, and critical thinker
Highly motivated self-starter with strong time management and prioritization skills
Proven ability to act independently and make sound decisions
Ability to challenge the status quo and effectively push back when appropriate
Strategic and forward-thinking approach to process improvements
Comfortable working under pressure and adapting to changing demands
Strong work ethic and sense of urgency
Preferred
MBA or CPA
Experience supporting technology or automation initiatives
Familiarity with financial controls and operational metrics reporting
Experience in a large, matrixed organization
Exposure to cross-functional or cross-line of business financial integration
Prior experience in Commercial & Investment Banking
Demonstrated ability to deliver process improvements
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