JPMorganChase · 2 hours ago
National Branch & Self-Directed Investing - Associate
JPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As an Associate in National Branch & Service Finance, you will analyze and prepare financial data, streamline processes, and support financial planning and analysis activities within the firm.
Asset ManagementBankingFinancial Services
Responsibilities
Manage annual/continual financial planning activities for product areas, providing business rationale 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
Complete efficiency 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 monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Develop and track performance metrics, create presentations, and generally provide 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 streamline processes, introducing automation where possible
Qualification
Required
Bachelor's degree in Accounting, Finance or a subject of a technical nature
3+ 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 little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas)
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting
This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring
Candidates must be able to physically work in our offices full-time (5 days)
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.
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Recent News
2025-12-19
2025-12-12
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