JPMorganChase · 10 hours ago
Finance & Business Management - Senior Associate - Consumer Affluent Banking
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $140K/yr
4+ years expJPMorganChase is a leading financial services firm that helps nearly half of America’s households and small businesses achieve their financial goals. The Finance & Business Management - Senior Associate will partner across the firm to deliver financial and strategic analysis, manage budgeting and forecasting, and oversee expense management for the Affluent Banking business within Consumer & Community Banking.
Asset ManagementBankingFinancial Services
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
Perform 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
Perform reporting 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 streamlining processes, introducing automation where possible
Qualification
Required
Bachelor's degree in Accounting or Finance
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
Preferred
Experience using Essbase and General Ledger (preferred, not required)
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
2025-12-19
2025-12-12
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