Finance & Business Management Senior Associate

Location: Columbus, OH, United States

Job Family: Financial Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a rich history of innovation and client-focused solutions. The Finance & Business Management Senior Associate role in our Columbus, OH office is pivotal in driving the firm's financial strategy through rigorous analysis and reporting. In this position, you will partner with business leaders across various lines, including consumer banking and investment management, to deliver insights that shape decision-making. Your work will involve leveraging cutting-edge financial tools to forecast trends, optimize resource allocation, and ensure the firm's competitive edge in a dynamic market. This role offers the opportunity to contribute to high-impact projects that directly influence JP Morgan Chase's global operations and growth initiatives. As a Senior Associate, you will lead the development of comprehensive budgeting processes and financial models that integrate economic forecasts with internal performance metrics. You will collaborate closely with teams in risk, operations, and strategy to provide variance explanations and scenario planning, ensuring alignment with the firm's overarching goals. Reporting directly to finance leadership, you will prepare executive-level presentations and dashboards that highlight key financial drivers, such as revenue streams from digital banking platforms or cost efficiencies in asset management. Your analytical expertise will be crucial in navigating regulatory landscapes and supporting sustainable profitability in JP Morgan Chase's diverse portfolio. We value professionals who thrive in a collaborative, high-performance culture and are committed to excellence. This position not only demands technical proficiency but also the ability to influence stakeholders and foster innovation in financial practices. Joining JP Morgan Chase means becoming part of a team that empowers you to grow your career while making a tangible impact on the financial services industry. If you are passionate about finance and ready to elevate your expertise in a world-class environment, we encourage you to apply.

Key Responsibilities

• Conduct strategic financial analysis to support business decisions across JP Morgan Chase's corporate functions
• Develop and maintain annual budgets, quarterly forecasts, and long-term financial plans
• Prepare timely and accurate financial reports for senior management and external stakeholders
• Collaborate with cross-functional teams to identify cost-saving opportunities and revenue enhancements
• Monitor key performance indicators (KPIs) and variance analysis to ensure alignment with business objectives
• Support ad-hoc financial projects, including M&A evaluations and capital allocation strategies
• Ensure compliance with internal controls and regulatory standards in all financial reporting
• Provide mentorship to junior analysts and contribute to process improvements in the finance team
• Analyze market trends and economic factors impacting JP Morgan Chase's financial performance
• Present financial insights and recommendations to executive leadership during business reviews

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Minimum of 3-5 years of experience in financial analysis, budgeting, or forecasting within the financial services industry
• Proficiency in financial modeling and advanced Excel skills
• Strong understanding of GAAP and regulatory reporting requirements
• Experience with enterprise financial systems such as SAP or Oracle
• Ability to analyze complex financial data and provide actionable insights
• CFA or CPA certification (or progress toward obtaining one)

Preferred Qualifications

• Master's degree in Business Administration (MBA) with a finance focus
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of risk management and compliance in banking operations
• Familiarity with data analytics tools like Tableau or Power BI
• Experience supporting senior leadership in strategic decision-making

Required Skills

• Financial modeling and forecasting
• Advanced Microsoft Excel and VBA programming
• Data analysis and visualization
• Budgeting and variance analysis
• Strategic thinking and problem-solving
• Communication and presentation skills
• Attention to detail and accuracy
• Project management
• Knowledge of financial regulations (e.g., SOX, Basel III)
• Team collaboration and leadership
• Analytical mindset with quantitative aptitude
• Time management in fast-paced environments
• Proficiency in SQL for data querying
• Risk assessment and mitigation
• Adaptability to changing business priorities

Benefits

• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement for professional development and advanced degrees
• Employee stock purchase plan and performance-based bonuses
• Wellness programs with gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Columbus, OH
• Access to JP Morgan Chase's global learning and development resources

JP Morgan Chase is an equal opportunity employer.