Finance & Business Management - Senior Associate

Location: Wilmington, DE, United States

Job Family: Business Management

About the Role

At JP Morgan Chase, we are at the forefront of financial innovation, and our Finance & Business Management teams play a pivotal role in driving the success of our digital initiatives. As a Senior Associate in Finance & Business Management, you will serve as a trusted advisor, providing expert support and guidance on financial analysis for the Digital Portfolio Budget. Based in Wilmington, DE, this role within our Business Management category offers the opportunity to contribute to transformative projects that shape the future of banking. You will partner closely with technology, product, and executive teams to ensure our digital investments deliver maximum value while maintaining rigorous financial discipline in a dynamic regulatory environment. Your key responsibilities will include conducting in-depth financial modeling, forecasting, and variance analysis to optimize budget allocation across digital portfolios. You will monitor performance metrics, identify risks and opportunities, and recommend actionable strategies to senior leadership. By preparing insightful reports and presentations, you will enable data-driven decisions that align with JP Morgan Chase's commitment to innovation and client-centric solutions. This position demands a proactive approach to process improvements, ensuring compliance with internal policies and industry standards like GAAP and SOX, while fostering collaboration in a fast-paced, cross-functional setting. We seek a seasoned professional with a strong foundation in financial services, eager to leverage their expertise in a role that combines analytical rigor with strategic advisory. Joining JP Morgan Chase means becoming part of a global leader where your contributions directly impact our digital transformation efforts. This Senior Associate position offers not only professional growth but also exposure to cutting-edge technologies and a supportive culture that values diversity, inclusion, and work-life balance.

Key Responsibilities

• Conduct detailed financial analysis and forecasting for the Digital Portfolio Budget to support strategic decision-making
• Serve as a trusted advisor to senior leadership, providing insights and recommendations on budget allocation and optimization
• Collaborate with cross-functional teams, including technology and product groups, to align financial strategies with digital initiatives
• Monitor budget performance, identify variances, and implement corrective actions to ensure fiscal responsibility
• Develop and maintain financial models to evaluate the impact of digital projects on overall portfolio health
• Prepare executive-level reports and presentations on financial metrics and business performance
• Support the annual budgeting process, including scenario planning and risk assessment for digital investments
• Ensure compliance with JP Morgan Chase's financial policies and regulatory standards
• Drive process improvements in financial reporting and analysis to enhance efficiency
• Mentor junior team members on best practices in financial management

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• Minimum of 5 years of experience in financial analysis, budgeting, or business management within the financial services industry
• Strong proficiency in financial modeling, forecasting, and variance analysis
• Experience supporting digital initiatives or portfolio management in a large-scale financial organization
• Ability to handle confidential information with discretion and integrity
• Proven track record of collaborating with cross-functional teams in a fast-paced environment
• Familiarity with regulatory requirements in the banking and financial sectors

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working at a major financial institution like JP Morgan Chase
• Knowledge of digital transformation projects in banking
• Certification such as CFA, CPA, or equivalent
• Prior exposure to agile methodologies in financial operations

Required Skills

• Financial modeling and forecasting
• Budget management and variance analysis
• Data analysis using Excel and financial software
• Strategic thinking and problem-solving
• Communication and presentation skills
• Project management
• Knowledge of financial regulations (e.g., GAAP, SOX)
• Proficiency in tools like Tableau or Power BI for reporting
• Team collaboration and stakeholder management
• Attention to detail and analytical mindset
• Adaptability to digital technologies
• Risk assessment and mitigation
• Leadership and mentoring abilities
• Time management in high-pressure environments
• Understanding of banking digital portfolios

Benefits

• Comprehensive health, 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
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and performance-based bonuses
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements, including hybrid options in Wilmington, DE
• Access to JP Morgan Chase's global mobility and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.