Financial Management - Senior Associate

Location: Plano, TX, United States

Job Family: Financial Analysis

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to fostering innovation in digital operations and strategic business growth. As a Financial Management Senior Associate in our Plano, TX office, you will play a pivotal role in driving financial oversight and analysis to support our cutting-edge digital initiatives. This position within the Financial Analysis category offers the opportunity to contribute to high-impact projects that enhance our competitive edge in the banking sector, ensuring robust financial health and informed decision-making across our technology-driven operations. In this role, you will collaborate closely with digital product teams, finance leaders, and executive stakeholders to deliver actionable financial insights. Responsibilities include developing sophisticated financial models, monitoring performance metrics for digital platforms, and providing strategic recommendations to optimize costs and drive revenue growth. You will analyze complex datasets to forecast trends, identify risks, and support initiatives like fintech integrations and customer-facing digital solutions, all while adhering to JP Morgan Chase's stringent regulatory and compliance standards. We seek a proactive professional with a strong foundation in financial services, eager to thrive in a collaborative, innovative environment. This senior associate position not only demands technical expertise but also the ability to influence business strategy at one of the world's most respected financial institutions. Join us in Plano, TX, to advance your career while contributing to the future of finance at JP Morgan Chase.

Key Responsibilities

• Conduct comprehensive financial analysis to support digital operations and strategic initiatives at JP Morgan Chase
• Develop and maintain financial models for budgeting, forecasting, and variance analysis
• Provide oversight on financial performance metrics for technology and digital business units
• Collaborate with cross-functional teams to align financial strategies with business objectives
• Monitor and report on key financial KPIs to senior leadership
• Identify cost optimization opportunities and recommend efficiency improvements
• Ensure compliance with internal controls and regulatory standards in financial reporting
• Support ad-hoc financial projects, including M&A due diligence and investment analysis
• Prepare executive-level presentations and insights on financial trends
• Drive process improvements in financial management practices

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 forecasting within the financial services industry
• Strong proficiency in financial modeling and data analysis tools
• Experience with financial oversight in digital operations or technology-driven environments
• Ability to manage multiple priorities in a fast-paced, high-stakes setting
• Knowledge of regulatory requirements in banking and financial services
• Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) designation

Preferred Qualifications

• Advanced degree (MBA) in Finance or related discipline
• Experience working at a large financial institution like JP Morgan Chase
• Familiarity with digital transformation initiatives in banking
• Prior exposure to strategic business planning and risk management
• Proficiency in agile methodologies for financial project management

Required Skills

• Financial modeling and forecasting
• Data analysis and visualization (e.g., Excel, Tableau)
• Budgeting and variance analysis
• Regulatory compliance in financial services
• Strategic planning and business acumen
• Project management and prioritization
• Communication and stakeholder engagement
• Problem-solving and analytical thinking
• Proficiency in SQL and financial software (e.g., SAP, Oracle)
• Risk assessment and mitigation
• Attention to detail and accuracy
• Adaptability in dynamic environments
• Team collaboration and leadership
• Knowledge of digital banking technologies
• Report writing and presentation skills

Benefits

• Competitive base salary and performance-based annual bonuses
• Comprehensive health, dental, and vision insurance coverage
• 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 financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Flexible work arrangements, including hybrid options in Plano, TX

JP Morgan Chase is an equal opportunity employer.