Associate, Finance Analysis

JPMorgan Chase & Co.•Chicago, IL

1d•$76,000 - $100,000

About The Position

Shape decisions that help teams serve clients effectively through disciplined financial analysis and clear storytelling. You will partner closely with business leaders to connect headcount and expense plans to strategic outcomes. This role offers broad visibility across planning cycles, performance metrics, and process improvement initiatives. You will help modernize reporting by introducing automation and faster, more reliable insights. Join a team that values collaboration, continuous improvement, and high-quality execution. As an Associate in Financial Analysis team within the Commercial and Investment Bank supporting the Client Onboarding and Service organization, you will be responsible for providing financial and strategic analysis and partnering with leaders on headcount and expense planning. You will prepare, reconcile, and interpret financial and workforce data to support forecasting, budgeting, and timely management reporting. This is an individual contributor role focused on financial management (planning, reporting, controls, and analysis), not people management. You will help develop new reporting capabilities and recommendations that improve business procedures and operating efficiency.

Requirements

Bachelor’s degree
3+ years of work experience in accounting, finance, planning and analysis, business management, or a related field
Advanced skills in Excel and PowerPoint
Strong attention to detail and solid work ethic
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 special projects or assignments with little lead time or information
Team player with the ability to be respected as a trusted partner for the business and Finance and Business Management teams
Highly motivated self-starter with excellent time management and prioritization skills and ability to thrive under pressure and tight deadlines
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Responsibilities

Maintain detailed headcount tracking to support accurate position management, requisition approvals, and reconciliation to budget and outlook
Partner with Client Onboarding and Service leadership and Finance and Business Management teams to generate monthly, annual, and multi-year forecast headcount and direct expenses
Prepare efficiency reporting, analytics and strategy, including location strategy, span of control, reporting and analytics
Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
Perform variance analysis to understand key drivers and present commentary to senior leaders, explaining changes from prior forecasts and budgets
Help design new reports and dashboards to efficiently deliver financial results to senior management
Enhance controls and streamline processes, introducing automation where possible