Financial Analysis Associate - Business Banking Expense Management

JPMorgan Chase & Co.•Columbus, OH

19h

About The Position

Business Banking is in a period of exciting growth with new roles, new markets, and new challenges that need sharp financial minds like you to help make sense of them. Join our team for an opportunity to be a part of a high-energy finance team where your work directly informs how leadership invests in people, manages costs, and drives the business forward. If you’re early in your career and hungry to build something, not just support it, this is the right seat. As an Associate in the National Sales Expense Management team, you will support expense planning, forecasting, and reporting for Business Banking National Sales — a business that is actively expanding its footprint and adding new banker roles across the country. You will partner with senior finance team members to track controllable expenses, prepare recurring reporting, analyze variances, and ensure data accuracy across forecasts and management materials. In this role, you will gain a strong foundation in FP&A concepts while contributing to disciplined expense management and clear financial insights that support business decision-making. You won’t just be maintaining models — you’ll be helping build them. Additionally, you will play a meaningful role in building the end‑to‑end forecasting infrastructure for a new incentive compensation plan, including expense forecasting, actuals tracking, and variance analysis, for a newly created branch‑based banker role.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field.
2+ years of experience in financial analysis, FP&A, business management, accounting, or a related role.
Strong attention to detail and analytical skills with comfort working with numbers and data.
Working knowledge of Excel; willingness to learn advanced modeling and workflow automation skills and tools.
Clear written and verbal communication skills.
Dependable with strong organizational skills and ability to manage multiple priorities.
Familiarity with financial reporting or planning systems.
Possess a growth mindset with an interest in automation, analytics, or improving processes.
Curiosity and eager to learn about how financial insights support business decisions.

Responsibilities

Support monthly and quarterly expense tracking and forecast updates for Business Banking National Sales
Maintain expense models, templates, and tracking files under guidance from senior team members.
Support monitoring of controllable expenses, including headcount-related costs, incentives, and travel & entertainment.
Identify and flag notable variances versus budget, prior forecasts, and prior periods with clear supporting detail, and summarize key movements and underlying drivers in a clear, concise manner.
Prepare recurring reports and materials used in expense reviews and business updates, and ensure data accuracy through validations, reconciliations, and tie-outs.
Support ad-hoc analysis requests related to spend trends, forecasts, and assumptions.
Develop understanding of how expense results connect to broader business performance and decisions, and assist in maintaining standard templates, assumptions, and documentation.
Contribute to and help shape ongoing improvements in forecasting and reporting efficiency through automation and tool adoption.
Develop proficiency in financial systems and tools used for expense management, and demonstrate reliable execution by meeting deadlines and quality expectations.
Partner with teammates and cross-functional contacts to gather inputs and clarify data.
Actively seek feedback to strengthen financial analysis and communication skills, and take on increasing responsibility as experience and proficiency grow.