Global Technology Financial Planning & Analysis - Analyst

JPMorgan Chase & Co. • Plano, TX

8d

About The Position

As an Analyst in Corporate Finance, you will support the Global Technology planning and analysis team’s strategic programs and recurring deliverables. You will help analyze technology expenses, prepare value-added reporting, and contribute to budgeting and forecasting activities. With guidance from senior team members, you will collaborate with planning and analysis partners and expense leads across technology. You will help maintain data integrity and support process improvements that enable timely, accurate reporting.

The role partners across finance, strategy, portfolio governance, vendor management, real estate, and human resources to build a consolidated view of technology expenses and support budgeting and forecasting. It offers exposure to financial reporting and analytics that inform leadership decisions, as well as opportunities to develop technical and communication skills in a collaborative, fast-paced environment with senior stakeholder exposure.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Information Systems, or a related field.
• At least 1 year of relevant experience; internship experience in financial planning, reporting, or analytics is beneficial.
• Proficiency in Microsoft Excel and Microsoft PowerPoint.
• Familiarity with collaboration and file-sharing tools such as Microsoft Teams and SharePoint.
• Strong analytical skills, including comfort gathering, cleaning, and manipulating data sets.
• Attention to detail and commitment to producing accurate, high-quality work.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills, with ability to present findings clearly and concisely.
• Sound judgment and ability to work independently on assigned tasks with appropriate guidance.
• Strong organizational and time management skills; motivated self-starter mindset.
• Collaborative approach and ability to build effective working relationships across teams.
• Must be authorized to work in the United States; employment-based immigration sponsorship and assistance with other immigration sponsorship or benefits, including OPT or CPT, are not provided.

Nice To Haves

• Prior internship or project experience in corporate finance, budgeting, forecasting, or management reporting.
• Experience preparing materials for senior audiences, such as leadership updates or business reviews.
• Exposure to process improvement or automation efforts within finance or analytics workflows.
• Comfort working with large data sets and validating data across multiple sources.
• Interest in technology investment topics and how operating expenses are managed in large organizations.

Responsibilities

• Support accurate and timely financial reporting and analysis for technology expenses.
• Assist with month-end close activities, including forecast updates and budget preparation.
• Collaborate with finance and business management partners across technology to develop insights on run rate, risks, opportunities, and efficiency initiatives.
• Prepare executive-ready presentations, analysis, and supporting materials for senior management and other internal stakeholders.
• Perform variance analysis to identify key drivers of financial results and draft clear commentary versus prior forecasts and budgets.
• Contribute to monthly corporate deliverables by coordinating inputs, explanations, and walk-forwards of expense trends and movements.
• Consolidate and review taxonomy reporting and project-level details to ensure consistency across multiple sources.
• Reconcile accounting and financial data to support high-quality reporting and decision-making.
• Enhance controls and support efforts to streamline processes through automation and modeling where appropriate.
• Maintain data integrity through ongoing reviews, checks, and documentation of key assumptions.
• Participate in continuous improvement initiatives and support transformation-related workstreams as needed.

Benefits

• Competitive total rewards package, including base salary determined based on role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Additional benefits and programs based on eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level