Finance & Business Management - Associate
J.P. Morgan
Accounting & Finance
Plano, TX, USA · Chicago, IL, USA
Join the CB Finance team, in partnership with business managers, strategy, and other finance teams, and lead the business and financial analytics for CB and each of its segments and industries. Be part of a team that provides analyses that lead to public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Earnings, Investor Day, and industry conferences
As a Finance and Business Management Associate on the CB Finance team, you will be responsible for running business and financial analytics and reporting to senior members of the CB sub line of business. You will be expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct "deep dive" analyses on key issues impacting clients to determine root cause and propose solutions. Additionally, you will support senior leadership through reporting and creation of insightful presentations as well as partnering on budgeting and forecasting. You will also take part in building, maintaining, and reviewing recurring and ad hoc financial models and analyses, as well as conducting deep-dive analyses on key client issues to identify root causes and develop actionable solutions
Job responsibilities:
- Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on business trends, financial performance, market strategy, competitive landscape and industry trends
- Assist with senior business leader presentations including Executive Management Reports, Quarterly Business Reviews, Investor Day, Town Halls, and CFO offsites
- Support the quarterly earnings processes
- Partner on budgeting and monthly forecasting, analyzing and clearly articulating revenue, expense and balance sheet variances vs actuals
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management
- Conduct "deep dive" analyses on key issues impacting clients/business to determine root cause and propose solutions
- Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the “so what, now what?” dialogue
- The Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support
Required Qualifications, skills, and capabilities:
- BA/BS in Finance, Economics, Accounting and corporate finance
- 2+ years of related experience
- Experience in corporate financial analytics / understanding of key financial statement drivers
- Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
- Excellent oral & written communication and relationship management skills
- Strong technical and analytical skills, including Excel, PowerPoint; Prior Paragon experience preferred
- Prior experience with automation tools a plus (Python, Sigma, Co-pilot)
Preferred Qualifications, skills, and capabilities:
- Prior Paragon experience
- Prior experience with automation tools (Python, Sigma, Co-pilot)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Join our CB Finance team and play a pivotal role in driving business and financial analytics that shape strategic decisions and public disclosures for the Commercial Bank. As a Finance and Business Management Associate, you’ll partner with senior leaders to deliver insightful analyses, support key presentations, and help identify solutions to complex business challenges. This is an exciting opportunity to collaborate across teams, enhance your analytical skills, and make a meaningful impact on the firm’s performance and growth.