JP Morgan Chase & Co.

Financial Analysis Senior Associate

JP Morgan Chase & Co.$80K — $110K *
Plano, TX 75024In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree required
  • 3+ years of relevant experience
  • Experience in budgeting, forecasting, management reporting, or expense management
  • Strong Excel and PowerPoint skills
  • Excellent written and verbal communication skills
  • Ability to work with data and present insights clearly
  • Proactive, organized ownership mindset
  • Capability to handle multiple priorities in a fast-paced environment

Responsibilities

  • Support CTO leadership in objective setting and operational metrics reporting
  • Collaborate with finance, risk, and tech stakeholders for alignment and communication
  • Oversee expense management, including vendor and consultant oversight
  • Assist with budgeting and cost analysis focused on products and platforms
  • Contribute to financial transformation initiatives and tool support
  • Manage headcount reporting and forecasting, ensuring data accuracy
  • Support investment governance through documentation and tracking
  • Prepare concise updates for senior leadership
  • Build cross-level partnerships for effective business management
  • Ensure quality financial management routines through timely reporting

Benefits

  • Opportunity to work in a dynamic team
  • Engagement with senior technology leaders and finance partners
  • Exposure to innovative technologies and strategic initiatives
  • Development of key financial and analytical skills
  • Experience in a fast-paced, collaborative environment
Full Job Description
JOB DESCRIPTION

A unique opportunity exists to join a dynamic Finance & Business Management (F&BM) team in a Senior Associate role supporting key functions within the Chief Technology Office.  The CTO Office is responsible for integrating new and emerging technologies across JPMorganChase to drive innovation and competitive advantage. The team partners with business and technology leaders to shape strategy, translate research into practical applications, and oversee the design and delivery of critical enterprise products and platforms aligned with the firm’s evolving needs.

As a Financial Analysis Senior Associate within CTO, you will be a self-starter who can manage varying levels of complexity, adapt to shifting priorities, and operate effectively within a global team. Success in this role depends on building strong relationships, driving execution, and ensuring senior management has clear visibility into key initiatives, financials, and business metrics. You will work closely with senior Technology leaders, the CFO organization, and key F&BM partners to enable effective end-to-end execution. You will also demonstrate strong problem-solving skills, an ability to partner effectively across stakeholders, and a track record of delivering in fast-paced environments.

Job responsibilities:

  • Support the CTO Office leadership team in setting objectives, tracking progress, and maintaining operational metrics and reporting.
  • Partner with finance, risk, and technology stakeholders to help ensure alignment, prepare materials, and drive clear communication and follow-ups.
  • Support expense management, including review of consultants, vendors, and infrastructure spend, and prepare approvals in line with policy.
  • Partner with financial management on the annual budget process; assist with unit costing and cost-to-serve analysis, with a focus on product & platforms.
  • Contribute to Transformation workstreams, including supporting financial and portfolio management tools (e.g., requirements gathering, testing support, adoption tracking).
  • Maintain headcount reporting and forecasting, including monitoring open roles, attrition, and location mix; reconcile data across sources and flag variances.
  • Support investment governance activities, including assembling business case materials, tracking approval status, and maintaining documentation and logs.
  • Prepare senior-level updates (dashboards, summaries, packs) that are concise, accurate, and action-oriented.
  • Build partnerships across levels to support day-to-day business management needs and deliverables.
  • Support ongoing financial management routines (monthly close/reporting, forecasting, expense tracking), ensuring data quality and timely delivery.

Required qualifications, capabilities and skills:

  • Bachelor’s degree required 
  • 3+ years of relevant experience
  • Experience supporting budgeting/forecasting, management reporting, expense management, or business management processes.
  • Strong Excel and PowerPoint skills; ability to build clear, accurate materials for leadership.
  • Strong written and verbal communication skills; ability to translate analysis into an understandable business narrative.
  • Comfort working with data (e.g., reconciling sources, summarizing trends, presenting key insights clearly).
  • Demonstrated ownership mindset: proactive, organized, and able to drive tasks to completion with limited direction.
  • Ability to manage multiple priorities and deliver in a fast-paced environment.
  • Ability to design business reporting and analysis that is clear, concise, and actionable.

     

Preferred qualifications, capabilities and skills:

  • Financial Services Experience

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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