JP Morgan Chase & Co.

Senior Associate, Chief Technology Office - Finance & Business Management

JP Morgan Chase & Co.$90K — $120K *
Plano, TX 75025In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required with 4+ years of relevant experience in Financial Services.
  • Experience in budgeting/forecasting, management reporting, or expense management.
  • Strong Excel and PowerPoint skills for creating leadership materials.
  • Proficient in translating complex analysis into clear narratives.
  • Comfortable working with data, summarizing trends and presenting insights.
  • Demonstrated proactive ownership and strong organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

  • Support leadership in tracking objectives and operational metrics.
  • Partner with finance, risk, and technology to align initiatives and prepare communication materials.
  • Manage expense processes and coordinate approvals according to policy.
  • Contribute to annual budgeting and cost analysis, focusing on products and platforms.
  • Support financial tools and processes for transformation workstreams.
  • Maintain accurate headcount reporting and resolve data variances.
  • Coordinate investment governance activities, documenting business cases and approvals.
  • Prepare actionable updates for senior management, including dashboards and summaries.
  • Build partnerships to support day-to-day business management tasks.
  • Execute monthly routines with a focus on data quality and timeliness.

Benefits

  • High impact role with strong exposure to senior leaders.
  • Opportunity to contribute to major firmwide initiatives.
  • Dynamic and fast-paced team environment.
  • Career growth potential within a corporate functions team.
  • Valuable insights into governance and strategic decision-making.
Full Job Description
Job Description

Join a dynamic Finance and Business Management team supporting the Chief Technology Office. In this Senior Associate role, you will help leaders turn strategy into measurable outcomes through clear financial and operational visibility. You will partner across finance, risk, and technology to strengthen governance, reporting, and decision-making. You will thrive in a fast-paced environment by prioritizing effectively, communicating crisply, and delivering high-quality outputs on time. This role offers high impact and strong exposure to senior leaders and major firmwide initiatives.

As a Senior Associate in Finance and Business Management within the Chief Technology Office, you will enable senior leaders with insights, metrics, and governance to execute strategic priorities. You will coordinate across finance, risk, and technology partners to drive clear operating rhythms, high-quality materials, and timely follow-through. You will contribute to expense discipline, budgeting and forecasting, and investment governance by ensuring accurate data, documentation, and reporting. You will help translate complex information into concise, senior-ready narratives that support decision-making.

Job Responsibilities
  • Support leadership in setting objectives, tracking progress, and maintaining operational metrics and reporting.
  • Partner with finance, risk, and technology stakeholders to align priorities, prepare materials, and drive clear communication and follow-ups.
  • Manage expense processes by reviewing business expenses and coordinating approvals in line with policy.
  • Contribute to annual budgeting by supporting unit costing and cost-to-serve analysis with a focus on products and platforms.
  • Enable transformation workstreams by supporting financial and portfolio management tools through requirements support, testing, and adoption tracking.
  • Maintain headcount reporting and forecasting by monitoring open roles, attrition, and location mix, and reconciling variances across sources.
  • Coordinate investment governance activities by assembling business case materials, tracking approvals, and maintaining logs and documentation.
  • Prepare concise, accurate, action-oriented updates for senior management (dashboards, summaries, and leadership packs).
  • Build partnerships across levels to support day-to-day business management deliverables and stakeholder needs.
  • Deliver monthly routines (close, forecasting, and expense tracking) with strong data quality and on-time execution.


Required qualifications, capabilities and skills:
  • Bachelor's degree required with 4+years of relevant experience in Financial Services
  • 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.


Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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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