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JP Morgan Chase

Runs a consumer bank and an investment bank

Financial Analysis Senior Associate - Offers and Shopping Finance

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100.7k - $145kIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting, Finance, or a technical discipline is required.
  • At least four years of experience in financial services in finance, business management, planning and analysis, accounting, controllership, or a related field is required.
  • Advanced proficiency in Excel and PowerPoint is required.
  • Ability to gather, mine, and manipulate data sets to support analysis and reporting is required.
  • Strong verbal and written communication skills, including the ability to present insights clearly to stakeholders, are required.
  • Ability to create ad hoc reporting and analysis for senior management is required.
  • Ability to prioritize effectively and deliver high-quality work under tight deadlines is required.
  • Strong analytical and problem-solving skills with sound attention to detail are required.
  • Ability to collaborate and operate as a trusted partner across business and finance teams is required.
  • Motivation, ownership, follow-through, and a continuous improvement mindset are required.
  • Authorization to work in the United States is required.

Responsibilities

  • Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives.
  • Prepare and present executive-level materials supporting month-end close and performance routines.
  • Monitor key performance indicators and deliver regular insights to guide data-informed decisions.
  • Execute financial modeling and scenario analysis to evaluate new opportunities and trade-offs.
  • Partner with cross-functional teams to assess business initiatives using market and performance inputs.
  • Guide continuous improvement efforts across reporting, analysis, and operating routines.
  • Maintain strong financial controls and support compliance by partnering with risk, audit, and other control functions.
  • Build and sustain strong relationships with internal stakeholders across business, finance, and planning teams.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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