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Senior Financial Associate: CCB Operations Finance

Job Description

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


Senior Financial Associate:  CCB Operations Finance


The successful candidate will be a member of a team that is responsible for financial and analytical support for functions within Consumer and Community Banking (CCB).  The team serves as a planning and analytical resource to help executives manage, forecast, plan and gain insight into the financial profitability of the business. Group responsibilities include managing the monthly and quarterly forecast process, coordinating financial reporting, managing the annual budget/mid-year forecast process, conducting financial and strategic analytic projects and providing insight and decision support to business management and CCB Finance. The role will use Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis.


Role & Responsibilities


The Senior Financial Associate works closely with business managers to enhance and identify risks and opportunities along with creating budgets and forecasting for both direct and indirect expenses in the Operations Infrastructure organization.


The Senior Financial Associate will also review, analyze and make recommendations regarding incoming and outgoing expenses.  In addition, you will develop management reports and track actual expenses vs. budget or forecasts with appropriate variance explanations.  Core activities associated with the position include the following:

·    Manage total recoverable expense base

·        Develop the annual budget and monthly forecasts

·        Prepare expense tracking for key initiatives

·        Support (design/modify/review) the reporting around EMRs, performance dashboards, expenses, and headcount as per business requirements

·        Consolidate, monitor, and present month-end close results

·        Consolidate reporting & analysis of operating expenses by functional departments and business segments 

·        Effectively analyze and report variances of actual results to budget and forecast

·        Preparation of insightful, high quality senior management presentations

·        Support ad hoc requests from the business, senior management, and CCB P&A.

·        Contribute to driving expense reduction initiatives across CCB

·        Support continuous improvement initiatives

·        Maintain & coordinate calendar of deliverables



·        Bachelor's degree required

·        Minimum of 4-6 years of financial/accounting management experience

·        Experience in Retail Financial Service/ banking industry preferred

·        Strong team player

·        Excellent communication and partnering skills

·        Strong analytical skills and attention to detail

·        Ability to multi-task and work autonomously within team environment

·       Ability to research issues/problems and provide a 'solution-based' approach

·        Adaptable to change and ambiguity in the work environment

·       Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)

·        Knowledge of Essbase would be an added advantage

·        Ability to interpret financial data and prepare financial reports


Req #: 160025756
Location: Tempe, AZ US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

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