Senior Associate, Financial Analysis - Offers & Shopping

About the role

Join the Offers & Shopping Finance team within the Consumer & Community Banking Connected Commerce Finance organization at JPMorganChase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business. As a Financial Analysis Senior Associate, you will drive financial planning, forecasting, budgeting, and long-term modeling, present clear and actionable financial reports and recommendations to senior management, and oversee the preparation and reconciliation of accounting and technical data. You will also maintain and improve financial reporting systems, champion process improvements and automation, collaborate in cross-functional initiatives, monitor key performance indicators, and ensure strong financial controls and compliance.

Responsibilities

• Drive the financial planning and analysis (FP&A) process for the Offers & Shopping business, including forecasting, budgeting, and long-range planning, ensuring alignment with overall business objectives.
• Develop and present executive-level materials to support month-end close processes.
• Contribute to cross-functional initiatives to evaluate and implement new business opportunities, leveraging market research, competitive analysis, and financial modeling to inform decision-making.
• Monitor key performance indicators (KPIs), providing regular updates and insights to leadership to support data-driven decision-making and continuous improvement.
• Champion a culture of innovation and continuous improvement within the team.
• Ensure robust financial controls and compliance, partnering with risk, audit, and other control functions as needed to maintain the integrity of financial processes and reporting.
• Foster strong relationships with internal and external stakeholders.
• Support team members on special projects.

Requirements

• Bachelor's degree in Accounting, Finance, or a subject of a technical nature.
• 4+ years of work experience in Financial Services with a background in Finance, Business Management, Planning & Analysis, Accounting/Controller, or similar fields.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining/gathering and manipulation of data sets.
• Inquisitive, enthusiastic, and diligent.
• Strong verbal and written communication skills.
• Ability to create ad hoc reporting for senior management.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Highly motivated self-starter with excellent time management/prioritization skills, strong analytical, and problem-solving skills.

Additional Information

To be eligible for this role, you must be authorized to work in the United States. JPMorganChase does not offer employment-based immigration sponsorship for this role (including H1B, H4–EAD, OPT, TN, or L visas) or provide assistance/sign documentation for other forms of immigration sponsorship or benefits, including OPT or CPT. Final job grade level and corporate title will be determined at the time of offer and may differ from this posting. This role does not provide relocation assistance; candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

Benefits

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, including:

• Comprehensive health care coverage.
• On-site health and wellness centers.
• A retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits, and cities grow, delivering solutions to solve all their financial needs.

About The Team

Our Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions—all while ranking first in customer satisfaction. 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.