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Business Banking Finance - Business Management - Senior Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Senior Associate - Business Banking Finance & Business Management**: Lead financial support, data analysis, and reporting for Business Banking sales teams. Key responsibilities include: preparing reports, presentations, and analysis; maintaining balance sheet and income statement data; and collaboratively driving profitability decisions. Bring 4+ years in Banking, Finance, or related fields, along with a Bachelor's degree. Demonstrate strong attention to detail, adaptability, and proficient Microsoft Excel skills. Familiarity with financial systems, PitchPro, Essbase, or Tableau a plus. This US-based role requires the ability to manage multiple tasks, travel occasionally, and communicate effectively.

Compensation
Not specified USD

Currency: $ (USD)

City
Columbus
Country
United States

Full Job Description

Location: Columbus, OH, United States

Join the Business Banking Sales Finance team as a Field Support Associate for an exciting opportunity where you will contribute to the success of our sales teams by providing essential financial support, data analysis, and reporting. This is a great opportunity to build foundational skills in banking finance and gain exposure to business banking operations.

As a Field Support Associate in the Business Banking Finance team, you will assist with financial reporting, help analyze results, and support profitability objectives. You will work closely with the Business Banking finance team, Division Finance Managers, and field teams providing support for presentations, business reviews, and ad-hoc projects. Your role will focus on data gathering, financial analysis, and supporting business initiatives.

Job responsibilities

  • Assist Division Finance Managers and the Business Banking National Sales team with preparing reports, presentations, and analysis.
  • Support the collection and organization of financial data for quarterly management meetings and divisional business reviews.
  • Help maintain and update balance sheet and income statement data for Divisions, Markets, and Areas.
  • Compile statistical and productivity data to support profitability decisions and business initiatives.
  • Collaborate with Market and Area management teams to provide financial data and reporting as needed.
  • Assist with data analysis on customer behavior to support business growth and reporting needs.
  • Support documentation and record-keeping for finance projects and business cases.


Required qualifications, capabilities, and skills

  • At least 4 years of experience in Banking, Accounting, Finance, Data Analytics, or a related discipline (internships or relevant coursework may be considered).
  • Bachelors degree in Finance, Economics, Accounting, or a related discipline.
  • Advanced attention to detail, willingness to learn, and ability to adapt in a fast-paced environment.
  • Good interpersonal, verbal, and written communication skills, with the ability to summarize financial information clearly.
  • Basic proficiency in Microsoft Excel and PowerPoint.
  • Ability to manage multiple tasks and prioritize effectively.
  • Willingness to travel occasionally as required.


Preferred qualifications, capabilities, and skills

  • Familiarity with financial systems is a plus.
  • Exposure to PitchPro, Essbase, Business Objects, Tableau, or Alteryx is a plus, with on-the-job training available.

     

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).

Assist with financial reporting, analysis, and day-to-day support for the Business Banking sales teams.

Business Banking Finance - Business Management - Senior Associate

Compensation

Not specified USD

City: Columbus

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Senior Associate - Business Banking Finance & Business Management**: Lead financial support, data analysis, and reporting for Business Banking sales teams. Key responsibilities include: preparing reports, presentations, and analysis; maintaining balance sheet and income statement data; and collaboratively driving profitability decisions. Bring 4+ years in Banking, Finance, or related fields, along with a Bachelor's degree. Demonstrate strong attention to detail, adaptability, and proficient Microsoft Excel skills. Familiarity with financial systems, PitchPro, Essbase, or Tableau a plus. This US-based role requires the ability to manage multiple tasks, travel occasionally, and communicate effectively.

Full Job Description

Location: Columbus, OH, United States

Join the Business Banking Sales Finance team as a Field Support Associate for an exciting opportunity where you will contribute to the success of our sales teams by providing essential financial support, data analysis, and reporting. This is a great opportunity to build foundational skills in banking finance and gain exposure to business banking operations.

As a Field Support Associate in the Business Banking Finance team, you will assist with financial reporting, help analyze results, and support profitability objectives. You will work closely with the Business Banking finance team, Division Finance Managers, and field teams providing support for presentations, business reviews, and ad-hoc projects. Your role will focus on data gathering, financial analysis, and supporting business initiatives.

Job responsibilities

  • Assist Division Finance Managers and the Business Banking National Sales team with preparing reports, presentations, and analysis.
  • Support the collection and organization of financial data for quarterly management meetings and divisional business reviews.
  • Help maintain and update balance sheet and income statement data for Divisions, Markets, and Areas.
  • Compile statistical and productivity data to support profitability decisions and business initiatives.
  • Collaborate with Market and Area management teams to provide financial data and reporting as needed.
  • Assist with data analysis on customer behavior to support business growth and reporting needs.
  • Support documentation and record-keeping for finance projects and business cases.


Required qualifications, capabilities, and skills

  • At least 4 years of experience in Banking, Accounting, Finance, Data Analytics, or a related discipline (internships or relevant coursework may be considered).
  • Bachelors degree in Finance, Economics, Accounting, or a related discipline.
  • Advanced attention to detail, willingness to learn, and ability to adapt in a fast-paced environment.
  • Good interpersonal, verbal, and written communication skills, with the ability to summarize financial information clearly.
  • Basic proficiency in Microsoft Excel and PowerPoint.
  • Ability to manage multiple tasks and prioritize effectively.
  • Willingness to travel occasionally as required.


Preferred qualifications, capabilities, and skills

  • Familiarity with financial systems is a plus.
  • Exposure to PitchPro, Essbase, Business Objects, Tableau, or Alteryx is a plus, with on-the-job training available.

     

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).

Assist with financial reporting, analysis, and day-to-day support for the Business Banking sales teams.