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Finance & Business Management

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 7 days ago

No clicks

**Finance & Business Management Associate**: Support CCB Data & Analytics' finance activities, driving data-driven decisions. Key responsibilities include budgeting, forecasting, variance analysis, and executive reporting. Collaborate cross-functionally to identify automation opportunities and streamline processes. Proficient in Microsoft Office tools and reporting software. Requires Bachelor’s degree, 1+ yrs. of finance experience, and strong analytical skills. Preferred: Business Management/FP&A experience and knowledge of tech financials.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Location: Columbus, OH, United States

Join Consumer & Community Banking Data & Analytics, where we create customer- and employee-obsessed experiences powered by high-quality data and best-in-class advanced analytics. Youll join a global finance team that manages financials and optimizes business performancemeasuring results, delivering value-added analysis, and presenting recommendations to senior leaders across the organization.

As a Finance & Business Management Associate in Consumer & Community Banking Data & Analytics, you will support budgeting, forecasting, reporting, and analysis while helping manage resources and vendor financials. Youll distill complex business problems into clear narratives and executive-ready presentations, act as a connective hub across Product, Engineering, and Design, and identify opportunities to automate and streamline reporting. Your work will improve visibility into spend, headcount, and portfolio executionhelping leaders make faster, better-informed decisions.

Job Responsibilities 
  • Support financial budgeting, reporting, forecasting, and analysis for CCB D&A, including expenses, allocations/chargebacks, and outlook updates
  • Analyze variances, trends, risks, opportunities, and performance against budget, forecast, and targets, identifying key drivers and sensitivities
  • Distill complex business problems into clear narratives and executive-ready presentations, with a strong focus on data visualization and storytelling
  • Synthesize financial and operational data into logical frameworks to support business cases and performance reporting
  • Coordinate vendor financial management activities (forecasting, invoicing support, renewals calendar, contract/PO coordination) with Sourcing and Vendor Management
  • Maintain financial hygiene across recurring processes (e.g., accrual coordination, cost center hygiene)
  • Build business cases for relevant AI use cases and prioritized initiatives, showing both financial and non-financial value across the portfolio
  • Track headcount, hiring plans, and position management; coordinate workforce and capacity planning with HR and business managers
  • Act as a connective hub across Product, Engineering, Design, and partner teams to ensure alignment on financial priorities and deadlines
  • Identify opportunities to streamline and automate reporting and business management workflows, reducing manual effort and improving data quality
  • Support adoption of tooling and best practices across the organization (e.g., Copilot, LLM Suite, AI trainings/agents), and manage multiple projects independently
Required Qualifications, Capabilities, and Skills
  • Bachelors degree
  • 1+ years of financial services experience
  • Exceptional proficiency in Microsoft PowerPoint and Excel, with familiarity with reporting tools (e.g., Tableau, ThoughtSpot)
  • Strong analytical and problem-solving skills, with the ability to analyze data, work independently, and find cost-effective solutions
  • Excellent communication and interpersonal skills, with comfort interacting with senior business and corporate leaders
  • Sound judgment and independent decision-making, with composure in a fast-paced environment
  • Strong organizational skills, with the ability to manage numerous deliverables and adapt to changing priorities
Preferred Qualifications, Capabilities, and Skills
  • Experience in Business Management, FP&A, or Data-focused roles
  • Experience supporting Technology and/or Product organizations, ideally in Data, Analytics, Platforms, or Engineering environments
  • Working familiarity with technology financials and vendor management concepts (e.g., run vs. change, consumption-based vendors, GPU/token usage)
  • Understanding of data and analytics concepts (data platforms/publishing, data governance/management, analytics products, AI/ML delivery)
  • Experience with dashboard reporting or other visual representation of KPIs
  • Intellectual curiosity and a desire to learn new functions and processes across a diverse department
Support budgeting, reporting, and resource management for Consumer & Community Banking Data & Analytics.

Finance & Business Management

Compensation

Not specified

City: Not specified

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

7 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Finance & Business Management Associate**: Support CCB Data & Analytics' finance activities, driving data-driven decisions. Key responsibilities include budgeting, forecasting, variance analysis, and executive reporting. Collaborate cross-functionally to identify automation opportunities and streamline processes. Proficient in Microsoft Office tools and reporting software. Requires Bachelor’s degree, 1+ yrs. of finance experience, and strong analytical skills. Preferred: Business Management/FP&A experience and knowledge of tech financials.

Full Job Description

Location: Columbus, OH, United States

Join Consumer & Community Banking Data & Analytics, where we create customer- and employee-obsessed experiences powered by high-quality data and best-in-class advanced analytics. Youll join a global finance team that manages financials and optimizes business performancemeasuring results, delivering value-added analysis, and presenting recommendations to senior leaders across the organization.

As a Finance & Business Management Associate in Consumer & Community Banking Data & Analytics, you will support budgeting, forecasting, reporting, and analysis while helping manage resources and vendor financials. Youll distill complex business problems into clear narratives and executive-ready presentations, act as a connective hub across Product, Engineering, and Design, and identify opportunities to automate and streamline reporting. Your work will improve visibility into spend, headcount, and portfolio executionhelping leaders make faster, better-informed decisions.

Job Responsibilities 
  • Support financial budgeting, reporting, forecasting, and analysis for CCB D&A, including expenses, allocations/chargebacks, and outlook updates
  • Analyze variances, trends, risks, opportunities, and performance against budget, forecast, and targets, identifying key drivers and sensitivities
  • Distill complex business problems into clear narratives and executive-ready presentations, with a strong focus on data visualization and storytelling
  • Synthesize financial and operational data into logical frameworks to support business cases and performance reporting
  • Coordinate vendor financial management activities (forecasting, invoicing support, renewals calendar, contract/PO coordination) with Sourcing and Vendor Management
  • Maintain financial hygiene across recurring processes (e.g., accrual coordination, cost center hygiene)
  • Build business cases for relevant AI use cases and prioritized initiatives, showing both financial and non-financial value across the portfolio
  • Track headcount, hiring plans, and position management; coordinate workforce and capacity planning with HR and business managers
  • Act as a connective hub across Product, Engineering, Design, and partner teams to ensure alignment on financial priorities and deadlines
  • Identify opportunities to streamline and automate reporting and business management workflows, reducing manual effort and improving data quality
  • Support adoption of tooling and best practices across the organization (e.g., Copilot, LLM Suite, AI trainings/agents), and manage multiple projects independently
Required Qualifications, Capabilities, and Skills
  • Bachelors degree
  • 1+ years of financial services experience
  • Exceptional proficiency in Microsoft PowerPoint and Excel, with familiarity with reporting tools (e.g., Tableau, ThoughtSpot)
  • Strong analytical and problem-solving skills, with the ability to analyze data, work independently, and find cost-effective solutions
  • Excellent communication and interpersonal skills, with comfort interacting with senior business and corporate leaders
  • Sound judgment and independent decision-making, with composure in a fast-paced environment
  • Strong organizational skills, with the ability to manage numerous deliverables and adapt to changing priorities
Preferred Qualifications, Capabilities, and Skills
  • Experience in Business Management, FP&A, or Data-focused roles
  • Experience supporting Technology and/or Product organizations, ideally in Data, Analytics, Platforms, or Engineering environments
  • Working familiarity with technology financials and vendor management concepts (e.g., run vs. change, consumption-based vendors, GPU/token usage)
  • Understanding of data and analytics concepts (data platforms/publishing, data governance/management, analytics products, AI/ML delivery)
  • Experience with dashboard reporting or other visual representation of KPIs
  • Intellectual curiosity and a desire to learn new functions and processes across a diverse department
Support budgeting, reporting, and resource management for Consumer & Community Banking Data & Analytics.