Financial Analysis Associate - Business Banking Expense Management

FP&A oriented associate supporting expense planning, forecasting, and reporting for JPMorgan Chase's Business Banking National Sales.

Responsibilities

• Assist monthly and quarterly expense tracking and forecast updates for Business Banking National Sales.
• Maintain expense models, templates, and tracking files under guidance from senior team members.
• Help monitor controllable expenses including headcount costs, incentives, and travel and entertainment.
• Detect variances versus budget, prior forecasts, and prior periods; provide clear detail and summarize movements and drivers.
• Produce recurring reports and materials used in expense reviews and business updates; ensure data accuracy through validations, reconciliations, and tie-outs.
• Handle ad hoc analyses related to spend trends, forecasts, and assumptions.
• Develop understanding of how expense results connect to broader business performance and decisions; assist in maintaining standard templates, assumptions, and documentation.
• Contribute to forecasting and reporting improvements through automation and tool adoption.
• Build proficiency in financial systems and tools used for expense management; consistently meet deadlines and quality expectations.
• Collaborate with teammates and cross functional contacts to gather inputs and clarify data.
• Seek feedback to strengthen financial analysis and communication; take on increasing responsibility as experience grows.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2+ years of experience in financial analysis, FP&A, business management, accounting, or a related role.
• Strong attention to detail and analytical skills; comfortable working with numbers and data.
• Working knowledge of Excel; willingness to learn advanced modeling and workflow automation tools.
• Clear written and verbal communication skills.
• Dependable with strong organizational skills and ability to manage multiple priorities.
• Familiarity with financial reporting or planning systems.
• Growth mindset with interest in automation, analytics, or process improvement.
• Curiosity and eagerness to learn how financial insights support business decisions.

Technologies

• Excel

Benefits

• Base salary determined by role, experience, skill set and location
• Commission-based pay
• Discretionary incentive compensation (cash and/or forfeitable equity)
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Additional Information

To be eligible for this role, you must be authorized to work in the United States. JPMorgan Chase does not sponsor employment visas for this position, and the company will not provide assistance or documentation for OPT or CPT.

About Us

Chase is a leading financial services firm that serves nearly half of U.S. households and small businesses with a broad range of products. Our mission is to build engaged, lifelong relationships and place customers at the heart of every decision. We also support small businesses, nonprofits, and communities by delivering practical financial solutions.

About the Team

Chase Consumer and Community Banking serves customers through personal banking, credit cards, mortgages, auto financing, investment guidance, small business lending, and payment processing. The division aims to lead in credit card sales and deposit growth, while offering the most-used digital solutions and high customer satisfaction. Global Finance and 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 support business decisions.