Financial Analysis - Offers and Shopping Finance - Senior Associate

As a Senior Associate in Offers & Shopping Finance, you will support business leadership through forecasting, budgeting, and long-term financial modeling. The role emphasizes executive-ready reporting, KPI-driven insights, scenario analysis, and strong financial controls within a cross-functional environment.

Role Overview

You will lead financial planning and analysis activities aligned to business objectives, producing materials for month-end close and performance routines. Responsibilities include monitoring key performance indicators, performing scenario analysis to evaluate new opportunities, and partnering across teams to assess business initiatives using market and performance inputs. You will also contribute to continuous improvement across reporting, analysis, and operating routines while maintaining compliance through collaboration with risk and control partners.

Key Responsibilities

• Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives
• Prepare and present executive-level materials supporting month-end close and performance routines
• Monitor key performance indicators and provide regular insights to support data-informed decisions
• Execute financial modeling and scenario analysis to assess new opportunities and trade-offs
• Partner with cross-functional teams to evaluate business initiatives using market and performance inputs
• Drive continuous improvement efforts across reporting, analysis, and operating routines
• Maintain strong financial controls and support compliance through partnership with risk, audit, and other control functions
• Build and sustain relationships with internal stakeholders across business, finance, and planning teams

Qualifications

• Bachelor’s degree in Accounting, Finance, or a technical discipline
• 4+ years of experience in financial services within finance, business management, planning and analysis, accounting, controllership, or related fields
• Advanced proficiency in Excel and PowerPoint
• Proven ability to gather, mine, and manipulate data sets to support analysis and reporting
• Strong verbal and written communication skills, including the ability to present insights clearly to stakeholders
• Demonstrated ability to create ad hoc reporting and analysis for senior management
• Ability to prioritize effectively and deliver high-quality work under tight deadlines
• Strong analytical and problem-solving skills with attention to detail
• Collaborative approach with the ability to operate as a trusted partner across business and finance teams
• Personal motivation, strong ownership, follow-through, and a continuous improvement mindset

Technology

• Excel
• PowerPoint

Compensation and Benefits

• Base salary range: USD 100,700 to 145,000 per year
• Base salary determined based on role, experience, skill set, and location
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation
• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Location and Work Authorization

Location: New York, NY (onsite).

To be eligible for this role, you must be authorized to work in the United States. JPMorgan Chase & Co. does not offer employment-based immigration sponsorship for this role, including H1B, H4-EAD, OPT, TN, or L visas. This role is not eligible for relocation assistance.

Team Context

Offers & Shopping roles sit within the Consumer & Community Banking line of business. Consumer & Community Banking serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing.

Global Finance & Business Management strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk.