Financial Associate – Diversity, Opportunity & Inclusion

JPMorganChase offers a compelling opportunity in Plano, Texas, onsite, focused on Diversity, Opportunity & Inclusion. The Financial Associate role delivers high-quality financial analysis, reporting, and forecasting to empower leaders to make informed decisions within the organization. This position supports a culture of development, collaboration, and professional growth, backed by benefits such as comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Responsibilities

• Build and maintain dynamic relationships with key stakeholders across Finance and the Diversity, Opportunity & Inclusion teams.
• Partner with Business Managers to provide timely financial data, consolidate feedback, and support decision making.
• Support ad-hoc requests and special projects, prioritizing deliverables effectively in a fast-paced environment.
• Conduct deep-dive analyses on key financial issues, identify root causes, and propose actionable solutions.
• Perform variance analysis to understand drivers of business results and develop clear commentary explaining changes from budget for Center of Excellence Leads.
• Identify trends, risks, and opportunities, and proactively surface insights to anticipate leadership questions.
• Support a comprehensive reporting framework, ensuring accuracy, consistency, and timeliness of deliverables.
• Coordinate with the dashboard/reporting team to produce accurate and timely monthly reporting packages.
• Review and validate monthly dashboards to confirm data integrity, reconcile results, and ensure executive-ready outputs.
• Present monthly finance reviews to Diversity, Opportunity & Inclusion Center of Excellence Leads, providing clear narrative and insights on performance versus budget and forecast.
• Support delivery of accurate monthly forecasts by completing discretionary trackers accurately and on time.
• Escalate gaps or risks early.

Requirements

• Bachelor’s degree in Finance or Accounting.
• 2+ years of experience in Financial Services with a background in Finance, Financial Planning & Analysis, Business Management, Accounting, or Consulting.
• Advanced skills in Excel and PowerPoint.
• Advanced verbal and written communication skills, with the ability to articulate complex issues clearly and concisely to senior stakeholders.
• Highly motivated with the ability to thrive under pressure and meet tight deadlines.
• Demonstrated integrity and discretion in handling highly sensitive and confidential information.
• Advanced analytical and problem-solving skills, including ability to analyze large data sets and present conclusions succinctly.
• Self-starter with a proactive, results-oriented mindset and ability to adapt to changing priorities.
• Curiosity and critical thinking skills to anticipate questions from senior management.
• Experience using AI tools to improve productivity, analysis, and/or reporting effectiveness.
• Technologies: Excel, PowerPoint, AI tools.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching