Senior Associate, Financial Analysis - Offers & Shopping

Within JPMorgan Chase’s Offers & Shopping Finance team, the Senior Associate in Financial Analysis focuses on FP&A, budgeting, forecasting, and long-range modeling to guide strategic decisions and deliver clear reporting to senior leadership. This role combines financial discipline with opportunity identification, supporting the Offers & Shopping business while pursuing continuous process improvements. Candidates typically bring 4+ years of Financial Services experience and hold a bachelor’s degree.

Responsibilities

• Lead the FP&A cycle for the Offers & Shopping business, including forecasting, budgeting, and long-range planning, ensuring alignment with overall business objectives.
• Develop and present executive-level materials to support month-end close processes.
• Participate in cross-functional initiatives to evaluate and implement new business opportunities, leveraging market research, competitive analysis, and financial modeling to inform decisions.
• Monitor KPIs, delivering regular updates and insights to leadership to enable data-driven decision-making and continuous improvement.
• Promote a culture of innovation and continuous improvement within the team.
• Ensure robust financial controls and compliance, partnering with risk, audit, and other control functions as needed to maintain the integrity of financial processes and reporting.
• Foster strong relationships with internal and external stakeholders.

Requirements

• Bachelor’s degree in Accounting, Finance or a technically oriented field.
• 4+ years of work experience in Financial Services with a background in Finance, Business Management, Planning & Analysis, Accounting/Controller or similar fields.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining and manipulation of data sets.
• Inquisitive, enthusiastic and diligent.
• Strong verbal and written communication skills.
• Ability to create ad hoc reporting for senior management.
• Highly motivated and able to thrive under pressure and tight deadlines.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Highly motivated self-starter with excellent time management and prioritization, strong analytical and problem-solving skills.

Technologies

• Excel
• PowerPoint

Benefits

• Base salary
• Commission-based pay and/or 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 & Co. does not offer immigration sponsorship for this position, including H1B, H4–EAD, OPT, TN, or L visas, and will not provide assistance with sponsorship or related documentation.

About Us

Chase is a leading financial services firm helping nearly half of America's households and small businesses achieve their financial goals through a broad range of products. The mission is to create engaged, lifelong relationships and place customers at the heart of everything we do. The firm also supports small businesses, nonprofits and cities with tailored financial solutions.

About the Team

Our Consumer & Community Banking division serves Chase customers through a wide spectrum of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead in credit card sales and deposit growth while delivering widely used digital solutions and maintaining top customer satisfaction. Global Finance & Business Management focuses on capital strategy, growth and efficiency, robust financial reporting, and proactive risk management, providing insights and recommendations to improve results and navigate market conditions while protecting the balance sheet.