Strategic Financial Planning & Analysis - Associate

Job Description

Join our dynamic Finance & Business Management (F&BM) team supporting Wholesale Lending Services, where you will collaborate with senior leaders to deliver impactful financial insights and drive strategic objectives. You will play a key role in shaping business outcomes through financial planning, analysis, and executive-level reporting.

As a Finance / Business Manager Associate in Wholesale Lending Services, you will lead budgeting, forecasting, and financial reporting to support business decision-making. You will partner with leaders across Finance, Product, Operations, Business Management, and Data & Analytics to drive financial performance and deliver actionable insights. Your work will help ensure senior management has visibility into key initiatives, business metrics, and financials, contributing to the success of the organization.

• Lead annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals.
• Prepare, analyze, and present financial reports to senior management on a monthly, quarterly, and annual basis.
• Develop and maintain financial models for forecasting, scenario planning, and strategic decision‑making.
• Evaluate investment opportunities and prepare business cases to support capital allocation.
• Conduct variance analysis to explain financial results versus budget, forecast, and prior periods.
• Serve as a trusted advisor to business leaders, providing financial guidance and supporting strategic initiatives.
• Identify and implement process improvements to enhance Finance & Business Management (F&BM) efficiency.
• Perform ad hoc financial analysis to support business decisions and special projects.

• Bachelor’s degree in Finance, Accounting, Business, or related field.
• Progressive experience in financial planning and analysis (FP&A), financial analysis, or related roles.
• Strong proficiency in Excel, PowerPoint, and financial modeling.
• Excellent analytical, problem‑solving, and organizational skills.
• Strong verbal and written communication skills, with the ability to present complex information clearly.
• Proven ability to work collaboratively across functions and build effective business partnerships.
• High attention to detail and commitment to accuracy.
• Ability to manage multiple priorities in a fast‑paced environment.

• MBA, CPA, CFA, or similar qualifications.
• Experience in financial services or prior FP&A experience.
• Experience with data visualization tools such as Tableau or Power BI.

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national…