Job Description

Join our Global Banking Planning & Analysis team and help shape the future of expense and investment management. We are seeking a strategic, analytical, and collaborative professional to deliver insights that drive business performance. This high-visibility role offers the opportunity to work closely with senior leaders and cross-functional partners, supporting key initiatives and financial objectives. If you are passionate about data-driven decision making and thrive in a dynamic environment, we invite you to apply. Be part of a team that values innovation, inclusivity, and continuous improvement.
As an Expense Analytics, Senior Associate within the Global Banking Planning & Analysis team, you will play a critical role in developing frameworks to monitor headcount, direct expenses, allocations, and investments in new products and front office staff. You will collaborate with business partners and senior leaders to prepare management reporting packages, track strategic initiatives, and support budgeting activities. This position offers exposure to executive leadership and the opportunity to influence key financial decisions.
Job responsibilities

• Prepare management reports and frameworks to track investments and strategic initiatives, including expense and headcount updates
• Collaborate with Global Banking line-of-business partners to create and monitor headcount tracking metrics
• Develop summaries to show progress on strategic initiatives, including expense savings and incremental investments
• Provide clear financial analysis to support executive understanding and decision making
• Build strong relationships across finance and business teams to enable effective collaboration
• Consolidate and summarize expense and headcount data, incorporating inputs from front office and support functions
• Support budgeting processes, including communication of centrally managed initiatives and providing oversight
• Partner with Firmwide and line-of-business Planning & Analysis teams to deliver accurate data for senior presentations and management offsites
• Develop robust expense tracking processes for monthly forecasts, analyzing variances from budget
• Communicate findings and recommendations clearly to all levels of management
• Identify opportunities for process improvement and contribute innovative solutions

Required Qualifications, Capabilities, and Skills

• Bachelor's degree in Finance, Economics, Accounting, or related field; minimum 4 years' experience in management consulting, corporate finance, or accounting
• Strong technical and analytical skills, including advanced Excel and experience with financial reporting tools (Essbase, SAP)
• Deep understanding of bank balance sheets, profit & loss statements, and financial data analysis
• Demonstrated ability to create executive-level presentations; skilled in PowerPoint and/or Pitchpro
• Exceptional analytical, problem-solving, and project management abilities
• Strong verbal and written communication skills; comfortable presenting to management
• Ability to build relationships and influence cross-functional partners at all levels
• Attention to detail, creativity, and strategic thinking
• Highly organized, able to synthesize and summarize large data sets
• Proactive work ethic; able to manage multiple tasks and meet deadlines
• Self-starter who challenges the status quo and drives improvements

Preferred Qualifications, Capabilities, and Skills

• Basic knowledge of databases and programming languages (Python)
• Experience with data visualization tools (Tableau, QlikSense)

This position is not eligible for sponsorships.
JPMorganChase, 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 origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Chicago,IL $95,000.00 - $125,000.00 / year

Skills Required