The Financial Associate will support the Diversity, Opportunity & Inclusion organization by delivering high-quality financial analysis, reporting, and forecasting that enables leaders to make informed decisions.
As a Financial Associate within the Human Resources Finance & Business Management team, you will partner closely with Finance stakeholders, Diversity, Opportunity & Inclusion Center of Excellence leads, Business Managers, and dashboard/reporting teams to ensure accurate, timely insights on business results, budget variances, and outlooks. The ideal candidate is analytical, detail-oriented, proactive, and comfortable communicating complex financial concepts to senior stakeholders.
Job responsibilities
- Build and maintain dynamic relationships with key stakeholders across Finance and Diversity, Opportunity & Inclusion.
- 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 key 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.
Required qualifications, capabilities and skills
- 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.
Preferred qualifications, capabilities and skills
- Experience supporting executive-level reporting cadences (monthly business reviews, budget reviews, forecasting cycles).
- Comfort working across multiple stakeholder groups and managing competing priorities.
- Advanced attention to detail with a quality-control mindset for dashboards and reporting packages.
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).