Operations Finance Senior Associate - Expense Management & Analysis

Overview

We are seeking a highly skilled Operations Finance Senior Associate - Expense Management & Analysis to join our team. The successful candidate will join a team dedicated to providing financial and analytical support for Consumer & Community Banking Operations. The team acts as a strategic partner, assisting executives in managing, forecasting, planning, and gaining insights into key business metrics such as expenses, volumes, and unit costs.

Responsibilities encompass overseeing the monthly forecasting process, coordinating financial reporting, managing annual and mid-year budget processes, conducting financial and strategic analyses, and delivering decision support to Operations Senior Management and Consumer & Community Banking Finance. The role leverages tools such as Excel, PowerPoint, LLM, Alteryx, Tableau, and JPMorgan’s financial platforms to produce impactful reports and analyses.

As an Operations Finance Senior Associate – Expense Management & Analysis in Consumer & Community Banking, you will partner with business stakeholders to identify risks and opportunities, while developing budgets and forecasts for both direct and indirect expenses within the Consumer & Community Banking Operations organization. This role also involves reviewing, analyzing, and providing recommendations on expense transactions. Additionally, the associate prepares management reports and monitors actual expenses against budgets or forecasts, offering clear explanations for any variances.

• Partner with senior leaders and Managing Directors, becoming their trusted finance advisor and go-to resource for expense management and strategic insight.
• Lead the development of annual budgets and monthly forecasts, tracking key initiatives and identifying opportunities for cost optimization.
• Create and deliver high-quality, insightful presentations for senior management, helping forward decision-making at the highest levels.
• Analyze and recommend improvements for incoming and outgoing expenses, ensuring financial discipline and transparency.
• Design, modify, and review performance dashboards, expense reports, and headcount analytics using tools like Excel, PowerPoint, LLM, Alteryx, and Tableau.
• Consolidate and present month-end close results, providing clear variance explanations and actionable recommendations.
• Support continuous improvement and expense reduction initiatives, contributing to the ongoing success of the Consumer & Community Banking Operations Finance team.
• Maintain and coordinate a calendar of deliverables, ensuring seamless operations and leadership continuity.
• Help promote strategic initiatives within the business with direct exposure to senior management.
• Work in a collaborative, supportive environment that encourages innovation and continuous learning.

• Bachelor’s degree required.
• 4 years of financial/accounting management experience.
• Advanced analytical skills, attention to detail, and a solution-oriented mindset.
• Excellent communication, partnering, and leadership abilities.
• Proficiency in Excel and PowerPoint/Pitch Pro.
• Adaptability, autonomy, and a passion for fostering results in a fast-paced environment.

• Experience in retail financial services or banking industry preferred.
• Knowledge of Essbase is a plus.

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).