Corporate Finance: Financial Analysis & Business Management – Associate Job at JPMorgan Chase Bank, N.A. – 3.9 in Plano, TX

The Corporate Sector, with an annual operating expense budget of over $12B and headcount of more than 37,000, is managed in two groups: “CTC” (the Chief Investment Office, Treasury and Strategic Investments), and “Other Corporate” (all other functions). The responsibilities below pertain to Other Corporate only.

The Corporate Sector Finance & Business Management (“CS F&BM”) group provides financial management, business management and reporting support for multiple Corporate functions, including Enterprise Technology, Global Real Estate, Risk, Compliance, Finance, Legal, Human Resources, Corporate Responsibility, Audit, Executive and other staff and corporate-aligned areas. Corporate Sector Planning & Analysis (P&A) is a centralized team that partners with the functional teams and supports their CFOs in the 30+ corporate functions that span the Firm. The team coordinates across all Corporate Sector teams and has direct interaction with Firmwide P&A, Investor Relations, Firmwide Regulatory Reporting & Analysis, Corporate Capital Stress Testing, Resolution & Recovery, Corporate Financial Reporting and the Global Finance & Business Management organization among other groups. The team consists of approximately 60 people, with primary locations in Jersey City, Plano, and Mumbai .

This role is part of the Central Analytics and Reporting team within P&A with specific responsibilities that contribute to the execution of the Comprehensive Capital Analysis & Review (CCAR) and Risk Appetite stress testing forecasts, and Resolution & Recovery (R&R). This role will also engage in associated automation related deliverables. The team coordinates the CCAR, Risk Appetite and R&R deliverables across Other Corporate, which encompasses the execution, review and submission to the central teams for Firmwide submissions to our regulators. The Associate will be responsible for working on stress forecasting calculations, preparing presentations and multiple complex projects. You will work closely with the central CCAR and R&R program teams, Control Management, MRGR and multiple functions within Corporate and must be comfortable working in a fast-paced environment with evolving priorities. Documenting processes, driving automation, re-engineering of the operating model and enhancing the control environment are other key aspects of this role.

In a Financial Analysis role, you would be responsible for:
Serve as a liaison across Corporate functions, Firmwide P&A, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda

Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite

Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress; participate in and support ad-hoc special projects and requests as needed

Provide timely and concise updates and escalate issues appropriately

Enhance controls and improve risk environment, including producing, organizing and maintaining documentation

Help drive process improvement and automations to increase operational efficiency


BA/BS in Finance or Accounting (CFA, CPA, MBA a plus) with at least 3+ years of relevant FP&A experience and/or experience with CCAR and R&R deliverables, preferably in the financial services industry

Strong technical and analytical skills, including Excel, PowerPoint, Essbase

Excellent oral and written communication skills

Solid organizational skills and ability to prioritize

Comfortable operating in a demanding and fast-paced environment

Responds with flexibility in dynamic environment and comfortable with addressing ambiguity

Demonstrated ability to partner well, mentor and influence others

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

About the Company

Company: JPMorgan Chase Bank, N.A. – 3.9

Company Location:  Plano, TX

Estimated Salary:

About JPMorgan Chase Bank, N.A. - 3.9