Description

Join the Digital & Platform Services - Wholesale Lending Services Finance Management team as an Associate responsible for delivering financial oversight, forecasting and budgeting coordination, variance analysis, and senior-management reporting supporting Wholesale Lending operations and strategic initiatives. You will partner across Business Managers, Finance, and P&A stakeholders to provide accurate results, clear driver-based insights, and scalable reporting-while advancing centralized process improvements, strong financial controls, and automation (including the use of firm-approved AI-enabled analytics/workflow tools where appropriate) with disciplined governance, documentation, and human review.

Key Responsibilities

• Financial Oversight: Calculate, validate, and consolidate month-end actuals, year-end outlook, and budget / planning submissions, ensuring accuracy, completeness, and alignment to business priorities.
• Variance Analysis & Business Commentary: Produce driver-based variance analyses (Actuals vs Forecast vs Budget), identifying root causes and translating changes into clear, decision-ready commentary for senior leaders.
• Senior Management Reporting & Presentations: Deliver weekly, monthly, quarterly, and ad hoc reporting packages with clear narratives, visuals, and executive summaries. Create concise, high-impact PowerPoint materials that connect financial outcomes to operational drivers.
• Reporting Automation, Dashboards & Data Quality: Build and enhance reporting capabilities, including dashboards and standardized self-service views, improving transparency and reducing manual effort. Where applicable, leverage firm-approved AI-enabled tools to accelerate routine analysis while ensuring human validation, documented assumptions, and audit-ready traceability.
• Centralized Process Improvement & Controls: Drive centralized process improvements to strengthen financial controls and reduce cycle times. Identify control gaps and implement practical remediation steps in partnership with Finance and P&A teams.
• Strategic Project Execution: Support strategic initiatives across Wholesale Lending Services by providing financial analysis, tracking, and storytelling; contribute to project execution through strong data skills and structured problem solving.

Required Qualifications

• Bachelor's degree in Accounting, Finance, or a related quantitative/technical field.
• 5+ years of relevant experience in Finance Management / FP&A (or similar), including forecasting, budgeting, and variance analysis with senior stakeholder exposure.
• Strong technical data capabilities; advanced proficiency in Excel and PowerPoint for modeling and executive presentations.
• Excellent written and verbal communication skills; ability to articulate complex issues clearly and concisely.
• Inquisitive, diligent, and comfortable challenging assumptions constructively; high integrity with sensitive information.
• Proven ability to perform under tight deadlines; collaborative, trusted partner across Business, Finance, and P&A teams.

Preferred Qualifications

• Familiarity with BI tools, databases, and SQL querying.
• Experience improving controls, automating finance processes, and building dashboards/self-service reporting.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.