Finance & Business Management

About the job

Join the Firmwide Financial Health team and help provide visibility into the performance and progress of key Financial Health initiatives. You will partner across teams to deliver consistent reporting, monitor performance, and develop insights that support senior leadership decision-making. This role provides the opportunity to contribute to firmwide priorities through business management, analytics, and executive reporting.

As a Finance & Business Management Associate in the Firmwide Financial Health team, you will support the business through business management, performance tracking, and reporting activities, including ADI reporting. You will help provide consistent visibility into Financial Health initiatives and enable leadership to assess performance against strategic objectives. You will analyze program performance, support reporting routines, and provide strategic insights to executive leadership.

Job Responsibilties

• Support execution of ADI and firmwide reporting requirements
• Maintain and enhance reporting processes, ensuring accuracy and timeliness
• Coordinate across stakeholders to deliver consistent reporting outputs
• Conduct scorecard analysis to monitor performance against key performance indicators
• Track initiative progress, including workshops, partnerships, and engagement outcomes
• Standardize reporting across initiatives and stakeholders
• Analyze program performance across Financial Health initiatives
• Identify trends, risks, and opportunities to inform leadership strategy
• Support scenario analysis and business decision-making
• Prepare executive materials, including monthly reporting, business reviews, and leadership updates
• Support ongoing reporting requirements for senior leadership

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance, Business, Analytics, or a related field
• 2 years of experience in finance, reporting, business management, analytics, or a related field
• Strong financial and analytical skills
• Advanced proficiency in Microsoft Excel and data analysis

Preferred Qualifications, Capabilities, and Skills

• Experience supporting business reviews or executive reporting
• Experience working across multiple stakeholders in a matrixed environment
• Experience working with executive leadership

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).

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Additional Information

• Job Identification: 210792760
• Job Category: Business Management
• Posting Date: 2026-10-02
• Job Schedule: Full time
• Locations: 8181 Communications Pkwy Ste C, Plano, TX, 75024, US ()