Join the Billing Services & Transformation team to help shape how Enterprise Technology investments are planned, allocated, and reported—turning complex demand and cost data into clear insights for senior Finance and Technology leaders. Drive automation, dashboards, and process improvements that shorten cycle times, strengthen controls, and unlock profitability and efficiency across the firm.

As a Senior Associate within the Billing Services and Transformation team you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting with a specific focus on Enterprise Technology allocations. The team is responsible for a wide range of activities including maintaining the technology demand capture tools; analyzing technology demand for budgets, actuals, and forecast; providing data and reporting to assist both LOB partners and technology product owners in understanding allocations; developing new reporting capabilities (e.g. dashboards), and advising the line of business and technology CFOs on how to increase profitability and efficiencies.

You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

• Partner with the technology teams in all areas of financial management with a focus on internal allocations including: budget planning, monthly forecasting and reporting, productivity tracking, run rate analysis, monitoring allocations, and cost recovery

• Manage annual/continual financial planning activities for product area allocations, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports

• Report on and monitor key metrics, driving data quality initiatives across the product area, and help define future needs of the product area

• Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management

• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets

• Help design new reports and dashboards to efficiently deliver the financial results to senior management

• Enhance controls and streamline processes, introducing automation where possible

Required Qualifications, skills, and capabilities:

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature

• 4+ years of work experience,

• Accounting/controller background

• Advanced skills in Excel and PowerPoint

• Inquisitive, enthusiastic and diligent, and capable of challenging peers

• Strong verbal and written communication skills with the ability to articulate complex issues clearly

• Ability to create ad hoc reporting for senior management

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines

• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

• Highly motivated self-starter with excellent time management/prioritization skills

• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred Qualifications, skills, and capabilities:

• Experience in Financial Services

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).