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JPMorgan Chase Commercial Bank MMBSI Financial Planning & Analysis - Associate in Plano, Texas

The MMBSI Finance team, in partnership with business managers, strategy and other finance teams, leads the business and financial analytics for MMBSI and each of its segments and industries. In addition, the team provides analyses that lead to public disclosure associated with the business' strategy, financial performance, and industry trends for the Firm's presentations at Investor Day and industry conferences.

The Associate will be an integral member of MMBSI Finance team. The individual will be responsible for running business and financial analytics and reporting for senior members of the MMBSI sub line of business. This role is expected to create, maintain and review financial models and analyses (both recurring and ad-hoc) and conduct \"deep dive\" analyses on key issues impacting clients to determine root cause and propose solutions.

Key responsibilities:

The Associate will be an integral member of MMBSI Finance team:

  • Assist with the dialogue with senior business leadership as well as stakeholders across the Commercial Bank to provide information on the business trends, financial performance, market strategy, competitive landscape and industry trends

  • Help prepare presentation materials and financial analytics for senior management business trends, financial performance, market strategy, competitive landscape and industry trends

  • Maintain and review financial models and analyses (both recurring and ad-hoc)

  • Conduct \"deep dive\" analyses on key issues impacting clients/business to determine root cause and propose solutions

  • Development, consolidation and presentation of insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed

  • Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue

  • The Associate will also have exposure to senior management and the opportunity to drive value-add change by helping to simplify processes, accelerate automation, and enhance analytics and business support


  • BA/BS in Finance, Economics, Accounting and corporate finance with at least 3 to 5 years of experience; Management Consulting, Corporate Finance and/or Accounting experience preferred

  • Understands a Bank's balance sheet and P&L

  • Experience in corporate financial analytics / understanding of key drivers

  • Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker

  • Excellent oral & written communication and relationship management skills

  • Strong technical and analytical skills, including Excel, PowerPoint, Prior Essbase experience preferred

  • Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately

  • Strong work ethic; work well in a fast-paced environment

  • Proactive and have a sense of urgency, ability to manage multiple tasks simultaneously and meet deadlines

  • The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary

  • Ability to build strong partnerships with colleagues

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans