Financial Analysis, MIS - Associate

Job Description

The Firmwide Management Information System (MIS) team within Financial Analysis (FA) is dedicated to ensuring the accuracy, integrity, and timeliness of line of business segment results for actuals. MIS data supports both internal and external reporting requirements, serving key stakeholders such as Planning & Analysis (P&A), Treasury, Controllers, SEC, and Business Management.

As a Financial Analysis Associate, you will play a key role in advancing the modernization and transformation of MIS Actuals reporting by actively contributing to major initiatives. These initiatives encompass onboarding new data sources, enhancing application reporting capabilities, managing reference data, and transitioning reporting processes to cutting-edge technologies. Your responsibilities will include supporting these projects through requirements gathering, strategic roadmap development, testing, and implementation oversight. You will analyze, prepare, and reconcile data, collaborating with various lines of business to improve data transparency and elevate reporting quality.

Responsibilities

• Support projects from initiation through completion, ensuring alignment with business objectives.
• Develop project plans, timelines, gather requirements, support testing, and implementation.
• Coordinate between teams, facilitate meetings, and track deliverables in order to prepare accurate and timeline status reports for management and stakeholders.
• Partner with cross-functional teams—including Finance, Controllers, and Technology—to implement and communicate reporting changes.
• As part of project closure, all documentation is finalized, operational model impacts are assessed, and necessary controls are implemented to ensure a smooth transition and ongoing compliance.

Skills

• BS/MA degree in Finance, Accounting, Information Systems, or equivalent experience.
• 1-2 years of relevant work experience
• Advanced working experience with Microsoft Excel, Microsoft PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Familiar with project management methodologies (Agile) and tools (JIRA).
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong organizational skills by leading multiple medium to large projects simultaneously.

About Us

JPMorganChase, 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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.