Senior Associate, Chief Technology Office - Finance & Business Management
Accounting & Finance, IT
Plano, TX, USA
Join a dynamic Finance and Business Management team supporting the Chief Technology Office. In this Senior Associate role, you will help leaders turn strategy into measurable outcomes through clear financial and operational visibility. You will partner across finance, risk, and technology to strengthen governance, reporting, and decision-making. You will thrive in a fast-paced environment by prioritizing effectively, communicating crisply, and delivering high-quality outputs on time. This role offers high impact and strong exposure to senior leaders and major firmwide initiatives.
As a Senior Associate in Finance and Business Management within the Chief Technology Office, you will enable senior leaders with insights, metrics, and governance to execute strategic priorities. You will coordinate across finance, risk, and technology partners to drive clear operating rhythms, high-quality materials, and timely follow-through. You will contribute to expense discipline, budgeting and forecasting, and investment governance by ensuring accurate data, documentation, and reporting. You will help translate complex information into concise, senior-ready narratives that support decision-making.
Job Responsibilities
- Support leadership in setting objectives, tracking progress, and maintaining operational metrics and reporting.
- Partner with finance, risk, and technology stakeholders to align priorities, prepare materials, and drive clear communication and follow-ups.
- Manage expense processes by reviewing business expenses and coordinating approvals in line with policy.
- Contribute to annual budgeting by supporting unit costing and cost-to-serve analysis with a focus on products and platforms.
- Enable transformation workstreams by supporting financial and portfolio management tools through requirements support, testing, and adoption tracking.
- Maintain headcount reporting and forecasting by monitoring open roles, attrition, and location mix, and reconciling variances across sources.
- Coordinate investment governance activities by assembling business case materials, tracking approvals, and maintaining logs and documentation.
- Prepare concise, accurate, action-oriented updates for senior management (dashboards, summaries, and leadership packs).
- Build partnerships across levels to support day-to-day business management deliverables and stakeholder needs.
- Deliver monthly routines (close, forecasting, and expense tracking) with strong data quality and on-time execution.
Required qualifications, capabilities and skills:
- Bachelor’s degree required with 4+years of relevant experience in Financial Services
- Experience supporting budgeting/forecasting, management reporting, expense management, or business management processes.
- Strong Excel and PowerPoint skills; ability to build clear, accurate materials for leadership.
- Strong written and verbal communication skills; ability to translate analysis into an understandable business narrative.
- Comfort working with data (e.g., reconciling sources, summarizing trends, presenting key insights clearly).
- Demonstrated ownership mindset: proactive, organized, and able to drive tasks to completion with limited direction.
- Ability to manage multiple priorities and deliver in a fast-paced environment.
- Ability to design business reporting and analysis that is clear, concise, and actionable.
Additional Information
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).
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
Enable senior technology leaders with financial insights, operational reporting, and disciplined execution across key initiatives.