JPMorganChase Logo

JPMorganChase

Senior Associate, Chief Technology Office - Finance & Business Management

Reposted 5 Days Ago
Be an Early Applicant
Hybrid
Plano, TX
Senior level
Hybrid
Plano, TX
Senior level
Support CTO finance leadership by converting strategy into measurable outcomes via budgeting, forecasting, expense management, headcount reporting, investment governance, dashboards, and senior-ready communications. Partner across finance, risk, and technology to maintain operating rhythms, ensure data quality, and deliver timely, actionable materials for decision-making.
The summary above was generated by AI

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).

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.

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.

Similar Jobs

16 Minutes Ago
Easy Apply
Hybrid
Easy Apply
115K-155K Annually
Senior level
115K-155K Annually
Senior level
Artificial Intelligence • Big Data • Computer Vision • Information Technology • Machine Learning • Analytics • Defense
Own the legal operations and contract execution lifecycle, including triage, review, negotiation, tracking, and management of commercial, public sector, vendor, licensing, teaming, subcontract, and NDA agreements. Translate FAR and DFARS requirements into operational procedures, improve contract lifecycle workflows, maintain legal databases, manage federal compliance, protect intellectual property, and support scalable legal operations. Collaborate with business development, engineering, security, IT, and leadership while managing sensitive information and supporting the company’s growth.
Top Skills: Cmmc 2.0Contract Lifecycle Management (Clm)Defense Federal Acquisition Regulation Supplement (Dfars)End User License Agreements (Eulas)Export Administration Regulations (Ear)Federal Acquisition Regulation (Far)International Traffic In Arms Regulations (Itar)NispomNist Sp 800-171
23 Minutes Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound calls and warm leads, consult customers on insurance needs, recommend appropriate coverages, and convert prospects into policyholders. The role includes paid training and Property and Casualty licensing, customer communication, sales closing, and brand representation. Employees must work four weekdays and one weekend day, initially follow assigned evening shifts, and maintain a professional home workspace with reliable wired high-speed internet.
Top Skills: Cable InternetDslFiber InternetPcWired High-Speed Internet
35 Minutes Ago
Easy Apply
Remote or Hybrid
IN, USA
Easy Apply
Senior level
Senior level
Artificial Intelligence • Cloud • Information Technology • Security • Social Impact • Software
Own the end-to-end financial planning and forecasting function, including ARR forecasting, annual operating plans, expense and headcount modeling, scenario analysis, and monthly reforecasting. Deliver budget-to-actual variance analysis, business-driver insights, board reporting, and financial narratives. Partner with business leaders, Accounting, and the Controller while improving forecasting accuracy, reporting workflows, and process efficiency.
Top Skills: ClaudeExcelNetSuiteSaaSSQL

What you need to know about the Seattle Tech Scene

Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.

Key Facts About Seattle Tech

  • Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Amazon, Microsoft, Meta, Google
  • Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Madrona, Fuse, Tola, Maveron
  • Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account