Reporting & Automation - Retail Banking - Senior Associate jobs in United States
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JPMorganChase · 19 hours ago

Reporting & Automation - Retail Banking - Senior Associate

JPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As a Reporting & Automation Senior Associate for the Consumer Bank, you will analyze financial results, develop automated reports, and collaborate with various teams to support business decision-making.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Assist in National field performance financial analysis and reporting
Develop, automate, and maintain reporting solutions using Excel, Python, VBA, and Alteryx to improve efficiency and accuracy
Collaborate effectively across all Consumer & Community Banking field finance organizations, business/segment partners and other key partners (e.g. Compensation, HR, Legal, Controls, Risk)
Conduct as-needed financial analysis based on senior management requests and develop presentation materials
Manage the development and production of field performance reporting packages for Consumer Bank field leadership and Branch Banking divisional business management teams, focused on evaluating financial outcomes and branch and banker behavior trends
Assist with process improvement initiatives and identify opportunities for automation across reporting and analytics
Maintain superior controls and resiliency standards

Qualification

ExcelPythonVBAAlteryxData AnalyticsProcess ImprovementFinancial AnalysisPowerPointCommunication SkillsOrganizational SkillsProblem SolvingPresentation Skills

Required

At least 4 years of experience in Finance, Analytics or Process Improvement
Bachelor's Degree in Finance, Data Analytics, Statistics, or related field
Advanced proficiency in Excel
Experience with data analytics, data mining/gathering, and manipulation of data sets; ability to present conclusions concisely
Proficient in PowerPoint and reporting/presentation deck creation
Highly organized and attentive to detail
Advanced analytical, problem solving, and planning skills
Solutions-oriented and focused on continuous improvement
Excellent written and verbal communication skills and advanced presentation skills
Experience with process improvement and automation
Inquisitive, enthusiastic, and diligent, with the ability to challenge peers constructively

Preferred

Experience with Python, VBA, and Alteryx
Proven ability to take initiative and achieve results
Skilled and comfortable at working in a highly matrixed organization
Ability to manage multiple (and changing) project deliverables at same time
Business savvy and commercial judgment

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase