Associate - Auto Treasury Finance
JPMorgan Chase · Posted Oct 7
Global banking, investment, credit card, mortgage, and asset management services
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About the role
The Auto Marketing and Securitization team within JPMorgan Chase Finance delivers recurring profitability and performance reporting, including pro forma reporting that reflects the lifetime profitability of loans and leases. The role sits in Auto Treasury Finance and partners with Pricing, CFO, Risk, and Treasury stakeholders to support planning cycles, variance analysis, and reporting quality. The Associate will handle month-end accruals and forecast routines, build management-ready reporting and dashboards, and drive automation and process improvement using Excel, SQL, Databricks, and Alteryx.
What you will do
- Support month-end accruals, reversals, and forecast routines for the business, including preparation of key reports, reconciliations, and stakeholder commentary
- Assist with annual and ongoing planning activities (forecasting, budgeting, trend/exception monitoring), including documenting assumptions and tracking changes over time
- Perform variance and driver analyses to explain results versus prior forecast/budget and highlight key risks and opportunities
- Develop and monitor key performance metrics, support data quality initiatives, and identify future reporting needs on a variety of topics to senior management
- Build and maintain management-ready materials and recurring deliverables; ensure outputs are accurate, well-controlled, and delivered on time
- Contribute to the design and enhancement of reports and dashboards to improve clarity, automation, and scalability
- Identify opportunities to enhance controls and streamline processes, including automation where feasible (for example, Excel tooling, Databricks/SQL, Alteryx)
- Partner with Pricing, Chief Financial Officer, Risk, and Treasury teams to handle business-change projects, owning end-to-end validation and sign-off
- Support governance and controls, including monitoring data integrity and participating in a robust testing environment
- Troubleshoot production incidents, perform root-cause analysis, and partner with Technology to remediate by fixing or updating PySpark code
- Provide ad hoc analysis and impact analysis on profitability as needed
Skills used in this role
What the employer is looking for
- 4–7 years of experience in Financial Planning and Analysis (FP&A), finance, accounting, or analytics (or equivalent)
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Strong analytical skills with attention to detail; ability to work with large datasets and reconcile results to source information
- Ability to manage multiple priorities in a fast-paced environment and meet tight deadlines
- Strong communication skills—able to summarize findings clearly and concisely in writing and verbally
- Strong interpersonal skills and ability to partner effectively in a matrixed, cross-functional environment
- Positive, collaborative team mindset with high ownership on time-sensitive deliverables
Preferred qualifications
- Advanced proficiency in Microsoft Excel and PowerPoint (executive-ready storytelling)
- Experience with SQL and data platforms such as Databricks and/or Snowflake
- Experience in automation tools like Alteryx
- Exposure to dashboards/reporting tools (for example, Tableau) is a plus
- Experience using AI tools such as large language models (LLM) and Copilot for process optimization
Benefits and support
- Compensation and benefits are detailed in the job posting
About JPMorgan Chase
JPMorgan Chase & Co. is one of the oldest, largest, and most diversified financial services institutions in the world. Operating globally through the J.P. Morgan and Chase brands, the firm provides a comprehensive range of financial solutions including investment banking, consumer and commercial banking, transaction processing, and asset management. Serving millions of consumers and many of the world's most prominent corporate, institutional, and government clients, the company combines deep market expertise with extensive technological investments.
- Industry
- Banking
- Company size
- 320000+ employees
- Founded
- 1799
- Location
- New York, New York, USA
- Funding stage
- Public Company
Leadership
Chairman and Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Global Chief Information Officer
CEO, Asset & Wealth Management
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