Asset Management - Expense Planning and Analysis - Senior Associate
Company: JPMorganChase
Location: Plano
Posted on: April 3, 2026
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Job Description:
Description The Asset Management - Expense Planning and Analysis
Associate plays a key role in optimizing financial performance by
managing expense forecasting, budgeting, and analysis. This
position supports strategic decision-making through detailed
expense insights, ensuring effective cost control and alignment
with business goals. As an Asset Management - Expense Planning and
Analysis - Associate within the Financial Planning & Analysis
(FP&A) team, you will be responsible for expense and headcount
management, delivering value-added financial reporting and
analysis, and assisting with strategic direction and decision
making. You will provide leadership across the FP&A teams and
interact regularly with FP&A Managers, line of business CFOs,
and peers across Finance & Business Management and the business.
Job responsibilities: Handle expense and headcount budgeting,
reporting, forecasting and analysis. Perform reporting, analytics
and strategy - including, but not limited to - location strategy,
span of control, reporting and analytics. Create financial business
cases supporting business initiatives. Develop and track
performance metrics, creating presentations, and generally
providing financial analysis on a variety of expense related topics
to senior management. Handle oversight of the process to deliver
month-end results, the forecast for the remainder of the year, and
the budget for future years. Perform variance analysis to
understand the key drivers of the results and presenting commentary
to FP&A managers and line of business CFOs explaining changes
from prior forecasts/budgets. Design new reports and dashboards to
efficiently deliver the financial results to senior management.
Enhance controls and streamline processes, introduce automation
where possible. Required qualifications, capabilities, and skills:
Bachelor’s degree in Accounting, Finance or a subject of a
technical nature. 4 years of work experience Advanced skills in
Excel, PowerPoint and Anaplan. Inquisitive, enthusiastic and
diligent, and capable of challenging peers. Strong verbal and
written communication skills with the ability to articulate complex
issues clearly. Highly motivated and able to thrive and think
clearly under pressure and tight deadlines. Integrity in handling
highly sensitive and confidential information. Team player with the
ability to be respected as a trusted partner for the Business,
Finance, and FP&A Teams. Highly motivated self-starter with
excellent time management/prioritization skills. Strong analytical
and problem solving skills with ability to analyze large data sets
and present conclusions concisely. Preferred qualifications,
capabilities, and skills: Preferred experience in Financial
Services, and/or accounting/controller background.
Keywords: JPMorganChase, Richardson , Asset Management - Expense Planning and Analysis - Senior Associate, Accounting, Auditing , Plano, Texas
