Description

Join the CIB DPS Planning & Analysis team to lead the end-to-end Operations & Technology expense allocation process, ensuring accurate, transparent, and well-governed cost assignment to front-office businesses. You'll strengthen controls, connect data across enterprise tools, and deliver executive-ready insights that inform forecasting, budgeting, and senior leadership decisions.

What you'll do

• Own the end-to-end Ops & Tech expense allocation cycle: identify, aggregate, and assign costs to front-office businesses on a defined cadence with high accuracy and timeliness.
• Strengthen financial controls across allocation rules and billing keys; resolve cost center mismatches and blocked centers; protect operating margin through partnership with Business Managers (BMs) and Chief Technology Officers (CTOs).
• Bring deep transparency to intercompany and intracompany allocations; clearly document and explain drivers of inbound allocations to DPS from shared services and other functions.
• Standardize methodologies and governance across Ops & Tech allocation modules; drive process improvements that reduce exceptions and rework.
• Connect the dots across enterprise platforms (e.g., SAPCO corporate allocation, Cognos, Apptio, Allocation Cube); reconcile scenarios and explain variances in plain language.
• Investigate direct and indirect allocations; handle ad-hoc business queries; prepare executive-ready Business Review materials for senior front-office leadership.
• Produce detailed cost-center reporting and analysis across time, organization, and scenario dimensions; translate findings into actionable recommendations for major business lines.
• Partner with global Finance and business management on cost center setup and ongoing financial reference data maintenance.
• Support monthly forecasting, mid-year outlooks, and annual multi-year budgeting; provide value-added analytics for management reviews.
• Lead cross-functional improvements and governance; own complex variance narratives and executive materials; design standard methodologies across modules; mentor peers and drive automation/consistency.

What you'll bring (core qualifications)

• Experience with complex expense allocation or cost accounting in a large enterprise; Ops & Tech or shared services exposure a plus.
• Strong control mindset and familiarity with allocation rules/keys, cost center structures, and margin drivers.
• Proficiency with enterprise finance/ERP and BI tools (e.g., SAP/SAPCO or equivalents, Cognos, Apptio, Allocation Cube); advanced Excel; comfort reconciling data across systems.
• Analytical storytelling skills-able to turn complex allocation drivers into clear, concise insights for senior stakeholders.
• Effective stakeholder management; ability to partner with Finance, BMs, and Technology leadership to align on methodologies and changes.

About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

About the Team

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.