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Payments Treasury Services - Planning & Analysis – Associate

Own the budgeting and forecasting processes for the Payments Planning and Analysis team
Plano, Texas, United StatesChicago, Illinois, United StatesJersey City, New Jersey, United States
Mid-Level
23 hours agoBe an early applicant
JPMorgan Chase

JPMorgan Chase

Global financial services firm providing investment banking, asset management, commercial banking, and consumer financial products worldwide.

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Payments Financial Planning And Analysis Associate

Join our Payments Planning and Analysis team and shape our business's strategic vision while transforming our finance function into a forward-thinking, connected organization. You'll communicate business promoters to senior leaders, solve complex issues, and collaborate with stakeholders in a dynamic environment. Your work will support the Treasury Services team of the Payments Business, and you'll be involved in monthly business reviews, Quarterly Earnings, and budget cycles.

As a Payments Financial Planning and Analysis Associate in the Payments organization, you will have the opportunity to shape the strategic vision of the business through reporting, analytics, and robust budgeting. This role offers high visibility across the organization and the chance to work closely with a wide variety of stakeholders and senior business leads.

Job Responsibilities:

  • Conduct analysis of business performance and prepare monthly business reviews for senior leaders.
  • Work on the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan
  • Perform ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
  • Provide analytical support for business strategy and own strategic deliverables from concept to completion.
  • Work closely with other Segment P&A teams and the Payments P&A consolidation team
  • Ensure data integrity, accuracy and timeliness in all financial reporting

Required skills, capabilities, and qualifications:

  • 3+ years of experience in a medium to large diverse organization in Finance/Accounting and or management consulting
  • Bachelor's degree in Accounting/Finance
  • Experience in planning, forecasting, budgeting (P&A role)
  • Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
  • Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
  • Strong proficiency with AI tools, Excel, Alteryx, and PowerPoint required
  • Exceptional attention to detail related to providing accurate and timely data

Preferred skills, capabilities, and qualifications:

  • Proficiency with PitchPro preferred

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).

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.

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Payments Treasury Services - Planning & Analysis – Associate
Plano, Texas, United States
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About JPMorgan Chase
Global financial services firm providing investment banking, asset management, commercial banking, and consumer financial products worldwide.