Finance Business Manager - Payments Client Onboarding and Service - Sr Associate

Testing Site - JPMC; São Paulo; On-site; BRL 180,000 - 280,000; Full time

Job summary

J.P. Morgan is seeking a Finance Business Manager for Payments Client Onboarding and Service in a Sr Associate role in São Paulo. The role partners with Payments leadership to drive performance, risk management, and initiatives while delivering executive-ready insights and robust governance.

The candidate will support onboarding, service excellence, and cross-functional collaboration, shaping planning, budgeting, and cost management with a strong controls framework.

Qualifications

• Bachelor’s degree in a business or related field.
• 5+ years in financial services or strategic business roles.
• Advanced proficiency in Excel and PowerPoint.
• Strong analytical skills and ability to distill insights.
• Excellent written and verbal communication skills.
• Comfortable in a fast-paced, consulting-style environment.

Responsibilities

• Deliver analytics, financial reporting, and dashboards for leadership.
• Track KPIs, service metrics and project outcomes for performance.
• Leverage finance, banking, credit and risk knowledge to propose solutions.
• Support portfolio governance with progress tracking and materials.
• Identify and document business risks and maintain controls.
• Create executive-ready presentations and business narratives.
• Collaborate across Finance, Operations, Tech to optimize planning and budgeting.
• Act as chief of staff for regional CS&I, coordinating leadership meetings.
• Support process improvements and automation initiatives.

Skills

Analytical skills

Communication skills

Attention to detail

Fast-paced environment

Problem solving

Education

Bachelor’s degree in Business Administration, Finance, Economics, Engineering, or related field

Tools

Excel

PowerPoint

Alteryx

Tableau

Job description

Finance Business Manager - Payments Client Onboarding and Service - Sr Associate

Job Information

• Job Identification 210716697
• Job Category Business Management
• Business Unit Commercial & Investment Bank
• Posting Date 02/24/2026, 05:32 PM
• Job Schedule Full time

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.

Job Description

As a Finance Business Manager, you will serve as a strategic partner to Payments leadership, driving business performance, risk management, and key initiatives alongside senior leaders and cross-functional teams. You will deliver operational and financial insights, executive-ready materials, and robust performance management, while ensuring strong controls and effective stakeholder communications. This role combines analytical rigor and governance oversight with hands‑on support for client onboarding and service excellence, emphasizing structured execution and measurable results.

Job Responsibilities

• Deliver impactful business performance analytics, financial reporting, and operational dashboards that empower CS&I leadership to make strategic, data-driven decisions.
• Monitor, analyze, and communicate key performance indicators, service metrics, and project outcomes to drive operational excellence and continuous improvement.
• Leverage knowledge of business, finance, banking, credit, and risk management to help identify, recommend, and promote solutions that best serve clients and support portfolio profitability.
• Assist in portfolio governance by tracking initiatives, monitoring progress, and preparing materials for leadership reviews and steering committees.
• Proactively identify, elevate, and mitigate business risks; ensure robust risk and control documentation to maintain compliance with firm standards.
• Prepare executive-ready presentations, business cases, and narratives that synthesize complex information into actionable insights for senior stakeholders.
• Facilitate cross-functional collaboration with Finance, Operations, Technology, and other partners to optimize planning, budgeting, forecasting, and expense management for CS&I.
• Serve as the chief of staff for the regional CS&I team, orchestrating strategic meetings, setting agendas, and ensuring follow-through on key initiatives with leadership and cross-functional partners.
• Contribute to process improvement initiatives, automation projects, and best practice sharing across the business.

Required skills, capabilities and Qualifications

• Bachelor’s degree in Business Administration, Finance, Economics, Engineering, or related field.
• 5+ years of experience in financial services, business management, or a similar strategic role.
• Advanced proficiency in Excel and PowerPoint.
• Strong analytical skills, attention to detail, and ability to distill complex information into key insights.
• Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
• Comfortable working in a fast-paced, consulting-style environment.

Preferred skills, capabilities and Qualifications

• Experience with Alteryx or Tableau is a plus.
• Experience in Payments or understanding of payments products and processes is preferred.
• Fluent in Spanish is a plus.

Personal Attributes

• Growth mindset and intellectual curiosity.
• Proactive, self-motivated, and resilient under pressure.
• Strategic thinker with a control mindset and commitment to business integrity.

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.