Associate, Payments Operations Data Analytics (Tableau, Alteryx)

Testing Site - JPMC; Metro Manila; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

J.P. Morgan seeks a Payment Lifecycle Manager (Transformation Lead) to drive break management modernization in Global Cash Operations. You will lead automation initiatives, partner with cross-functional teams, and shape efficiency, accuracy, and risk controls across regions.

Responsibilities include delivering automation projects, dashboards in Tableau, and defining KPIs/KRIs while collaborating with Risk, AI/ML, and Transformation groups. This role offers impact and growth in a dynamic setup.

Qualifications

• 5+ years in business, data analysis, or process automation.
• Experience in Python and UiPath coding with Studio-X.
• Alteryx to Tableau reporting experience.
• Financial services experience in payment operations or reconciliation.
• Proficient in MS Office (Excel, Visio, PowerPoint).

Responsibilities

• Develop and deliver automation projects using Python and UiPath.
• Lead transformation initiatives for reconciliation break management.
• Plan and execute multiple regional projects.
• Create end-to-end process visualizations and mappings.
• Research and implement business process changes or system modifications.
• Identify and implement process reengineering and optimization strategies.
• Redefine and standardize KPIs and KRIs across regions.
• Collaborate with AI/ML, Recon Platform, Risk and Controls, Operations, and Transformation teams.
• Lead regular business review calls for break management across regions.
• Serve as central data analytics contact to identify trends and root causes.
• Work with Risk, Governance and Compliance to strengthen controls.

Skills

Alteryx

Tableau

Python

UiPath

RPA

Automation

Data analysis

Communication

MS Office

Excel

Visio

PowerPoint

Financial services

Data visualization

Education

Bachelor’s degree or equivalent work experience

Tools

UiPath Studio

Tableau

Alteryx

Job description

Join a world-class team at J.P. Morgan, where your expertise will help shape the future of global financial operations. As part of our transformation journey, you’ll lead impactful initiatives that enhance efficiency and innovation in break management. This is your opportunity to work with industry leaders, leverage cutting-edge automation, and make a tangible difference in how we serve our clients. Be at the forefront of operational excellence and continuous improvement. If you’re passionate about driving change and delivering results, we want you on our team.

As a Payment Lifecycle Manager (Transformation Lead) in the Global Cash Operations and Utilities team, you will spearhead strategic initiatives to optimize break management processes. You will collaborate with cross-functional partners, leverage automation tools, and drive continuous improvement to enhance operational effectiveness. Together, we will set new standards for efficiency, accuracy, and risk management. You will have the opportunity to innovate, influence, and grow in a dynamic, inclusive environment.

Job Responsibilities:

• Develop and deliver innovation projects using automation skills in Python and RPA tools such as UiPath.
• Lead and drive transformation initiatives related to reconciliation break management.
• Initiate, plan, and execute multiple projects across regions and the entire process lifecycle.
• Create end-to-end process visualizations and mapping for break management.
• Research and implement business process changes or system modifications.
• Identify and implement process reengineering and optimization strategies.
• Redefine and standardize KPIs and KRIs across regions.
• Collaborate with AI/ML, Recon Platform, Risk and Controls, Operations, and Transformation teams.
• Lead regular business review calls for break management across all regions.
• Serve as the central point of contact for data analytics to identify trends and root causes.
• Work closely with Risk, Governance, and Compliance to strengthen controls and ensure regulatory adherence.

Required Qualifications, Capabilities, and Skills

• Proven ability to build Alteryx solutions and translate them into Tableau dashboard reporting.
• Minimum 5 years of business, data analysis, or process automation experience.
• Proven experience in Python and UiPath coding using Studio-X and Studio. Good working knowledge of RPA platforms such as UiPath or equivalent.
• Ability to support reusable solutions built on UiPath and Python, including attended bots.
• Experience building Alteryx solutions and translating them into Tableau dashboard reporting.
• Financial services experience in payment operations or reconciliation processes.
• Bachelor’s degree or equivalent work experience.
• Demonstrated automation development and maintenance experience.
• Intermediate to advanced proficiency in Microsoft Office, including Excel, Visio, and PowerPoint.
• Excellent oral and written communication skills with the ability to facilitate discussions.

• Strong analytical skills to identify gaps and opportunities in existing capabilities.

  Preferred Qualifications, Capabilities, and Skills

• Experience with cognitive automation, OCR tools, and AI/ML skills.
• Self-motivated and able to motivate others to meet tight delivery timelines.
• Flexible to work varying shifts as required by project demands.
• Ability to foster partnership and effective communication among team members and stakeholders.
• Demonstrated commitment to client-centric focus and strategic alignment.
• Experience creating a culture of inclusion, empowerment, and execution excellence.
• Proven ability to drive innovation and creative problem solving.