Finance & Business Management - Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 95,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a strategic Finance & Business Management professional to support the Merchant Services (Payments) business in Plano, TX.

You will lead financial processes, budgeting, and monthly reviews for the Small & Medium business segment, partnering with senior leadership. The role emphasizes data analytics, executive presentation development, and cross-functional collaboration across finance and project teams.

Qualifications

• Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials.
• Analytical and problem-solving skills; advanced Excel and PowerPoint; handle large datasets and derive insights for decision-making.
• Demonstrated ability to manage multiple priorities in a fast-paced environment with strong organization and attention to detail; effective time management.
• Able to collaborate across large, matrixed teams; build trusted relationships at multiple levels; provide direction and partner with leadership to implement business solutions.
• Self-motivated, tenacious, and able to work independently; comfortable pivoting focus with shifting priorities while maintaining quality outcomes.
• PitchPro+ for executive-level presentation development; Advanced Excel (or Alteryx) for analytics and reporting automation.

Responsibilities

• Reporting and analytics: Create and maintain recurring and ad-hoc reporting; surface trends, risks, and opportunities.
• Executive materials: Develop and deliver polished materials; produce mock-ups for presentations and dashboards; use PitchPro+ for exec presentations.
• Stakeholder engagement: Coordinate with managers, finance, project managers, and other F&B teams; respond to exec ad-hoc requests across PM, presentation, and analysis.
• Data tooling: Use Excel to organize large datasets and produce actionable insights and concise conclusions.
• Problem solving and delivery: Identify issues, design solutions, and communicate resolution; manage daily ad-hoc requests with global teams.
• Conduct bespoke/ ad-hoc analyses to diagnose performance and measure impact of initiatives.

Skills

Communication & storytelling

Analytical & problem-solving

Project & time management

Collaboration & influence

Adaptability & ownership

PitchPro+ for executive-level presenta

Advanced Excel

Education

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

Tools

Excel

PowerPoint

Job description

The Commercial & Investment Banking Finance & Business Management team is seeking a strategic, analytical, and energetic professional to support the Merchant Services (Payments) business. The team leads financial processes and business operations for the Small & Medium sized business, including investment planning, business cases, budgeting, monthly business reviews, OKRs, financial analysis, and special projects for senior leadership.

Key Responsibilities:

• Reporting and analytics: Create and maintain recurring and ad‑hoc reporting; conduct deep‑dive analyses on key business drivers to surface trends, risks, and opportunities
• Executive materials:Develop and deliver polished executive materials that articulate performance, competitive positioning, market opportunities, and progress against goals; rapidly produce mock‑ups for management presentations, reports, and dashboards; use PitchPro+ for executive‑level presentation development
• Stakeholder engagement: Coordinate deliverables with business managers, finance, project managers, and other F&BM teams; provide high responsiveness to executive ad‑hoc requests across project management, presentation development, and business analysis
• Data tooling: Leverage Excel to organize and analyze large datasets and produce impactful analysis; distill data into clear, concise conclusions and executive‑ready materials
• Problem solving and delivery: Identify issues, involve affected parties, design solutions, obtain buy‑in, and communicate through resolution; manage daily ad‑hoc requests while continuously simplifying and improving business processes with global team members
• Conduct bespoke / ad-hoc analyses to diagnose performance, size opportunities, validate hypotheses, and measure impact of initiatives

Required qualifications, skills and capabilities:

• Communication & storytelling:Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials
• Analytical & technical:Strong analytical and problem‑solving skills; advanced Excel and PowerPoint; ability to handle large datasets and derive insights for decision‑making
• Project & time management:Demonstrated ability to manage multiple priorities in a fast‑paced environment with strong organization and attention to detail; effective time management and prioritization
• Collaboration & influence: Able to collaborate across large, matrixed teams; build trusted relationships at multiple levels; provide direction and partner with experienced leadership to implement significant business solutions
• Adaptability & ownership: Self‑motivated, tenacious, and able to work independently; comfortable pivoting focus with shifting business priorities while maintaining quality outcomes
• PitchPro+ for executive‑level presentation development
• Advanced Excel (or Alteryx) for analytics and reporting automation

Preferred qualifications, skills and capabilities:

• Bachelor’s degree in Business, Finance, Economics, or a related field
• PitchPro+ for executive‑level presentation development
• Advanced Excel (or Alteryx) for analytics and reporting automation

JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans. We are committed to providing an inclusive workplace where all employees feel respected and valued. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, disability, pregnancy, marital status, protected veteran status, or any other basis protected under applicable law.