Finance & Business Management - Associate

JPMorgan Chase & Co.; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorganChase is seeking a strategic Finance & Business Management professional to support the Merchant Services (Payments) business within Commercial & Investment Banking. You will lead financial processes, budgeting, and ad-hoc analyses for senior leadership.

Responsibilities include building reports, executive-ready materials, and cross-functional collaboration. Strong Excel/PowerPoint skills and ability to deliver under tight timelines are essential.

Qualifications

• Clear narrative for initiatives and translate insights into executive materials.
• Ability to handle large datasets and derive insights for decision-making.
• Strong organizational skills with attention to detail and prioritization.
• Experience collaborating across matrixed teams and influencing leadership.

Responsibilities

• Reporting and analytics: build recurring and ad-hoc reports; surface trends and risks.
• Executive materials: create polished materials; develop mock-ups for management presentations.
• Stakeholder engagement: coordinate with managers, finance, and project teams; support ad-hoc requests.
• Data tooling: use Excel to organize data and produce concise analyses for executives.
• Problem solving: identify issues, design solutions, and drive delivery with global teams.
• Conduct bespoke analytics to diagnose performance and opportunities.

Skills

Communication storytelling

Analytical & technical

Project & time management

Collaboration & influence

Adaptability & ownership

PitchPro+

Advanced Excel/Alteryx

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

PitchPro+

Excel/Alteryx

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.