Finance & Business Management, Senior Associate - Merchant Services

JPMorganChase; Plano (TX); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks a driven Business Management Associate to support the Merchant Services SMB with reporting, analytics and executive materials.

You will wrangle large datasets, transform data into decision‑ready insights, and partner with business managers, finance, and project teams to drive budgeting, investment planning, and monthly reviews. The role emphasizes proactive ownership, strong Excel/PowerPoint skills, and the ability to deliver concise, executive‑level

Qualifications

• Bachelor's degree or higher in a business or related field.
• Demonstrated ability to work independently and with cross‑functional teams.
• Strong data handling, cleaning, and transformation skills to ensure data integrity.
• Excellent presentation and storytelling skills for executive audiences.
• Advanced Excel and PowerPoint; willingness to learn Alteryx.

Responsibilities

• Independently build and maintain recurring and ad‑hoc reports to track key business drivers and performance trends.
• Work with large, complex datasets: source, cleanse, validate, and transform data into analysis‑ready foundations.
• Perform deep‑dive analyses to identify risks, opportunities, and root causes with clear recommendations.
• Prepare weekly and monthly executive reporting packages and presentations communicating strategy and performance.
• Create mock‑ups for management presentations and dashboards to accelerate decision‑making.
• Coordinate deliverables with business managers, finance, and project teams.
• Respond to executive ad‑hoc requests across project management and business analysis.
• Leverage Excel and Alteryx to organize, cleanse, and analyze datasets at scale for concise insights.
• Self‑direct problem solving, align stakeholders, and drive execution with timely communication.
• Manage multiple priorities in a fast‑paced environment and improve processes with global teams.
• Contribute to investment planning, budgeting, and OKRs for SMB portfolio.

Skills

Advanced Excel

PowerPoint

Alteryx

Big data handling

Data cleaning

Data transformation

SQL

Snowflake

Databricks

PitchPro+

Education

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

Tools

Snowflake

Databricks

SQL

PitchPro+

Alteryx

Job description

Job Description

Join a high-impact team where you help shape decisions for our Merchant Services business. You'll work with large datasets to drive actionable insight, craft compelling executive materials, and partner across teams to solve complex problems. We're looking for a proactive self‑starter who takes ownership, thrives on curiosity, and moves work forward as part of a collaborative, supportive team.

As a Business Management Associate in the Commercial & Investment Banking (CIB) Finance & Business Management (F&BM) team, you support the Merchant Services (Payments) Small and Medium Business (SMB) by delivering reporting, analytics, and executive materials that inform strategic decisions. A core part of this role is working hands‑on with big data—wrangling, cleaning, and transforming large, disparate datasets into reliable, decision‑ready intelligence. You will partner with business managers, finance, and project teams to lead financial processes, investment planning, business cases, budgeting, monthly reviews, OKRs, and special projects. Your work will surface trends, risks, and opportunities that help senior leadership optimize performance and manage risk.

Job Responsibilities

• Take initiative to independently build and maintain recurring and ad‑hoc reporting to track key business drivers and performance trends—anticipating needs before they are raised.
• Work extensively with large, complex datasets: source, cleanse, validate, and transform raw data into accurate, analysis‑ready foundations.
• Perform deep‑dive analyses to identify risks, opportunities, and root causes, translating findings into clear recommendations.
• Proactively prepare weekly and monthly executive reporting packages and presentations that communicate strategy and performance projections.
• Rapidly create mock‑ups for management presentations, reports, and dashboards to accelerate decision‑making.
• Coordinate deliverables and timelines with business managers, finance, project managers, and other F&BM partners.
• Respond promptly and independently to executive ad‑hoc requests across project management, presentation development, and business analysis.
• Leverage Excel and Alteryx to organize, cleanse, and analyze large datasets at scale; distill insights into concise, executive‑ready materials.
• Self‑direct problem‑solving: identify issues, align stakeholders, design solutions, and drive execution through resolution with clear, timely communication.
• Manage multiple priorities in a fast‑paced environment while simplifying and improving business processes with global team members.
• Contribute to investment planning, business cases, budgeting, monthly business reviews, and OKRs for the SMB portfolio.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Business, Finance, Economics, MIS, or a related field.
• Proven self‑starter who takes ownership and drives work forward independently, while knowing when to lean on and collaborate with a supportive team of business managers, finance partners, and F&BM colleagues.
• Demonstrated experience working with big data—comfortable handling large, messy, multi‑source datasets and performing rigorous data cleaning, validation, and transformation to ensure integrity and accuracy.
• Strong presentation and storytelling skills; ability to craft a clear narrative and translate complex qualitative and quantitative insights into concise executive materials.
• Advanced Excel and PowerPoint skills; ability to handle and manipulate large datasets and derive decision‑ready insights; knowledge of or interest in learning Alteryx.
• Demonstrated project and time management skills with strong organization and attention to detail; ability to manage multiple priorities in a fast‑paced environment.
• Ability to collaborate across large, matrixed teams; build trusted relationships and influence at multiple levels; partner with leadership to implement business solutions.
• Self‑motivated, tenacious, and able to work independently; adaptable to shifting priorities while maintaining high‑quality outcomes.

Preferred Qualifications, Capabilities, And Skills

• Hands‑on experience cleaning, wrangling, and automating workflows on large datasets using Excel and Alteryx.
• Experience working with modern data platforms and querying tools such as Snowflake, Databricks, or SQL to extract, transform, and analyze large datasets.
• Experience using PowerPoint with PitchPro+ for executive‑level presentation development.

Benefits

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.

Equal Opportunity Employer

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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.