Merchant Services Strategy & Analytics Lead

Testing Site - JPMC; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX is seeking a Business Management Associate to support the Merchant Services SMB within the CIB Finance & Business Management team.

You will deliver reporting, analytics, and executive materials that inform strategic decisions, partnering with finance, business managers, and project teams to drive investment planning and budgeting. You will produce recurring and ad-hoc reports, create executive presentations, and develop mock-ups to accelerate decision-making

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Strong presentation and storytelling skills; translate insights into executive materials.
• Advanced Excel and PowerPoint; ability to handle large datasets; learn Alteryx.
• Project and time management with ability to manage multiple priorities.
• Ability to collaborate across large, matrixed teams and influence leadership.
• Self-motivated, tenacious; able to work independently.
• Authorized to work in the United States; no sponsorship offered.

Responsibilities

• Build and maintain recurring and ad-hoc reporting to track key business drivers and performance trends.
• Perform deep-dive analyses to identify risks, opportunities, and root causes, translating findings into clear recommendations.
• 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 to executive ad-hoc requests across project management, presentation development, and business analysis.
• Leverage Excel and Alteryx to organize, cleanse, and analyze large datasets; distill insights into concise, executive-ready materials.
• 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.
• Uphold strong risk awareness by identifying, escalating, and mitigating business risks across deliverables.
• Contribute to investment planning, business cases, budgeting, monthly business reviews, and OKRs for the SMB portfolio.

Skills

Storytelling

Advanced Excel

PowerPoint

Cross-functional collaboration

Time management

Data analysis

Education

Bachelor's degree in Business/Finance/Economics

Tools

Alteryx

PitchPro+

Job description

JPMorgan Chase & Co. in Plano, TX is seeking a Business Management Associate to support the Merchant Services SMB within the CIB Finance & Business Management team.

You will deliver reporting, analytics, and executive materials that inform strategic decisions, partnering with finance, business managers, and project teams to drive investment planning and budgeting. You will produce recurring and ad-hoc reports, create executive presentations, and develop mock-ups to accelerate decision-making