Payments FP&A Associate: Forecasting & Automation

JPMorgan Chase & Co.; Plano (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Associate in Planning and Analysis to coordinate budgeting and forecasting, deliver management reports, and present analyses for senior leadership.

The role requires collaborating with multiple stakeholders, delivering critical deliverables in a fast-paced environment, and applying analytical thinking to drive decisions. The ideal candidate has 2+ years in FP&A, a finance-related bachelor’s degree, and strong communication skills.

Qualifications

• 2+ years of FP&A experience in finance or related field.
• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• Strong communication and executive storytelling skills.
• Proficiency in financial modeling and data analysis techniques.
• Experience with Alteryx and automation tools to drive efficiency.

Responsibilities

• Coordinate budgeting and forecasting for product areas; deliver analyses and forecasts.
• Build and review financial models and analyses, both recurring and ad hoc.
• Collaborate with stakeholders across FP&A and business lines to deliver initiatives on time.
• Perform deep-dive analyses to identify root causes and actionable recommendations.
• Support reporting automation and analytics using Python, AI/ML, Sigma, etc.

Skills

FP&A experience

Financial modeling

Alteryx

Executive storytelling

Python/AI analytics

Education

Bachelor's degree in Finance or related

Tools

Excel

PowerPoint

Essbase

VBA

Job description

JPMorgan Chase & Co. is seeking an Associate in Planning and Analysis to coordinate budgeting and forecasting, deliver management reports, and present analyses for senior leadership.

The role requires collaborating with multiple stakeholders, delivering critical deliverables in a fast-paced environment, and applying analytical thinking to drive decisions. The ideal candidate has 2+ years in FP&A, a finance-related bachelor’s degree, and strong communication skills.