Payments FP&A Associate: Strategy & Forecasting

JPMorganChase; Plano (TX); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Plano, TX seeks an Associate for Planning and Analysis to lead budgeting and forecasting, develop financial analyses, and maintain models.

You will coordinate monthly and quarterly forecasts, collaborate with Finance, Business Management, and firmwide teams, and present findings to leadership. Ideal candidates have 2+ years FP&A, a finance-related degree, and strong communication with analytics skills.

Qualifications

• 2+ years of FP&A experience
• Bachelor's degree in Finance, Economics, Accounting, or related field
• Self-starter in a fast-paced, results-driven environment with shifting priorities
• Strong communication, including executive-ready storytelling and presentations
• Strong quantitative, analytical, and financial modeling skills; able to analyze large data sets
• Proficiency in Alteryx and other technologies to drive automation and efficiency
• Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented
• Collaborative team player and trusted partner to Business, Finance, and FP&A stakeholders
• Strong problem-solving ability and ability to identify issues and propose improvements across performance and strategy

Responsibilities

• Partner with the broader team to manage annual and ongoing financial planning; deliver month-end performance analyses and forecasts.
• Build, maintain, and review financial models and analyses (recurring and ad hoc).
• Collaborate with stakeholders across P&A, Business Management, Lines of Business, and firmwide partners to deliver initiatives accurately and on time.
• Perform deep-dive analyses on key business drivers to identify root causes and recommend actions.
• Build and maintain relationships with stakeholders across Functional Finance, Lines of Business, and firmwide teams.
• Support the digital transformation by improving reporting efficiency, automating reports/processes, and advancing analytics using Python, AI/ML, Sigma.

Skills

FP&A experience

Communication skills

Financial modeling

Python

AI/ML

Excel

PowerPoint

Alteryx

VBA/macros

Data analysis

Education

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

Tools

Essbase

VBA

Macros

Job description

JPMorgan Chase & Co. in Plano, TX seeks an Associate for Planning and Analysis to lead budgeting and forecasting, develop financial analyses, and maintain models.

You will coordinate monthly and quarterly forecasts, collaborate with Finance, Business Management, and firmwide teams, and present findings to leadership. Ideal candidates have 2+ years FP&A, a finance-related degree, and strong communication with analytics skills.