Payments Liquidity & Account Solutions - Planning & Analysis – Associate

JPMorgan Chase & Co.; New York (NY); On-site; USD 90,000 - 135,000; Full time

Job summary

JP Morgan Chase is seeking a Payments Financial Planning and Analysis Associate to influence the strategic vision of the Payments Planning and Analysis team. You will deliver reporting, analytics, and budgeting, collaborating with a broad set of stakeholders and senior leaders.

You will conduct in-depth performance analyses of revenue, expenses, and balance sheet, contribute to monthly reviews, quarterly earnings, and budgets, and help drive improvements across the P&A function with strong data

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Business or closely related field.
• Minimum of 3+ years professional experience within banking or financial services.
• Strong attention to detail and accuracy with a solid control focus.
• Excellent written and verbal communication, capable of presenting to senior audiences.
• Ability to thrive in a fast-changing environment with proactive, growth mindset.

Responsibilities

• Conduct in-depth analysis of revenue, expenses and balance sheet for senior monthly reviews.
• Collaborate on revenue planning, budgeting, forecasting and variance analysis.
• Perform ad hoc analyses to support business decisions.
• Coordinate with Treasury, Firmwide P&A and other functions to resolve reporting issues.
• Drive efficiency and process improvement within the P&A function.
• Ensure data integrity in all financial reporting and Earnings materials.

Skills

Analytical thinking

Attention to detail

Communication skills

Cross-functional collaboration

Presentation skills

Time management

Proactive/self-starter

Stakeholder management

Problem solving

Education

Bachelor's Degree in Accounting, Finance, Economics, Business or related field

Tools

Microsoft Excel

PowerPoint

Data analytics tools

Job description

Join our Payments Planning and Analysis team and shape our business's strategic vision while transforming our finance function into a forward-thinking, connected organization. You'll communicate business promoters to senior leaders, solve complex issues, and collaborate with stakeholders in a dynamic environment. Your work will support the Liquidity and Account Solutions team of the Payments Business, and you'll be involved in monthly business reviews, Quarterly Earnings, and budget cycles.

As a Payments Financial Planning and Analysis Associate in the Payments organization, you will have the opportunity to shape the strategic vision of the business through reporting, analytics, and robust budgeting. This role offers high visibility across the organization and the chance to work closely with a wide variety of stakeholders and senior business leads.

Job Responsibilities:

• Conduct in-depth analysis of business performance revenue, expenses and balance sheet, including development of materials for senior monthly business reviews
• Collaborate on the revenue planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan
• Perform ad hoc analysis of the business and business drivers as needed
• Communicate and coordinate effectively with other F&BM and corporate functions areas (e.g. Treasury, Firmwide P&A, Business Management, Product Control) to ensure resolution of control and reporting issues in an accurate and timely manner
• Drive efficiencies and process improvement to the P&A function
• Ensure data integrity, accuracy and timeliness in all financial reporting including Earnings materials

Required qualifications, skills, and capabilities:

• Bachelor's Degree in Accounting, Finance, Economics, Business or related field of a technical nature;
• Minimum of 3+ years professional experience within banking or financial services;
• Organized with strong attention to detail and accuracy including a strong control focus - proven ability to produce quality results timely;
• Highly adaptable, and ability to thrive in an environment where things change quickly and where innovative approaches and experiments are required.
• Comfortable presenting to senior audiences, excellent oral and written communication skills with the ability to articulate complex issues clearly and curate compelling business narrative/story tailored to varying stakeholders;
• Proactive, highly motivated, self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary with a growth and creative mindset;
• Strong interpersonal skills with the ability to build relationships, effectively working in a collaborative way, influence key stakeholders and excellent issue resolution skills with the ability to be respected as a trusted partner
• Exceptional analytical, problem solving, critical thinking with ability to analyze large data sets and present conclusions concisely and with a proven track record of execution against deliverables
• Able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure with excellent time management/prioritization skills

Preferred qualifications, capabilities & skills

• Preferably with experience in Liquidity Management and Capital concepts, Financial Planning and Analysis (analyzing revenue, expenses and balance sheet drivers); would consider experience within related roles e.g. Product Control, Business Management, Treasury & Capital, Risk or Strategy;
• Strong technical skills in using Microsoft Excel and PowerPoint; experience with data, data analytics tools and financial planning programs preferred;

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).