Payments Liquidity & Account Solutions - Planning & Analysis - Associate

JPMorgan Chase; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in New York, NY seeks an FP&A professional to analyze business performance, support revenue planning, and provide insightful ad hoc analyses for senior leadership.

You will coordinate with Treasury, P&A, and product control to resolve reporting issues, maintain data accuracy, and drive efficiency within a fast-paced environment. Strong communication and adaptability are essential.

Qualifications

• Bachelor's degree in accounting, finance, economics, business or related field.
• Minimum of 3+ years professional experience within banking or financial services.
• Organized with strong attention to detail and accuracy including a strong control focus.
• Highly adaptable, thriving in rapid change with innovative approaches.

Responsibilities

• Conduct in-depth analysis of business performance including revenue, expenses and balance sheet for senior monthly reviews.
• Collaborate on the revenue planning cycle: budgeting, forecasting and variance analysis.
• Perform ad hoc analysis of the business and drivers as needed.
• Coordinate with F&BM and corporate functions to resolve control and reporting issues accurately and timely.
• Drive efficiencies and process improvements within the P&A function.
• Ensure data integrity and timeliness in financial reporting, including Earnings materials.

Skills

Attention to detail

Strong control focus

Communication skills

Adaptability

Analytical thinking

Time management

Education

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

Tools

Excel

PowerPoint

Data analytics tools

Job description

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).

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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