Payments P&A, Associate

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

WithinGlobal Finance & Business Management team, Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. We are looking for a candidate who has experience in P&A that can manage critical deliverables in a fast-paced environment, collaborate a diverse set of stakeholders, think strategically, and communicate in a concise and thoughtful manner.

Job Responsibilities:

• Partner with the broader team to manage annual and ongoing financial planning for product areas; deliver month-end performance analysis and forecasts (revenue, expenses, headcount, balance sheet, ROE, etc.)
• 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 recurring and ad hoc initiatives accurately and on time
• Perform deep-dive analyses on key business drivers to identify root causes and recommend actions
• Build and maintain strong relationships with key stakeholders across Functional Finance, Lines of Business, and firmwide teams
• Support the digital transformation agenda by improving reporting efficiency, automating reports/processes, and advancing analytics using tools such as Python, AI/ML, Sigma, and related platforms

Required qualifications, capabilities, and skills:

• 2+ years of relevant FP&A experience
• Bachelor’s degree in Finance, Economics, Accounting, or related field
• Self-starter able to thrive in a fast-paced, results-driven environment and adapt to shifting priorities
• Strong communication skills, including executive-ready storytelling and presentations (written and verbal)
• Strong quantitative, analytical, and financial modeling skills; able to analyze large, disparate data sets and synthesize clear conclusions
• Proficiency in Alteryx and other technologies to drive process 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, with a track record of identifying issues and recommending improvements across performance, strategy, and organizational effectiveness

Preferred qualifications, capabilities, and skills:

• Experience preferably within financial services
• CFA/CPA/MBA a plus
• Advanced Excel and PowerPoint skills; experience with Essbase and automation tools (e.g., VBA, macros) 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).