Payments Treasury Services - Planning & Analysis – Associate

Testing Site - JPMC; Plano (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Testing Site - JPMC is seeking a Payments Financial Planning and Analysis Associate to shape the strategic vision through reporting, analytics, and robust budgeting. The role offers high visibility across the organization and collaboration with a wide range of stakeholders and senior leads.

You will conduct analyses, manage planning cycles, and drive actionable insights while ensuring accuracy and timeliness of financial data in a fast-paced environment.

Qualifications

• 3+ years of experience in Finance/Accounting and/or management consulting.
• Bachelor’s degree in Accounting/Finance.
• Experience in planning, forecasting, budgeting (P&A role).
• Strong quantitative, analytical, and communication skills with ability to simplify complex concepts.

Responsibilities

• Conduct analysis of business performance and prepare monthly business reviews for senior leaders.
• Plan annual budgeting, periodic forecasting, and analysis of variances to the plan.
• Perform ad hoc analyses and identify opportunities for improvement with actionable recommendations.
• Provide analytical support for business strategy and own deliverables from concept to completion.
• Collaborate with Segment P&A teams and Payments P&A consolidation team.
• Ensure data integrity, accuracy, and timeliness in all financial reporting.

Skills

Financial analysis

Quantitative skills

Communication with senior management

Analytical problem solving

AI tools proficiency

Education

Bachelor’s degree in Accounting/Finance

Tools

Excel

Alteryx

PowerPoint

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 Treasury Services 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 analysis of business performance and prepare monthly business reviews for senior leaders.
• Work on the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan
• Perform ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
• Provide analytical support for business strategy and own strategic deliverables from concept to completion.
• Work closely with other Segment P&A teams and the Payments P&A consolidation team
• Ensure data integrity, accuracy and timeliness in all financial reporting

Required skills, capabilities, and qualifications:

• 3+ years of experience in a medium to large diverse organization in Finance/Accounting and or management consulting
• Bachelor’s degree in Accounting/Finance
• Experience in planning, forecasting, budgeting (P&A role)
• Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
• Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
• Strong proficiency with AI tools, Excel, Alteryx, and PowerPoint required
• Exceptional attention to detail related to providing accurate and timely data

Preferred skills, capabilities, and qualifications:

• Proficiency with PitchPro preferred

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).