Payments Liquidity & Account Solutions - Planning & Analysis – Associate

Posted Yesterday
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2 Locations
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Performs financial planning and analysis for the Payments Liquidity and Account Solutions business. Responsibilities include analyzing revenue, expenses, balance sheets, and business drivers; supporting budgeting, forecasting, monthly reviews, and quarterly earnings; preparing senior-leader materials; resolving reporting and control issues; ensuring data integrity; and improving planning processes. The role requires collaboration with Treasury, Product Control, Business Management, and corporate finance teams.
Summary Generated by Built In

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).

 

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 programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Bachelor’s degree in Accounting, Finance, Economics, Business, or a related technical field
  • At least 3 years of professional experience within banking or financial services
  • Strong attention to detail, accuracy, and financial controls
  • Ability to analyze large data sets and communicate conclusions clearly
  • Strong written and verbal communication skills, including presenting to senior audiences
  • Strong interpersonal, collaboration, stakeholder management, and issue-resolution skills
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Authorization to work in the United States without employment-based immigration sponsorship
  • Experience with liquidity management and capital concepts
  • Experience in financial planning and analysis, including revenue, expense, and balance-sheet analysis
  • Experience in Product Control, Business Management, Treasury and Capital, Risk, or Strategy
  • Strong Microsoft Excel and PowerPoint skills
  • Experience with data analytics tools and financial planning programs

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength — Health coverage is considered comprehensive, including medical, dental, and vision, alongside wellness and mental health resources. Some locations add onsite health centers and related wellbeing support.
  • Retirement Support — Retirement offerings include a 401(k)-type savings plan and related financial benefits, with options such as employee stock purchase participation. Financial planning resources are also highlighted to support long-term savings.
  • Parental & Family Support — Paid parental leave of 16 weeks for birth or adoption is available for all parents. Child care and back-up child care resources further reinforce family support.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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