Associate, Payments Trade & Working Capital, Planning & Analysis

Associate In Financial Planning & Analysis

Join JPMorgan Chase, a global leader in financial services with operations worldwide and assets of approximately $4 trillion. As part of our team, you'll have the opportunity to work in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. Within Global Finance & Business Management team, as an Associate in Financial Planning & Analysis, where you'll be part of critical budgeting and forecasting processes and present your insights to top-level executives.

As an Associate in the Payments Trade & Working Capital Planning & Analysis (P&A) Team, you will be engaged in both supporting day-to-day business objectives, as well as shaping the strategic vision of the business along with the P&A Lead of the product; can manage critical deliverables in a fast-paced environment, collaborate and lead a diverse set of stakeholders, think strategically, and communicate in a concise and thoughtful manner. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. You'll work closely with business partners to ensure timely and accurate delivery of initiatives, fostering strong relationships with key stakeholders. Elevate your career by driving financial excellence and making a tangible impact on our global operations.

Job Responsibilities:

• Managing annual and continual financial planning activities for product areas, and providing business rationale and decisions for all month-end financial performance and forecasting. [Revenue, Expenses, Headcount, Balance sheet, ROE etc]
• Develop and analyze financial results, creating presentations, and providing financial analysis on a variety of topics (e.g. revenues, expenses, headcount) including key drivers of results and explaining changes from prior forecast/budgets, to help communicate to business leads in way that allows for actionable insights on business performance
• Partner with P&A lead and team members to work on various financial reporting and communicate to business leads / business management in ways that allow for actionable insights that can impact business performance (e.g. monthly business review / quarterly business reviews / budget reviews etc)
• Collaborate with Business Management teams as well as Payments Central & Strategy team on critical presentations and projects such as Period business reviews, Budget reviews, senior management offsites, ad hoc special projects etc.
• Assist in digital transformation agenda: support shaping and execution of strategic initiatives as well as ad-hoc requests by assisting through efficiency reporting, multiple analytics, and helping build long term strategy, including location strategy
• Conduct "deep dive" analyses on key issues impacting business to determine root cause and propose solutions

Required qualifications, capabilities, and skills:

• BA/BS in Finance, Economics, Accounting (CFA, CPA/ MBA)
• At least 2 years of relevant FP&A or strategic finance experience in the financial services industry
• Proactive thinker with a growth and creative mindset
• Organized and detail oriented with the ability to problem solve
• Strong communication, executive storytelling, and presentation skills, both written and verbal
• Strong PowerPoint and Excel skills required; high level of detail orientation. Proficiency in Alteryx and any other technology to drive automations
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Experience with Planning and Analysis, Business Management, Project Management or Strategy
• Strong financial modeling and analytical skills, with ability to analyze large and disparate data sets and synthesize into clear conclusions
• Strong problem solving skills, leveraging versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness

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 Team

J.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.