Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Finance & Business Management, Senior Associate - Merchant Services

JPMorganChase

Job Description Join a high-impact team where you help shape decisions for our Merchant Services business. You'll work with large datasets to drive actionable insight, craft compelling executive materials, and partner across teams to solve complex problems. We're looking for a proactive self‑starter who takes ownership, thrives on curiosity, and moves work forward as part of a collaborative, supportive team. As a Business Management Associate in the Commercial & Investment Banking (CIB) Finance & Business Management (F&BM) team, you support the Merchant Services (Payments) Small and Medium Business (SMB) by delivering reporting, analytics, and executive materials that inform strategic decisions. A core part of this role is working hands‑on with big data—wrangling, cleaning, and transforming large, disparate datasets into reliable, decision‑ready intelligence. You will partner with business managers, finance, and project teams to lead financial processes, investment planning, business cases, budgeting, monthly reviews, OKRs, and special projects. Your work will surface trends, risks, and opportunities that help senior leadership optimize performance and manage risk. Job Responsibilities Take initiative to independently build and maintain recurring and ad‑hoc reporting to track key business drivers and performance trends—anticipating needs before they are raised. Work extensively with large, complex datasets: source, cleanse, validate, and transform raw data into accurate, analysis‑ready foundations. Perform deep‑dive analyses to identify risks, opportunities, and root causes, translating findings into clear recommendations. Proactively prepare weekly and monthly executive reporting packages and presentations that communicate strategy and performance projections. Rapidly create mock‑ups for management presentations, reports, and dashboards to accelerate decision‑making. Coordinate deliverables and timelines with business managers, finance, project managers, and other F&BM partners. Respond promptly and independently to executive ad‑hoc requests across project management, presentation development, and business analysis. Leverage Excel and Alteryx to organize, cleanse, and analyze large datasets at scale; distill insights into concise, executive‑ready materials. Self‑direct problem‑solving: identify issues, align stakeholders, design solutions, and drive execution through resolution with clear, timely communication. Manage multiple priorities in a fast‑paced environment while simplifying and improving business processes with global team members. Contribute to investment planning, business cases, budgeting, monthly business reviews, and OKRs for the SMB portfolio. Required Qualifications, Capabilities, And Skills Bachelor's degree in Business, Finance, Economics, MIS, or a related field. Proven self‑starter who takes ownership and drives work forward independently, while knowing when to lean on and collaborate with a supportive team of business managers, finance partners, and F&BM colleagues. Demonstrated experience working with big data—comfortable handling large, messy, multi‑source datasets and performing rigorous data cleaning, validation, and transformation to ensure integrity and accuracy. Strong presentation and storytelling skills; ability to craft a clear narrative and translate complex qualitative and quantitative insights into concise executive materials. Advanced Excel and PowerPoint skills; ability to handle and manipulate large datasets and derive decision‑ready insights; knowledge of or interest in learning Alteryx. Demonstrated project and time management skills with strong organization and attention to detail; ability to manage multiple priorities in a fast‑paced environment. Ability to collaborate across large, matrixed teams; build trusted relationships and influence at multiple levels; partner with leadership to implement business solutions. Self‑motivated, tenacious, and able to work independently; adaptable to shifting priorities while maintaining high‑quality outcomes. Preferred Qualifications, Capabilities, And Skills Hands‑on experience cleaning, wrangling, and automating workflows on large datasets using Excel and Alteryx. Experience working with modern data platforms and querying tools such as Snowflake, Databricks, or SQL to extract, transform, and analyze large datasets. Experience using PowerPoint with PitchPro+ for executive‑level presentation development. Benefits 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. Equal Opportunity Employer 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. #J-18808-Ljbffr JPMorganChase

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Finance & Business Management, Senior Associate - Merchant Services in Plano, TX vacancy
  •  ...help shape decisions for our Merchant Services business. You'll work with large...  ...supportive team. As a Business Management Associate in the Commercial & Investment Banking (CIB) Finance & Business Management (F&BM...  ...opportunities that help senior leadership optimize performance... 
    Senior
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    22 hours ago
  •  ...Chase & Co. in Plano, TX seeks a Business Management Associate to support Merchant Services SMB with reporting, analytics,...  ...large datasets and partner with finance and project teams to drive performance...  ...concise recommendations for senior leadership using Excel,... 
    Senior

    JPMorgan Chase & Co.

    Plano, TX
    22 hours ago
  •  ...Mae is foundational to housing finance. Here, your expertise can help...  ...seeking a highly analytical and business-oriented Senior Associate, Strategic Program Management. As a valued colleague on our team...  ...:Experience in financial services, mortgage lending, banking, or... 
    Senior
    Full time
    Work at office
    Remote work

    Fannie Mae

    Plano, TX
    2 days ago
  •  ...ll collaborate across business lines - including Risk, Underwriting, Finance, and Legal - to drive...  ....As a Credit Strategy Senior Associate within the Chase Auto...  ...contribute to portfolio risk management. Reporting to the...  ...is a leading financial services firm, helping nearly... 
    Senior
    Early shift

    JP Morgan Chase

    Plano, TX
    1 day ago
  •  ...experience in relationship management within Payments. You...  ...the right teamAs a Business Development...  ...with establishing new Merchant Services opportunities for our...  ...needs of clients with associated risks and interests of...  ...skillsBachelor’s degree in Finance or related field, or... 
    Senior
    Work experience placement
    Remote work

    JP Morgan Chase

    Plano, TX
    2 days ago
  • $87.7k - $100.1k

     ...Senior Associate, Financial Planning & Analysis - Auto Finance We are seeking a strategic problem solver...  ...relationships with technology business partners supporting...  ...business. You will manage financial performance...  ...third-party products, services, educational tools or... 
    Senior
    Full time
    Part time
    Local area
    3 days per week

    Capital One

    Plano, TX
    4 days ago
  • $149.6k - $196.35k

    ## Senior Business Development Manager Ericsson Mobile Financial ServicesMaumee,Ohio,United StatesFind out how...  ...of reach.Ericsson Mobile Financial Services is looking for an experienced Senior...  ..., pre-sales, delivery, legal, finance) to shape and win deals* Represent Ericsson... 
    Senior
    Temporary work
    Work at office
    Remote work
    Relocation
    3 days per week

    Ericsson

    Plano, TX
    23 hours ago
  •  ...Regulatory External Data Services team, you will play a...  ...a Product Delivery Senior Associate in the Regulatory...  ...role will be pivotal in managing reporting that is...  ...collaborating closely with business owners, other...  ...cards, mortgages, auto financing, investment advice, small... 
    Senior
    H1b
    Visa sponsorship
    Relocation package

    慨正橡扯

    Plano, TX
    3 days ago
  •  ...leader in financial services with operations worldwide...  ...consumers and small businesses, commercial banking,...  ..., and asset management. Within Global Finance & Business Management team, as an Associate in Financial Planning...  ...reviews, Budget reviews, senior management offsites,... 
    Worldwide
    Visa sponsorship

    JP Morgan Chase

    Plano, TX
    4 days ago
  • $25k

     ...class software solutions and services while fostering innovation and collaboration with business leaders and industry experts....  ...Inhabit believes that property managers are central to the success of...  ....Job Description SummaryAs a Senior Merchant Credit and Risk Analyst, the... 
    Senior
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    VANTAGE CARD SERVICES INC

    Plano, TX
    2 days ago
  •  ...Chase. As part of Risk Management and Compliance, you...  ...help the firm grow its business in a responsible way by...  ...commercial real estate finance concepts/principles...  ...analysis.Present credits to senior management on a...  ..., markets, securities services and payments. Corporations... 
    Senior
    Work experience placement
    Local area

    JP Morgan Chase

    Plano, TX
    2 days ago
  •  ...As a Quant Analytics Associate in the Co-brand Analytics...  ...partners to drive business growth. Job Responsibilities...  ...solutions, and managing project timeline. Develop...  ...a leading financial services firm, helping nearly half...  ..., mortgages, auto financing, investment advice, small... 
    Senior

    慨正橡扯

    Plano, TX
    3 days ago
  •  ...Description As a Vice President, Product Business Manager, in the Merchant Services Small and Medium Business Product...  ...initiatives Collaborate with finance and product teams on forecasting, budgeting...  ...creating presentations for senior leadership Advanced PowerPoint and... 
    Visa sponsorship

    JPMorganChase

    Plano, TX
    22 hours ago
  •  ...Guidelines.pdf As an Associate, Monitoring and Testing...  ...Bachelor's degree (business, information technology...  ...Experience in financial services risk, compliance,...  ..., or business control management. Demonstrated ability...  ...diverse range of areas from finance and risk to human... 
    Senior

    JPMorganChase

    Plano, TX
    22 hours ago
  •  ...leader in financial services with operations worldwide...  ...consumers and small businesses, commercial banking,...  ..., and asset management. Within Global Finance & Business Management team, as an Associate in Financial Planning...  ...reviews, Budget reviews, senior management offsites,... 
    Worldwide
    Visa sponsorship

    JPMorgan Chase & Co.

    Plano, TX
    2 days ago
  •  ...Operations, Technology, Risk, Controls, and Business Management to identify and prioritize...  ...measurable value with strong controls As a Senior Associate, Automation Solutions Specialist in...  ...automation initiatives across the Merchant Services (MS) ecosystem, establishing... 
    Senior

    JPMorgan Chase & Co.

    Plano, TX
    23 hours ago
  • Capital One in Plano, TX seeks a Principal Associate, Project Manager for Financial Services Data to lead strategic business projects that impact the bottom line. You will collaborate with stakeholders to deliver results, manage programs, and drive execution across product... 
    Senior

    capitalone

    Plano, TX
    3 days ago
  • $80.8k - $92.2k

    Senior Associate, Loan Documentation & Closing Specialist Small businesses are the backbone of America and a vital...  ...owners secure their finances, streamline their cash...  ...and treasury management products. This is supported...  ...or Financial Services At least 3 years of... 
    Senior
    Full time
    Part time
    Work at office
    Local area

    Capital One

    Plano, TX
    5 days ago
  • A leading financial services firm is seeking an experienced Senior Product Manager to oversee product management for loan servicing platforms. The ideal candidate has over 7 years of experience, a strong background in financial services, and expertise in Agile methodologies... 
    Senior

    Optomi

    Richardson, TX
    23 hours ago
  • Mitsubishi Heavy Industries America, Inc. (MHIA) is seeking a Sr. Service Manager to lead service operations for data center solutions in the United States. Based in Plano, TX, this hybrid role guides maintenance concepts, spare parts planning, and technical support across... 
    Senior

    Mitsubishi Heavy Industries

    Plano, TX
    5 days ago
  • Samsung Electronics America, Inc. (SEA) is seeking a Sr. Specialist, Service Operations to elevate service operations through strategic process checks, field auditing, and KPI management. You will survey customer satisfaction, coordinate with multiple departments, and oversee... 
    Senior

    Samsung Electronics America

    Plano, TX
    4 days ago
  • $79k - $132.71k

    Baker Tilly US is seeking a Senior Associate for its Private Equity Fund Services team in Frisco, Texas. This role encompasses comprehensive fund administration services, including fund accounting and investor relations. The ideal candidate will have a BA/BS in Accounting... 
    Senior

    Baker Tilly US

    Frisco, TX
    4 days ago
  •  ...technology and drive significant business impact in financial services. Join our team and help us...  ....As a AI/ML Engineer Senior Associate within Banking & Wealth Management, Consumer & Community banking...  ...credit cards, mortgages, auto financing, investment advice, small business... 
    Senior

    JP Morgan Chase

    Plano, TX
    2 days ago
  • IQ-EQ is seeking a qualified accounting/finance professional to join our Investor Services team. You will work with leading private equity and hedge fund clients, contributing to accurate financial reporting, allocations, and compliance. The role emphasizes teamwork, client... 
    Senior

    IQ-EQ

    Frisco, TX
    4 days ago
  • Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio...  ...point of resolution to support the client's business operations, identifies product/service gaps... 
    Senior
    Flexible hours

    JP Morgan Chase

    Plano, TX
    2 days ago
  • $79k - $132.71k

    Job Description We are searching for a Senior Associate to join our Private Equity Fund Services team. The role involves comprehensive fund administration services...  ..., waterfall administration, capital event management, investor relations, treasury services, and general... 
    Senior
    Local area

    Baker Tilly US

    Frisco, TX
    4 days ago
  • As a Quantitative Analytics Senior Associate, you will have the opportunity...  ...partnering closely with business stakeholders to understand their...  ...Collaborate with product managers and business stakeholders to...  ...Chase is a leading financial services firm, helping nearly half of... 
    Senior

    JPMorgan Chase

    Plano, TX
    3 days ago
  • Agility Senior Associate - Consumer & Community Banking Job...  ...Job Category Agility Business Unit Consumer & Community...  ...you to effectively manage complex projects,...  ...includes classes of service, workflow policies, and...  ...cards, mortgages, auto financing, investment advice,... 
    Senior
    Full time
    Shift work

    JPMorgan Chase & Co.

    Plano, TX
    3 days ago
  •  ...modeling. As an Applied AI ML Senior Associate, within the Consumer Business Modeling team you will...  ...key messages to senior management, sponsors and colleagues...  .... Banking & Financial Services background or experience...  ...cards, mortgages, auto financing, investment advice,... 
    Senior

    Fairygodboss

    Plano, TX
    3 days ago
  • $79k - $132.71k

    ## Senior Associate, Client Accounting ServicesApplylocations: USA TX Frisco...  ...Tilly) provide professional services through an alternative...  ...subsidiary entities provide tax and business advisory services to their...  ...**As part of Baker Tilly’s Managed Services offering, the Value... 
    Senior
    Work at office
    Local area
    Worldwide

    Baker Tilly International

    Frisco, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Finance & Business Management, Senior Associate - Merchant Services. Be the first to apply!