Payments Liquidity & Account Solutions - Planning & Analysis Associate
Chase
Payments Financial Planning And Analysis Associate
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;
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.
Chase$80.8k - $92.2k
...Representative (SDR) - Senior Associate, Business Cards & Payments Location:... ...a suite of card solutions. The offerings cater... ...monitor expenses. Account Management: Online... ...conduct a thorough needs analysis. Serving as a... ...discretionary depending on the plan. Capital One...AccountsHourly payFull timePart timeLocal areaShift work- ...internal controls by following accounting and company policies and... ...report reasons for non-collected payment. Prepare cash forecast and... ...management may perform strategic analysis. Excellent communication... ...Degree in Accounting or Business Administration preferred. E-SolutionsAccounts
- ...Payments Sales Associate Help large corporate clients modernize how they... ...client needs and learn how solutions come together end-to-end,... ...internal teams Develop account plans, briefing memos, and materials... ...supporting pricing analysis and profitability or billing...Accounts
- ...expertise to shape innovative client solutions and bridge product capabilities with real... ...deal stages for pricing, pipeline planning, and account planning Engages with technical members... ...capabilities, and skills 3-5 years of payments and/or merchant services experience working...Accounts
$92.7k - $167.5k
...Medical Drug strategy development, planning and implementation to help... ...drug, liaison to national account sales team for assistance with... ...stakeholders to identify, solution and implement projects. Required... ...transformative efforts. Analysis/Synthesis/Insight Generation:...AccountsWork at officeWork from homeFlexible hoursShift work$147k - $198.9k
...grant, employee stock purchase plan, 401(k), and access to free,... ...into multi-year workforce solutions aligned with organizational objectives... ...the consultant turns complex analysis into clear recommendations... ..., a flexible spending account, 401(k), employee stock grants...AccountsFull timeTemporary workPart timeWork at officeLocal areaFlexible hours3 days per week- ...through innovative, high-quality solutions designed to enhance lives... ...Who We’re Looking For The Payments & Accounting Analyst role will support... ...reconciliations, aging analysis, flux Analyze suspense and... ...Comprehensive health care and wellness plans for your entire family...AccountsH1bWork at officeRelocation package
- ...engineering & manufacturing solutions. These solutions include product... ...and Responsibilities: Accountants are a key part of the site... ..., and expense account analysis functions within the Finance... ...credit memos to clients. • Payment Processing: Record incoming...AccountsWork at officeAfternoon shift
- ...innovative, high-quality solutions designed to enhance... ...responsibilities requiring analyzing accounting transactions to ensure... ...Review trends and analysis to identify any... ..., complex billing and payment environment. Previous... ...care and wellness plans for your entire family...AccountsWork at officeRelocation package
- ...reached the stage where accounting stops being a back-... ...money across multiple payment rails and banking partners... ...and supporting analysis to leadership, the board... ...bridge from actuals to plan, and make the variances... ...app‑based on‑demand pay solution helps relieve the...AccountsH1bWork at officeLocal areaFlexible hours
- Staff Accountant Department: Finance Reports To: Controller Location... ...mobile surveillance solutions, known for its customer-first... ...management reporting and financial analysis. Revenue & Cost Accounting... ...reconciliations. Research customer payment and vendor transaction...AccountsWork at officeLocal area
$90 - $100 per hour
...transformation, and deliver SAP S/4HANA solutions. The candidate should have... ...expertise in Financial Accounting (FI), Controlling (CO),... ...Controlling. Configure tax, payment processes, automatic payment... ...Center Accounting, and Margin Analysis (COPA). Work closely with...AccountsRemote workFlexible hours$55k - $69k
...currently seeking a Finance & Accounting Associate to join our team in Plano,... ...to arrange timely payment while maintaining professional... ...reconciliation, reporting, and data analysis. Experience working... ...our consulting and Industry solutions help organizations and...AccountsWork at officeRemote workFlexible hours- Toyota Motor Engineering & Manufacturing North America, Inc. Company is seeking a Payments & Accounting Analyst in Plano, TX to support AP operations, perform journal entries to clear suspense, and conduct account reconciliations. The role involves coordinating with operations...Accounts
$182.12k - $252.94k
...are currently seeking a Digital Solution Arch. Strategic Advisor to join... ...Supply Chain to assist with analysis.Collaborate with sales and presales teams to plan account strategies and develop content... ...recruiters will never ask for payment or banking information and will...AccountsTemporary workWork at officeRemote workFlexible hours$118.5k - $154.05k
...below: Perform business analysis projects using advanced techniques... ...evaluations of IT solutions, leveraging domain... ...business processes, customer account management, billing, rates, payments, credit and collections,... ...Indemnity, Legal)401(k) plan and contributions dependent...AccountsFull timeTemporary workRelocation$95k - $148k
...Auditor in Plano, TX who sees DCF Analysis as a foundation, not the... ...Responsibilities Own the accounts-payable cycle from invoice intake... ...cash flow models and monitor liquidity for the Plano, TX team... ...and an institution, Advisory Solutions Group has spent years perfecting...- ...consulting and voice solutions for businesses across... ...to Operations group, Account Management responsible... ...requests and develop action plans for resolution that... ...and/or EXPERIENCE Associates degree (A. A.) from two... ...reliability and validity, analysis of variance,...AccountsRemote work
$121.88k - $178.75k
...families as they plan their futures.Our... ...and encourage our associates to live our... ...broader Life & Annuity Solutions team,... ...well as sensitivity-analysis to senior Actuaries... ...content.Maintain accountability for the accuracy,... ...other discretionary payment or compensation or...AccountsHourly payWork at officeFlexible hours- ...Controller will oversee accounting, manufacturing... ...and operations planning (S&OP). ·... ...return on investment analysis, and post-investment... ...forecasting, liquidity planning, and cash... ...improve collections, payment processes, and... ...a nationwide IT solutions partner. We offer...
- ...The Account Executive is responsible for meeting... ...interest in Tyler solutions and portraying... ...outcomes. As an associate software engineer,... ..., including planning and coordinating testing... ...through data analysis and functionality... ...accounting, finance, or payment systems. Tyler...AccountsContract workFor contractorsSummer workInternshipSummer internshipLive inWork at officeLocal areaRemote workTrial period2 days per week
$65k - $75k
...doesn't mind holding suppliers accountable, and wants ownership rather... ...day-to-day purchasing and planning of direct materials that feed... ...errors so supplier payments stay on track Handle disposition... ...supply chain issues and bring solutions, not just problems...AccountsTemporary workMonday to FridayFlexible hoursShift work- ...application process. Vice President of Accounting Regular Full-Time Senior Management... ...payable process to ensure accurate coding and payment of expenses. Founded in 1989 and... ..., Texas, PLA is a national supply chain solutions provider offering Pallet Management...AccountsFull timeWork at officeLocal area
- ...Enterprise ERP Accounts Payable QA Analyst... ...Not specified. Associate Project Manager Not... ...specified Leads planning, execution, and delivery... ...applications, payment processing... ...issues through data analysis and functionality... ...implementation of secure AI solutions across the...AccountsContract workSummer workInternshipLocal areaRemote work
$24 - $30 per hour
...timely and efficient execution of production plans. This role updates reports using the MRP... ..., and/or master scheduling, including analysis within an MRP-based system. Proficiency... ...and long-term disability Health Spending Account (HSA) Transportation benefits Employee...AccountsFull timeContract workTemporary workWork at officeMonday to Friday- ...grant, employee stock purchase plan, 401(k), and access to free,... ...strategies into workforce solutions that align with organizational... ...Consultant conducts detailed analysis, identifies trends, and leverages... ..., a flexible spending account, 401(k), employee stock grants...AccountsFull timeTemporary workPart timeWork at officeLocal areaFlexible hours3 days per week
- A leading e-commerce retail company is seeking an Accounts Payable (AP) Analyst to enhance financial operations and manage vendor relationships. This role involves analyzing complex payment issues, developing financial reports, and collaborating on process improvements....
$154k - $256k
...complex challenges into real, scalable solutions? Do you thrive at the intersection of life... ..., with the ability to translate complex analysis into clear business recommendations and... ...this, or any given role will take into account a number of factors including but not limited...AccountsTemporary workWork at officeFlexible hours3 days per week$62.9k - $119.7k
...billing, reconciliations, and customer account management. The role will collaborate with... ...not limited to, the role, function and associated responsibilities, a candidate's work experience... ...by a collective-bargaining agreement. Payments under these annual programs are not...AccountsContract workTemporary workWork experience placementFlexible hours- ...operational strategies, planning and execution. This... ..., case framework analysis, and other applicable... ...for projects, programs, solutions in a thoughtful, cohesive... ...and support to the account team on behalf of the... ...recognize the value of our associates and believe much of...AccountsWork at officeLocal areaRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Payments Liquidity & Account Solutions - Planning & Analysis Associate. Be the first to apply!
- senior accounting associate Plano, TX
- account coordinator Plano, TX
- client account associate Plano, TX
- accounting analyst associate Plano, TX
- bookkeeping clerk Plano, TX
- school bookkeeper Plano, TX
- bookkeeper accountant Plano, TX
- remote bookkeeper part time Plano, TX
- virtual bookkeeper no experience Plano, TX
- bookkeeper - construction Plano, TX





