Payments Treasury Services - Planning & Analysis – Associate

JPMorgan Chase JPMorgan Chase · Banking · Plano, TX +1 · Commercial & Investment Bank

This role is a Financial Planning and Analysis Associate within the Payments Treasury Services team at JPMorgan Chase. The primary responsibilities include conducting business performance analysis, managing the planning and budgeting cycle, performing ad hoc analysis, and providing analytical support for business strategy. The role requires experience in finance/accounting or management consulting, strong analytical and communication skills, and proficiency with AI tools, Excel, Alteryx, and PowerPoint.

What you'd actually do

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

Skills

Required

  • 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

Nice to have

  • Proficiency with PitchPro preferred

What the JD emphasized

  • AI tools