Payments Planning and Analysis- Senior Associate

Posted 22 Days Ago
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New York, NY
Hybrid
Senior level
Financial Services
The Role
The Payments Planning and Analysis Senior Associate will lead the creation of management presentations, analyze financial results for actionable insights, support strategic initiatives, and assist with digital transformation efforts to improve reporting models and dashboards within the Payments organization.
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Job Description
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. You'll also be part of J.P. Morgan Payments, one of the world's largest, most trusted, and innovative full-service providers in the rapidly transforming financial services space. We're investing in future-growth initiatives like blockchain, AI & ML, and partnering with rising fintechs to expand our client base and product offerings. With over 135,000 clients in more than 180 countries, we offer specialized solutions that provide value beyond standardized market solutions.
As a Payments Planning and Analysis- Senior Associate within the J.P. Morgan Payments, you will play a critical role in supporting the Payments organization. You will be engaged in both supporting day-to-day business objectives, as well as shaping the strategic vision of the business. This is a highly visible role with exposure to the CEO and CFO of the business, requiring you to work closely with a wide variety of stakeholders and senior business leads. You will have the opportunity to lead and assist in the creation of senior management presentations, develop essential management information for decision support, analyze financial results, and support the execution of strategic initiatives.
This is a highly visible role across the Payments organization with exposure to the CEO and CFO of the business and requires the candidate to work closely with a wide variety of stakeholders and senior business leads. We are looking for a candidate who has substantial experience in P&A that 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.
Job Responsibilities:

  • Lead and assist in creation of senior management presentation and reviews (e.g. Investor Day materials, business reviews, off-sites etc.)
  • Develop essential management Information for decision support (e.g. analysis of competitor information and development of any strategic responses)
  • Ingest and analyze financial results (e.g. revenues, expenses, headcount) and communicate to business leads in way that allows for actionable insights that can impact business performance
  • Support shaping and execution of strategic initiatives as well as ad-hoc requests
  • Assist in digital transformation agenda - create self-serve interactive financial dashboards
  • Maintain and improve monthly reporting models related to P&L forecasting & budgeting as well as understanding the drivers of the business for both historical and projected period


Required qualifications, capabilities and skills:

  • Ability to work cross-functionally with multiple competing priorities and deliverables under pressure
  • Excellent written and oral communication skills as well as and relationship management skills
  • Proactive thinker with a growth and creative mindset
  • Organized and detail oriented with the ability to problem solve


Preferred qualifications, capabilities, and skills:

  • Bachelor's degree in Finance or Accounting
  • Minimum 5 years of experience within Financial Services; Experience with payments & liquidity
  • Strong proficiency with Excel and PowerPoint; experience with data and data analytics tools
  • Experience with Planning and Analysis, Business Management, Project Management or Strategy


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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

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The Company
New York, NY
250,000 Employees
Hybrid Workplace

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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.

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