Payments P&A, Associate

JPMorgan Chase & Co.•Plano, TX

About The Position

Within the Global Finance & Business Management team, Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors. As an Associate in Planning and Analysis, you will be responsible for coordinating the budgeting and forecasting process, as well as management reports and presentations. We are looking for a candidate who has experience in P&A that can manage critical deliverables in a fast-paced environment, collaborate a diverse set of stakeholders, think strategically, and communicate in a concise and thoughtful manner.

Requirements

2+ years of relevant FP&A experience
Bachelor’s degree in Finance, Economics, Accounting, or related field
Self-starter able to thrive in a fast-paced, results-driven environment and adapt to shifting priorities
Strong communication skills, including executive-ready storytelling and presentations (written and verbal)
Strong quantitative, analytical, and financial modeling skills; able to analyze large, disparate data sets and synthesize clear conclusions
Proficiency in Alteryx and other technologies to drive process automation and efficiency
Sound judgment, professional maturity, integrity, and strong work ethic; proactive and results-oriented
Collaborative team player and trusted partner to Business, Finance, and FP&A stakeholders
Strong problem-solving ability, with a track record of identifying issues and recommending improvements across performance, strategy, and organizational effectiveness

Nice To Haves

Experience preferably within financial services
CFA/CPA/MBA a plus
Advanced Excel and PowerPoint skills; experience with Essbase and automation tools (e.g., VBA, macros) preferred

Responsibilities

Partner with the broader team to manage annual and ongoing financial planning for product areas; deliver month-end performance analysis and forecasts (revenue, expenses, headcount, balance sheet, ROE, etc.)
Build, maintain, and review financial models and analyses (recurring and ad hoc)
Collaborate with stakeholders across P&A, Business Management, Lines of Business, and firmwide partners to deliver recurring and ad hoc initiatives accurately and on time
Perform deep-dive analyses on key business drivers to identify root causes and recommend actions
Build and maintain strong relationships with key stakeholders across Functional Finance, Lines of Business, and firmwide teams
Support the digital transformation agenda by improving reporting efficiency, automating reports/processes, and advancing analytics using tools such as Python, AI/ML, Sigma, and related platforms