Payments Planning and Analysis

**JOB DESCRIPTION**
You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team

As a Financial Associate in our Finance team, you will play a pivotal role in partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will be responsible for a wide range of activities, including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, and development of new reporting capabilities such as dashboards. You will advise the line of business CFOs on how to increase profitability and efficiencies.

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm, ensuring that our financial strategies align with our business objectives and drive success.

**Job responsibilities**:

- Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for all month-end financial performance and forecasting.
- Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
- Report on efficiency, analytics, and strategy, including location strategy, span of control, reporting, and analytics.
- Create financial business cases supporting business initiatives.
- Report on and monitor key metrics, driving data quality initiatives across the product area, and help define future needs of the product area.
- Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
- Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
- Help design new reports and dashboards to efficiently deliver the financial results to senior management.
- Enhance controls and streamline processes, introducing automation where possible using Alteryx, Tableau, or any other tools.

**Required qualifications, capabilities, and skills**:

- Advanced skills in Excel and PowerPoint
- Working knowledge of Alteryx and Tableau
- Proficiency with data mining/gathering and manipulation of data sets
- Strong verbal and written communication skills, with the ability to articulate complex issues clearly
- Ability to create ad hoc reporting for senior management
- Proven track record for executing on special projects / assignments, often with little lead time or information
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

**Preferred qualifications, capabilities, and skills**:

- Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
- 3+ years of work experience, preferably in Financial Services, and/or accounting/controller background

**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 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.

**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.