Payments Planning and Financial Analysis- Associate

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

As a Financial Analysis Associate in our Finance team, you will spend each day defining, refining, and delivering set goals for our firm. You will partner across the organization to provide financial and strategic analysis, oversee budgeting and forecasting, and deliver management reporting. Your responsibilities will include analyzing, preparing, and reconciling accounting and technical data, as well as preparing reports to support business decisions. You will continuously seek opportunities to streamline processes and minimize cycle times through automation and process improvement. Additionally, you will develop recommendations to enhance business procedures and operations, maintain financial and reporting systems, and assist with special projects or components of other initiatives as needed.

Job responsibilities

• Manage annual and ongoing financial planning activities for product areas, provide business rationale and decisions for month-end financial performance and forecasting, and conduct reviews and analysis on product financial performance, consumption and demand planning, budgeting, billing, trends, and exception reports.
• Drive efficiency reporting, analytics, and strategy, including location strategy, span of control, and other reporting and analytics initiatives.
• Create financial business cases to support business initiatives.
• Report on and monitor key metrics, drive 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 key drivers of results and present commentary to senior managers, explaining changes from prior forecasts and budgets.
• Design new reports and dashboards to efficiently deliver financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• 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

Required qualifications, capabilities, and skills

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

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.

Client-provided location(s): Mumbai, India

Job ID: JPMorgan-210678362

Employment Type: FULL_TIME

Posted: 2025-10-23T19:25:21