Payments Sales & Marketing - Planning & Analysis

As an Associate in Payments Planning and Analysis, you'll play a pivotal role in promoting the financial success of our Payments business through coordinating budgeting, forecasting processes, and producing insightful reports. You'll collaborate with various teams to support revenue realization and expense management, directly influencing our global Payments Strategy. Your role will be crucial in tracking revenue goals and managing expense budgets within our Payments department, a global leader in cash management, liquidity, escrow, and commercial card solutions, serving over 135,000 clients worldwide.

The Financial Planning & Analysis (FP&A) team is at the forefront of our financial strategy, leading and coordinating the budgeting and forecasting processes. This includes projecting earnings over both short- and long-term horizons, adapting to varying economic scenarios. In this role, you will primarily support the Sales and Marketing functions within the Payments business by delivering timely management reporting and analysis. Your work will be crucial in tracking progress towards revenue realization goals and ensuring adherence to expense budgets. Positioned at the intersection of Product and Client segments, you will contribute to shaping the overall Payments Strategy.

Job Responsibilities

• Produce high-quality presentations, analyses, and supporting materials for key internal clients, including senior management. Support and participate in ad-hoc special projects and requests as needed.
• Conduct in-depth analyses on key issues impacting clients or management of Sales and Marketing professionals to determine root causes and propose effective solutions.
• Develop, consolidate, and present comprehensive qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
• Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.
• Act as a key liaison between Firm-wide Planning & Analysis (P&A), lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses.
• Work closely with business partners across P&A, Business Management, Product Control and lines of business, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives.

Required qualifications, capabilities and skills

• Must be a proactive self-starter capable of thriving in a fast-paced, results-driven environment.
• BA/BS in Finance, Economics, or Accounting
• Ability to build strong partnerships with colleagues, with a desire to learn quickly, be flexible, and think strategically.
• Experience with client-level analysis and reporting.
• Demonstrates sound judgment, professional maturity, personal integrity, and a strong work ethic. Must be proactive, results-oriented, and able to manage multiple tasks simultaneously, with comfort in frequently changing priorities.
• Ability to comprehend and clearly communicate complex concepts while maintaining composure in a fast-paced, dynamic environment. Excellent organizational, management, and both verbal and written communication skills.
• Strong quantitative, analytical, and problem-solving skills. Proficiency in Excel and PowerPoint is essential.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
• Detail-oriented individual capable of working well under pressure, handling multiple projects and initiatives simultaneously.
• Team-oriented, inquisitive, and a critical thinker who anticipates questions from internal clients and senior management.

Preferred qualifications, capabilities, and skills

• CFA, CPA, MBA a plus
• Familiarity with coalition, client segments, deal stages, revenue realization, and key client metrics is preferable.
• At least 4 years of relevant FP&A experience, preferably in the financial services industry.

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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

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.