
Global financial services firm
Payments Treasury Services - Planning & Analysis – Associate
Required skills
Excel
Join our Payments Planning and Analysis team and shape our business's strategic vision while transforming our finance function into a forward-thinking, connected organization. You'll communicate business promoters to senior leaders, solve complex issues, and collaborate with stakeholders in a dynamic environment. Your work will support the Treasury Services team of the Payments Business, and you'll be involved in monthly business reviews, Quarterly Earnings, and budget cycles.
As a Payments Financial Planning and Analysis Associate in the Payments organization, you will have the opportunity to shape the strategic vision of the business through reporting, analytics, and robust budgeting. This role offers high visibility across the organization and the chance to work closely with a wide variety of stakeholders and senior business leads.
Job Responsibilities:
- Conduct analysis of business performance and prepare monthly business reviews for senior leaders.
- Work on the planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan
- Perform ad hoc analysis of the business and business drivers. Identify opportunities for business improvement and recommend actions across the business
- Provide analytical support for business strategy and own strategic deliverables from concept to completion.
- Work closely with other Segment P&A teams and the Payments P&A consolidation team
- Ensure data integrity, accuracy and timeliness in all financial reporting
Required skills, capabilities, and qualifications:
- 3+ years of experience in a medium to large diverse organization in Finance/Accounting and or management consulting
- Bachelor’s degree in Accounting/Finance
- Experience in planning, forecasting, budgeting (P&A role)
- Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts, understanding of financial statements, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment and provide strong documentation
- Strong interpersonal, verbal and written communication skills - ability to synthesize financial information into concise, insightful and actionable recommendations comfortable interacting with and presenting to all levels of management
- Strong proficiency with AI tools, Excel, Alteryx, and PowerPoint required
- Exceptional attention to detail related to providing accurate and timely data
Preferred skills, capabilities, and qualifications:
- Proficiency with Pitch Pro preferred
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
Employees
New York City
Headquarters
$500B
Valuation
Reviews
10 reviews
3.8
10 reviews
Work-life balance
3.5
Compensation
4.0
Culture
3.8
Career
3.2
Management
2.8
68%
Recommend to a friend
Pros
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
Cons
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
Salary Ranges
44 data points
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6 reports
$126,500
total per year
Base
$110,000
Stock
-
Bonus
-
$103,500
$201,250
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
14-28 weeks
Offer rate
50%
Experience
Positive 25%
Neutral 75%
Negative 0%
Interview process
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
Common questions
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
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