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JPMorgan Chase
JPMorgan Chase

Global financial services firm

Payments Liquidity & Account Solutions, Planning & Analysis, Vice President

RoleFinance
LevelVp
LocationNew York, NY, United States
WorkOn-site
TypeFull-time
Posted2 months ago
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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 Liquidity and Account Solutions 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 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 in-depth analysis of business performance revenue, expenses and balance sheet, including development of materials for senior monthly business reviews

  • Collaborate on the revenue planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan

  • Perform ad hoc analysis of the business and business drivers as needed

  • Communicate and coordinate effectively with other F&BM and corporate functions areas (e.g. Treasury, Firmwide P&A, Business Management, Product Control) to ensure resolution of control and reporting issues in an accurate and timely manner

  • Drive efficiencies and process improvement to the P&A function

  • Ensure data integrity, accuracy and timeliness in all financial reporting including Earnings materials

  • Bachelor's Degree in Accounting, Finance, Economics, Business or related field of a technical nature;

  • Minimum of 6+ years professional experience within banking or financial services;

  • Ability to design business reporting and analysis that is clear, concise and actionable with experience in the consolidation, review, analysis and presentation of Financials and ability to create ad-hoc reporting for senior management;

  • Organized with strong attention to detail and accuracy including a strong control focus - proven ability to produce quality results timely;

  • Highly adaptable, and ability to thrive in an environment where things change quickly and where innovative approaches and experiments are required.

  • Comfortable presenting to senior MD audiences, excellent oral and written communication skills with the ability to articulate complex issues clearly and curate compelling business narrative/story tailored to varying stakeholders;

  • Proactive, highly motivated, self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary with a growth and creative mindset;

  • Strong interpersonal skills with the ability to build relationships, effectively working in a collaborative way, influence key stakeholders and excellent issue resolution skills with the ability to be respected as a trusted partner

  • Exceptional analytical, problem solving, critical thinking with ability to analyze large data sets and present conclusions concisely and with a proven track record of execution against deliverables

  • Able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure with excellent time management/prioritization skills

Required qualifications, capabilities, and skills

  • Bachelor's Degree in Accounting, Finance, Economics, Business or related field of a technical nature;
  • Minimum of 6+ years professional experience within banking or financial services;
  • Ability to design business reporting and analysis that is clear, concise and actionable with experience in the consolidation, review, analysis and presentation of Financials and ability to create ad-hoc reporting for senior management;
  • Organized with strong attention to detail and accuracy including a strong control focus - proven ability to produce quality results timely;
  • Highly adaptable, and ability to thrive in an environment where things change quickly and where innovative approaches and experiments are required.
  • Comfortable presenting to senior MD audiences, excellent oral and written communication skills with the ability to articulate complex issues clearly and curate compelling business narrative/story tailored to varying stakeholders;
  • Proactive, highly motivated, self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary with a growth and creative mindset;
  • Strong interpersonal skills with the ability to build relationships, effectively working in a collaborative way, influence key stakeholders and excellent issue resolution skills with the ability to be respected as a trusted partner
  • Exceptional analytical, problem solving, critical thinking with ability to analyze large data sets and present conclusions concisely and with a proven track record of execution against deliverables
  • Able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure with excellent time management/prioritization skills

Preferred qualifications, capabilities, and skills

  • Preferably with experience in Liquidity Management and Capital concepts, Financial Planning and Analysis (analyzing revenue, expenses and balance sheet drivers); would consider experience within related roles e.g. Product Control, Business Management, Treasury & Capital, Risk or Strategy;
  • Strong technical skills in using Microsoft Excel and PowerPoint; experience with data, data analytics tools and financial planning programs preferred;
  • Experience within Payments or solid understanding of deposit/loan products, especially understanding of Net Interest Income, and RWA is 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

JPMorgan 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