Payments Planning & Analysis (P&A) are a part of the Strategic Finance team that supports the Payments organization. You could be a part of a team that is engaged in both supporting day-to-day business objectives, as well as shaping the strategic vision of the business, working with a wide range of product teams (Payments & Commerce Solutions, Liquidity & Account Solutions, and Trade Finance), lines of business (Corporate & Investment Bank, Commercial Bank) and functional partners (Business Managers, Controllers, Technology, Operations) globally. The candidate will have the opportunity to work with other highly motivated individuals in transforming the finance function into a connected, forward looking organization that promotes strategic decision making of the business.
The team believes in a collaborative approach, so relationship building will be key to success in this role. We are looking for a candidate that can collaborate globally across a diverse set of stakeholders in a dynamic environment. This is a highly visible role across the Payments organization with exposure to the Chief Financial Office (CFO) of the business, as well as offers the ability to work closely with a wide variety of stakeholders and senior business leads.
Job responsibilities:
- Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
- Creating financial business cases supporting business initiatives
- Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
- Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
- Performing variance analysis to understand the key factors of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities, and skills:
- Bachelors degree in Accounting, Finance or a subject of a technical nature
- 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Ability to create ad hoc reporting for senior management
- Proficiency with data mining/gathering and manipulation of data sets
Preferred qualifications, capabilities, and skills:
- Inquisitive, enthusiastic, diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Advanced skills in Excel and PowerPoint
- Proven track record for executing on special projects / assignments with often little lead time or information
- Highly motivated, able to thrive and think clearly under tight deadlines, excellent time management/prioritization skills
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Keyword: card%20services
Payments Planning & Analysis (P&A) are a part of the Strategic Finance team that supports the Payments organization. You could be a part of a team that is engaged in both supporting day-to-day business objectives, as well as shaping the strategic vision of the business, working with a wide range of product teams (Payments & Commerce Solutions, Liquidity & Account Solutions, and Trade Finance), lines of business (Corporate & Investment Bank, Commercial Bank) and functional partners (Business Managers, Controllers, Technology, Operations) globally. The candidate will have the opportunity to work with other highly motivated individuals in transforming the finance function into a connected, forward looking organization that promotes strategic decision making of the business.
The team believes in a collaborative approach, so relationship building will be key to success in this role. We are looking for a candidate that can collaborate globally across a diverse set of stakeholders in a dynamic environment. This is a highly visible role across the Payments organization with exposure to the Chief Financial Office (CFO) of the business, as well as offers the ability to work closely with a wide variety of stakeholders and senior business leads.
Job responsibilities:
- Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
- Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
- Creating financial business cases supporting business initiatives
- Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
- Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
- Performing variance analysis to understand the key factors of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
- Helping design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities, and skills:
- Bachelors degree in Accounting, Finance or a subject of a technical nature
- 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
- Ability to create ad hoc reporting for senior management
- Proficiency with data mining/gathering and manipulation of data sets
Preferred qualifications, capabilities, and skills:
- Inquisitive, enthusiastic, diligent, and capable of challenging peers
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Advanced skills in Excel and PowerPoint
- Proven track record for executing on special projects / assignments with often little lead time or information
- Highly motivated, able to thrive and think clearly under tight deadlines, excellent time management/prioritization skills
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Keyword: card%20services
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worlds 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. In accordance with applicable law, we make reasonable accommodations for applicants and employees religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the WELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firms current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firms vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.
Equal Opportunity Employer/Disability/Veterans
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The worlds most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.