JP Morgan Chase & Co.

Associate, Payments Trade & Working Capital, Planning & Analysis

JP Morgan Chase & Co.$80K — $110K *
Plano, TX 75024In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • BA/BS in Finance, Economics, Accounting; CFA, CPA, or MBA preferred
  • 2+ years of FP&A or strategic finance experience in financial services
  • Proactive contributor with a growth mindset
  • Detail-oriented with strong problem-solving abilities
  • Exceptional communication and presentation skills
  • Advanced proficiency in PowerPoint, Excel, and Alteryx
  • Ability to synthesize large data sets into clear insights

Responsibilities

  • Manage annual financial planning activities and month-end financial forecasting
  • Develop and analyze financial results, creating actionable presentations
  • Partner with P&A lead on financial reporting for business insights
  • Collaborate on presentations for senior management and ad hoc projects
  • Assist in executing the digital transformation agenda and strategic initiatives
  • Conduct deep dive analyses on key business issues to propose solutions

Benefits

  • Opportunity to impact global operations
  • Collaborative work environment with diverse stakeholders
  • Support for ongoing professional development
  • Access to technological resources for driving efficiency
  • Engagement in high-stakes financial and strategic initiatives
Full Job Description
JOB DESCRIPTION

As an Associate in the Payments Trade & Working Capital Planning & Analysis (P&A) Team, you will be engaged in both supporting day-to-day business objectives, as well as shaping the strategic vision of the business along with the P&A Lead of the product; can manage critical deliverables in a fast-paced environment, collaborate and lead a diverse set of stakeholders, think strategically, and communicate in a concise and thoughtful manner. This role empowers you to develop and present comprehensive financial analyses, maintain sophisticated financial models, and conduct in-depth investigations into key business issues. You'll work closely with business partners to ensure timely and accurate delivery of initiatives, fostering strong relationships with key stakeholders. Elevate your career by driving financial excellence and making a tangible impact on our global operations.

Job Responsibilities:

  • Managingannual and continual financial planning activities for product areas, and providing business rationale and decisions for all month-end financial performance and forecasting. [Revenue, Expenses, Headcount, Balance sheet, ROE etc]
  • Develop and analyze financial results, creating presentations, and providing financial analysis on a variety of topics (e.g. revenues, expenses, headcount) including key drivers of results and explaining changes from prior forecast/budgets, to help communicate to business leads in way that allows for actionable insights on business performance
  • Partner with P&A lead and team members to work on various financial reporting and communicate to business leads / business management in ways that allow for actionable insights that can impact business performance (e.g. monthly business review / quarterly business reviews / budget reviews etc)
  • Collaborate with Business Management teams as well as Payments Central & Strategy team on critical presentations and projects such as Period business reviews, Budget reviews, senior management offsites, ad hoc special projects etc.
  • Assist in digital transformation agenda: support shaping and execution of strategic initiatives as well as ad-hoc requests by assisting through efficiency reporting, multiple analytics, and helping build long term strategy, including location strategy
  • Conduct "deep dive" analyses on key issues impacting business to determine root cause and propose solutions

Required qualifications, capabilities, and skills:

  • BA/BS in Finance, Economics, Accounting (CFA, CPA/ MBA)
  • At least 2 years of relevant FP&A or strategic finance experience in the financial services industry
  • Proactive thinker with a growth and creative mindset
  • Organized and detail oriented with the ability to problem solve
  • Strong communication, executive storytelling, and presentation skills, both written and verbal
  • Strong PowerPoint and Excel skills required; high level of detail orientation. Proficiency in Alteryx and any other technology to drive automations
  • Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
  • Experience with Planning and Analysis, Business Management, Project Management or Strategy
  • Strong financial modeling and analytical skills, with ability to analyze large and disparate data sets and synthesize into clear conclusions
  • Strong problem solving skills, leveraging versatile skillset to identify and recommend ways to address issues with performance, strategy, and organizational effectiveness

Preferred qualifications, capabilities, and skills:

  • Prior P&A experience in Trade & Working Capital or Lending businesses preferred

Additional Information

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).

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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