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Finance & Business Management - Associate

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 13 days ago

No clicks

**Finance & Business Management Associate** sought for Plano, TX. Strategic thinker needed to support Merchant Services' business operations. Key responsibilities include creating accurate financial reports, producing executive-level materials, collaborating across teams, and driving data-driven decisions. Proficient in advanced Excel, PowerPoint, and desired tools include PitchPro+ and Alteryx. Ideal candidate possesses strong analytical skills, compelling storytelling, and excellent project management capabilities.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States

Full Job Description

Location: Plano, TX, United States

The Commercial & Investment Banking Finance & Business Management team is seeking a strategic, analytical, and energetic professional to support the Merchant Services (Payments) business. The team leads financial processes and business operations for the Small & Medium sized business, including investment planning, business cases, budgeting, monthly business reviews, OKRs, financial analysis, and special projects for senior leadership.

Key Responsibilities:

  • Reporting and analytics: Create and maintain recurring and adhoc reporting; conduct deepdive analyses on key business drivers to surface trends, risks, and opportunities
  • Executive materials: Develop and deliver polished executive materials that articulate performance, competitive positioning, market opportunities, and progress against goals; rapidly produce mockups for management presentations, reports, and dashboards; use PitchPro+ for executivelevel presentation development 
  • Stakeholder engagement: Coordinate deliverables with business managers, finance, project managers, and other F&BM teams; provide high responsiveness to executive adhoc requests across project management, presentation development, and business analysis 
  • Data tooling: Leverage Excel to organize and analyze large datasets and produce impactful analysis; distill data into clear, concise conclusions and executiveready materials 
  • Problem solving and delivery: Identify issues, involve affected parties, design solutions, obtain buyin, and communicate through resolution; manage daily adhoc requests while continuously simplifying and improving business processes with global team members 
  • Conduct bespoke / ad-hoc analyses to diagnose performance, size opportunities, validate hypotheses, and measure impact of initiatives

 

Required qualifications, skills and capabilities:

  • Communication & storytelling: Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials 
  • Analytical & technical: Strong analytical and problemsolving skills; advanced Excel and PowerPoint; ability to handle large datasets and derive insights for decisionmaking 
  • Project & time management: Demonstrated ability to manage multiple priorities in a fastpaced environment with strong organization and attention to detail; effective time management and prioritization 
  • Collaboration & influence: Able to collaborate across large, matrixed teams; build trusted relationships at multiple levels; provide direction and partner with experienced leadership to implement significant business solutions 
  • Adaptability & ownership: Selfmotivated, tenacious, and able to work independently; comfortable pivoting focus with shifting business priorities while maintaining quality outcomes  
  • PitchPro+ for executivelevel presentation development 
  • Advanced Excel (or Alteryx) for analytics and reporting automation
     

Preferred qualifications, skills and capabilities: 

  • Bachelors degree in Business, Finance, Economics, or a related field 
  • PitchPro+ for executivelevel presentation development
  • Advanced Excel (or Alteryx) for analytics and reporting automation 

 

 

 

JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans. We are committed to providing an inclusive workplace where all employees feel respected and valued. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, disability, pregnancy, marital status, protected veteran status, or any other basis protected under applicable law.

The Merchant Services Small & Medium Business and Middle Market (US & Canada) business is seeking an Associate Business Manager to play a prominent role in shaping and executing the growth strategy, elevating performance management, and driving fact-based decisioning across the organization

Finance & Business Management - Associate

Compensation

Not specified

City: Not specified

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

13 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Finance & Business Management Associate** sought for Plano, TX. Strategic thinker needed to support Merchant Services' business operations. Key responsibilities include creating accurate financial reports, producing executive-level materials, collaborating across teams, and driving data-driven decisions. Proficient in advanced Excel, PowerPoint, and desired tools include PitchPro+ and Alteryx. Ideal candidate possesses strong analytical skills, compelling storytelling, and excellent project management capabilities.

Full Job Description

Location: Plano, TX, United States

The Commercial & Investment Banking Finance & Business Management team is seeking a strategic, analytical, and energetic professional to support the Merchant Services (Payments) business. The team leads financial processes and business operations for the Small & Medium sized business, including investment planning, business cases, budgeting, monthly business reviews, OKRs, financial analysis, and special projects for senior leadership.

Key Responsibilities:

  • Reporting and analytics: Create and maintain recurring and adhoc reporting; conduct deepdive analyses on key business drivers to surface trends, risks, and opportunities
  • Executive materials: Develop and deliver polished executive materials that articulate performance, competitive positioning, market opportunities, and progress against goals; rapidly produce mockups for management presentations, reports, and dashboards; use PitchPro+ for executivelevel presentation development 
  • Stakeholder engagement: Coordinate deliverables with business managers, finance, project managers, and other F&BM teams; provide high responsiveness to executive adhoc requests across project management, presentation development, and business analysis 
  • Data tooling: Leverage Excel to organize and analyze large datasets and produce impactful analysis; distill data into clear, concise conclusions and executiveready materials 
  • Problem solving and delivery: Identify issues, involve affected parties, design solutions, obtain buyin, and communicate through resolution; manage daily adhoc requests while continuously simplifying and improving business processes with global team members 
  • Conduct bespoke / ad-hoc analyses to diagnose performance, size opportunities, validate hypotheses, and measure impact of initiatives

 

Required qualifications, skills and capabilities:

  • Communication & storytelling: Strong presentation skills with the ability to craft a clear narrative for initiatives and translate complex qualitative and quantitative insights into concise executive materials 
  • Analytical & technical: Strong analytical and problemsolving skills; advanced Excel and PowerPoint; ability to handle large datasets and derive insights for decisionmaking 
  • Project & time management: Demonstrated ability to manage multiple priorities in a fastpaced environment with strong organization and attention to detail; effective time management and prioritization 
  • Collaboration & influence: Able to collaborate across large, matrixed teams; build trusted relationships at multiple levels; provide direction and partner with experienced leadership to implement significant business solutions 
  • Adaptability & ownership: Selfmotivated, tenacious, and able to work independently; comfortable pivoting focus with shifting business priorities while maintaining quality outcomes  
  • PitchPro+ for executivelevel presentation development 
  • Advanced Excel (or Alteryx) for analytics and reporting automation
     

Preferred qualifications, skills and capabilities: 

  • Bachelors degree in Business, Finance, Economics, or a related field 
  • PitchPro+ for executivelevel presentation development
  • Advanced Excel (or Alteryx) for analytics and reporting automation 

 

 

 

JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans. We are committed to providing an inclusive workplace where all employees feel respected and valued. We do not discriminate on the basis of race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, disability, pregnancy, marital status, protected veteran status, or any other basis protected under applicable law.

The Merchant Services Small & Medium Business and Middle Market (US & Canada) business is seeking an Associate Business Manager to play a prominent role in shaping and executing the growth strategy, elevating performance management, and driving fact-based decisioning across the organization