JPMorgan Payments Sales & Marketing - Planning Analysis 

United States, New York 

801639453

As an Associate in Payments Planning and Analysis, you'll play a pivotal role in promoting the financial success of our Payments business through coordinating budgeting, forecasting processes, and producing insightful reports. You'll collaborate with various teams to support revenue realization and expense management, directly influencing our global Payments Strategy. Your role will be crucial in tracking revenue goals and managing expense budgets within our Payments department, a global leader in cash management, liquidity, escrow, and commercial card solutions, serving over 135,000 clients worldwide.

The Financial Planning & Analysis (FP&A) team is at the forefront of our financial strategy, leading and coordinating the budgeting and forecasting processes. This includes projecting earnings over both short- and long-term horizons, adapting to varying economic scenarios. In this role, you will primarily support the Sales and Marketing functions within the Payments business by delivering timely management reporting and analysis. Your work will be crucial in tracking progress towards revenue realization goals and ensuring adherence to expense budgets. Positioned at the intersection of Product and Client segments, you will contribute to shaping the overall Payments Strategy.

Job Responsibilities

• Produce high-quality presentations, analyses, and supporting materials for key internal clients, including senior management. Support and participate in ad-hoc special projects and requests as needed.
• Conduct in-depth analyses on key issues impacting clients or management of Sales and Marketing professionals to determine root causes and propose effective solutions.
• Develop, consolidate, and present comprehensive qualitative and quantitative financial analyses, including annual budgets and quarterly/monthly forecast variances.
• Build and maintain strong relationships with key business stakeholders, including firm-wide, Functional Finance, and lines of business teams.
• Act as a key liaison between Firm-wide Planning & Analysis (P&A), lines of business, Functional Finance teams, and other support teams to deliver impactful reporting, planning, and insightful analyses.
• Work closely with business partners across P&A, Business Management, Product Control and lines of business, and the firm to ensure timely, accurate, and effective delivery of recurring and ad-hoc initiatives.

Required qualifications, capabilities and skills

• Must be a proactive self-starter capable of thriving in a fast-paced, results-driven environment.
• BA/BS in Finance, Economics, or Accounting
• Ability to build strong partnerships with colleagues, with a desire to learn quickly, be flexible, and think strategically.
• Experience with client-level analysis and reporting.
• Demonstrates sound judgment, professional maturity, personal integrity, and a strong work ethic. Must be proactive, results-oriented, and able to manage multiple tasks simultaneously, with comfort in frequently changing priorities.
• Ability to comprehend and clearly communicate complex concepts while maintaining composure in a fast-paced, dynamic environment. Excellent organizational, management, and both verbal and written communication skills.
• Strong quantitative, analytical, and problem-solving skills. Proficiency in Excel and PowerPoint is essential.
• Ability to navigate multiple data sets and synthesize them into cohesive presentations and recommendations.
• Detail-oriented individual capable of working well under pressure, handling multiple projects and initiatives simultaneously.
• Team-oriented, inquisitive, and a critical thinker who anticipates questions from internal clients and senior management.

Preferred qualifications, capabilities, and skills

• CFA, CPA, MBA a plus
• Familiarity with coalition, client segments, deal stages, revenue realization, and key client metrics is preferable.
• At least 4 years of relevant FP&A experience, preferably in the financial services industry.