JPMorgan Payments Financial Planning Analysis 

United States, Texas, Plano 

145950434

Job Responsibilities

• Conduct in-depth analysis of factors affecting firm’s capital, such as changes in regulatory requirements, firm risk profiles, balance sheet, and market dynamics, and present findings to senior management.
• Extract insights on capital by performing thorough analysis of the capital and risk-weighted assets metrics for the firm as well as key legal entities and create impactful presentations for the senior management to empower decision making.
• Lead, analyze, review and communicate a number of one-off and repeatable senior management presentations and reviews including, but not limited to: budget and mid-year forecast, financial updates, and analyzing capital performance drivers
• 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
• Ensure team produces essential management information with the correct level of actionable insights for decision support, shaping and execution of strategic initiatives as well as assist in ad-hoc requests

Required qualifications, capabilities & 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 & skills

• Preferably with experience in Capital Management(Basel III endgame, GSIB), 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, RWA and Return of Equity considerations is preferred;