Payments Financial Planning and Analysis

Posted 17 Hours Ago
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Fort Worth, TX
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Payments Financial Planning and Analysis role involves conducting in-depth analysis of capital metrics, leading presentations for senior management, collaborating with various stakeholders, and producing actionable insights for decision support. The role focuses on shaping the strategic vision of the Payments business through financial reporting and analysis while ensuring quality and timely reporting.
Summary Generated by Built In

Job Description
Join our Payments Planning and Analysis team and shape our business's strategic vision while transforming our finance function into a forward-thinking, connected organization. You'll communicate business promoters to senior leaders, solve complex issues, and collaborate with stakeholders in a dynamic environment. Your work will support the Capital/RWA/Balance Sheet management of the Payments Business, and you'll be involved in monthly business reviews, Quarterly Earnings, and budget cycles, providing strategic recommendations to maximize capital efficiency and ROE.
As a Payments Financial Planning and Analysis in the Payments organization, you will have the opportunity to shape the strategic vision of the business through reporting, analytics, and robust budgeting. You will communicate business promoters to senior leaders, contribute to decision-making that may impact financial performance, and collaborate globally across a diverse set of stakeholders in a dynamic environment. This role offers high visibility across the organization and the chance to work closely with a wide variety of stakeholders and senior business leads.
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;


About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Top Skills

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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