Payments Treasury Services - Planning & Analysis – Associate
Company: JPMorganChase
Location: Plano
Posted on: April 1, 2026
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Job Description:
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 Treasury Services team of
the Payments Business, and you'll be involved in monthly business
reviews, Quarterly Earnings, and budget cycles. As a Payments
Financial Planning and Analysis Associate in the Payments
organization, you will have the opportunity to shape the strategic
vision of the business through reporting, analytics, and robust
budgeting. 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 analysis
of business performance and prepare monthly business reviews for
senior leaders. Work on the planning cycle, including annual
budgeting, periodic forecasting and analysis of variances to the
plan Perform ad hoc analysis of the business and business drivers.
Identify opportunities for business improvement and recommend
actions across the business Provide analytical support for business
strategy and own strategic deliverables from concept to completion.
Work closely with other Segment P&A teams and the Payments
P&A consolidation team Ensure data integrity, accuracy and
timeliness in all financial reporting Required skills,
capabilities, and qualifications: 3 years of experience in a medium
to large diverse organization in Finance/Accounting and or
management consulting Bachelor’s degree in Accounting/Finance
Experience in planning, forecasting, budgeting (P&A role)
Strong quantitative, critical thinking and analytic skills,
excellent quantitative and analytical problem solving skills,
confidence with finance and accounting concepts, understanding of
financial statements, has the ability to comprehend and clearly
communicate complex concepts in a fast-paced, dynamic environment
and provide strong documentation Strong interpersonal, verbal and
written communication skills - ability to synthesize financial
information into concise, insightful and actionable recommendations
comfortable interacting with and presenting to all levels of
management Strong proficiency with AI tools, Excel, Alteryx, and
PowerPoint required Exceptional attention to detail related to
providing accurate and timely data Preferred skills, capabilities,
and qualifications: Proficiency with PitchPro preferred 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).
Keywords: JPMorganChase, Plano , Payments Treasury Services - Planning & Analysis – Associate, Accounting, Auditing , Plano, Texas