JPMorganChase · 22 hours ago
Payments Business Transformation- Financial Planning & Analysis Kinexys Execution Associate
New York, NY
Full-time
Onsite
Mid, Senior Level
$100K/yr - $150K/yr
3+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a wide array of clients. The Senior Market and Product Expansion Associate will play a critical role in executing financial processes, analysis, reporting, and assisting with budget planning while building relationships across the organization.
Asset ManagementBankingFinancial Services
Responsibilities
Maintain and track Kinexys’ budget, non-comp expenses at the vendor level, and support headcount planning and reporting to ensure it is in-line with planned budget
Prepare and submit budget forecasts, accruals, ensuring compliance with deadlines, liaising with Planning & Analysis throughout approval process
Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities and support ad-hoc financial analysis in support of key functional areas of the business and opportunities and analyze financial performance, including expenses; identify productivity initiatives and drive implementation
Liaise with partners across the organization, including Product teams, to align on budget and track cross-functional deliverables and work with Finance partners across the organization including Planning & Analysis, Controllers, Technology F&BM, Vendor Management and Tax teams to track and execute budget
Prepare monthly and quarterly updates on financials and key revenue drivers (volumes, clients, pricing) for the senior management team, including co-heads of Payments and CFO of Payments
Supports the team on pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior
Develops a strong understanding of our products and services to effectively tailor collateral to specific markets
Applies the defined regulatory testing procedures and uses discretion to identify and respond to complex cases when it is unclear whether a product meets market requirements
Contributes to the development of the regulatory testing process and identifies inefficiencies for product improvements
Builds and maintains working relationships with stakeholders across distinct functions including Legal, Risk, Compliance Operations, and Technology
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration or related field
3+ years of experience or equivalent expertise working in Product, Technology, or Project Management
Developing knowledge of risk management and controls, regional and local nuances, and governance requirements
Experience in developing and executing regulatory testing procedures
Proficiency in Microsoft Word, Excel, and PowerPoint
3+ years of experience in management finance, accounting, investment banking and/or business management role with a strong understanding of financial statements, and demonstrable financial modeling skills, particularly on forecasting revenues and costs; experience or equivalent expertise working in Product, Technology, or Project Management
Exceptional organizational skills and attention to detail and proven ability to manage multiple priorities and deliver high-quality work within tight deadlines
Excellent written and verbal communication skills; ability to present complex information clearly and concisely; highly motivated self-starter with excellent time management/prioritization skills
Able to forge strong internal relationships across a broad range of functions
Preferred
Experience with budget planning and compensation processes
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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