JPMorganChase · 2 hours ago
Payments Liquidity & Account Solutions, Planning & Analysis, Vice President
Plano, TX
Full-time
Onsite
Mid, Senior Level
6+ years expJPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to a diverse clientele. The Payments Financial Planning and Analysis role involves shaping the strategic vision of the business through reporting, analytics, and budgeting, while collaborating with stakeholders and supporting the Liquidity and Account Solutions team.
Asset ManagementBankingFinancial Services
Responsibilities
Conduct in-depth analysis of business performance revenue, expenses and balance sheet, including development of materials for senior monthly business reviews
Collaborate on the revenue planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan
Perform ad hoc analysis of the business and business drivers as needed
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
Drive efficiencies and process improvement to the P&A function
Ensure data integrity, accuracy and timeliness in all financial reporting including Earnings materials
Qualification
Required
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
Preferably with experience in Liquidity Management and Capital concepts, 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, and RWA is preferred
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
Represents job field similar to this job
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
Recent News
2026-01-16
2026-01-13
2026-01-08
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