Finance & Business Management, Associate - Merchant Services

JPMorgan Chase Merchant Services in Plano, TX offers an on-site role focused on informing strategic decisions through reporting, analytics, and executive materials. This position is supported by a comprehensive benefits package that includes health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Benefits

• Health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Responsibilities

• Take initiative to independently build and maintain recurring and ad-hoc reporting to track key business drivers and performance trends—anticipating needs before they are raised.
• Work extensively with large, complex datasets: source, cleanse, validate, and transform raw data into accurate, analysis-ready foundations.
• Perform deep-dive analyses to identify risks, opportunities, and root causes, translating findings into clear recommendations.
• Proactively prepare weekly and monthly executive reporting packages and presentations that communicate strategy and performance projections.
• Rapidly create mock-ups for management presentations, reports, and dashboards to accelerate decision-making.
• Coordinate deliverables and timelines with business managers, finance, project managers, and other F&BM partners.
• Respond promptly and independently to executive ad-hoc requests across project management, presentation development, and business analysis.
• Leverage Excel and Alteryx to organize, cleanse, and analyze large datasets at scale; distill insights into concise, executive-ready materials.
• Self-direct problem-solving: identify issues, align stakeholders, design solutions, and drive execution through resolution with clear, timely communication.
• Manage multiple priorities in a fast-paced environment while simplifying and improving business processes with global team members.
• Contribute to investment planning, business cases, budgeting, monthly business reviews, and OKRs for the SMB portfolio.

Requirements

• Bachelor's degree in Business, Finance, Economics, MIS, or a related field.
• Proven self-starter who takes ownership and drives work forward independently, while knowing when to lean on and collaborate with a supportive team of business managers, finance partners, and F&BM colleagues.
• Demonstrated experience working with big data—comfortable handling large, messy, multi-source datasets and performing rigorous data cleaning, validation, and transformation to ensure integrity and accuracy.
• Strong presentation and storytelling skills; ability to craft a clear narrative and translate complex qualitative and quantitative insights into concise executive materials.
• Advanced Excel and PowerPoint skills; ability to handle and manipulate large datasets and derive decision-ready insights; knowledge of or interest in learning Alteryx.
• Demonstrated project and time management skills with strong organization and attention to detail; ability to manage multiple priorities in a fast-paced environment.
• Ability to collaborate across large, matrixed teams; build trusted relationships and influence at multiple levels; partner with leadership to implement business solutions.
• Self-motivated, tenacious, and able to work independently; adaptable to shifting priorities while maintaining high-quality outcomes.

Technologies

• Excel
• Alteryx
• PowerPoint
• Snowflake
• Databricks
• SQL
• PitchPro+

Location: Plano, TX (onsite)