Finance & Business Management, Associate Merchant Services

Join a high-impact team where you help shape decisions for our Merchant Services business. Youll work with large datasets to drive actionable insight craft compelling executive materials and partner across teams to solve complex problems. Were looking for a proactive self-starter who takes ownership thrives on curiosity and moves work forward as part of a collaborative supportive team.

As a Business Management Associate in the Commercial & Investment Banking (CIB) Finance & Business Management (F&BM) team you support the Merchant Services (Payments) Small and Medium Business (SMB) by delivering reporting analytics and executive materials that inform strategic decisions. A core part of this role is working hands-on with big datawrangling cleaning and transforming large disparate datasets into reliable decision-ready intelligence. You will partner with business managers finance and project teams to lead financial processes investment planning business cases budgeting monthly reviews OKRs and special projects. Your work will surface trends risks and opportunities that help senior leadership optimize performance and manage risk.

Job Responsibilities

• Take initiative to independently build and maintain recurring and ad-hoc reporting to track key business drivers and performance trendsanticipating 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.

Required Qualifications Capabilities and Skills

• Bachelors degree in Business Finance Economics MIS or a related field.
• Proven self-starterwho 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 datacomfortable 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.

Preferred Qualifications Capabilities and Skills

• Hands-on experience cleaning wrangling and automating workflows on large datasets using Excel and Alteryx.
• Experience working with modern data platforms and querying tools such as Snowflake Databricks or SQL to extract transform and analyze large datasets.
• Experience using PowerPoint with PitchPro for executive-level presentation development.