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Finance & Business Management, Senior Associate - Merchant Services
senior · Corporate Finance
Join a high-impact team where you help shape decisions for our Merchant Services business. You'll work with large datasets to drive actionable insight, craft compelling executive materials, and partner across teams to solve complex problems. We're 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 data—wrangling, 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 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.
Required Qualifications, Capabilities, and Skills
- 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.
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.