Consumer & Community Banking - Planning and Analysis - Senior Associate

Job Description

Lead financial analysis and executive reporting with senior leaders to deliver clear insights that guide critical business decisions

As a Senior Associate in Consumer Banking P&A, you will partner with P&A and other finance teams across the business to understand business and financial results and support the financial analytics and consolidation of monthly business review materials for meetings with both firmwide and Consumer & Community Banking (CCB) leadership teams. You will also contribute to the analyses that support public disclosure associated with the business’ strategy, financial performance, and industry trends for the Firm’s presentations at Investor Day and industry conferences.

Job responsibilities

• Support key financial activities including recurring financial reporting, forecasting, and analysis, as well as budget and capital stress testing analytics, controls governance, and business resiliency 

• Perform variance analysis and refine financial storytelling that provides key drivers of the results versus prior forecasts/budgets

• Coordinate and prepare materials for leadership meetings (e.g., Business Reviews) and external forums (i.e., Investor Day, industry conferences)

• Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)

• Enhance controls and identify process improvement opportunities (e.g., streamline processes, introduce automation, develop new reporting) to efficiently deliver financial results to senior management

Required qualifications, skills, and capabilities:

• Bachelor’s degree in Accounting, Finance, or related field

• 2+ years of professional experience in financial planning and analysis, with demonstrated ownership of recurring financial reporting/forecasting deliverables and experience analyzing P&L and balance sheet drivers

• Advanced Microsoft Office skills (Excel and PowerPoint)

• Strong analytical, critical thinking, and problem-solving skills; ability to distill large quantities of information (both data and qualitative content) into main takeaways

• Excellent relationship management skills and ability to drive change across a large, complex organization

• Ability to multi-task, work well under pressure, and maintain keen attention to detail

• Ability to communicate and present to partners and senior leaders (both oral and written)

• Team-oriented, observes the highest degree of confidentiality, with a passion for driving quantifiable business results

Preferred qualifications, skills, and capabilities:

• Experience with financial systems such as Essbase and Hyperion, or willingness to learn

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.