Financial Analysis Associate - Business Banking

Job Description

Join our industry-leading Business Banking (BB) team, a vital part of Consumer and Business Banking (CBB), where we provide innovative deposit, lending, and cash management solutions to the small business segment. The BB Sales Finance team reports into the Business Banking CFO and supports the BB National Sales organization to drive productivity and profitability through strategic and analytical support and reporting.  As a key member of the BB Field Finance team your work will directly impact key business decisions that help drive the business forward.  Your primary focus will be support of Cash Management field.  

 As a Financial Analysis Associate in the National Sales finance team, you will be responsible for reporting, expense and headcount planning, forecasting, and occasional ad hoc projects related to supporting cash management field.  You will partner closely with cash management field leadership and provide timely and accurate recurring financial reporting, business support and strategic analytics to help inform business decisions. 

This is a unique and high visibility opportunity for someone in early career to gain experience in financial planning and reporting and drive impactful financial support to our sales organization.

Job responsibilities:

• Prepare timely recurring reports and materials used in business reviews and expense reviews, and ensure data accuracy through validations, reconciliations, and tie-outs.
• Support monthly expense and headcount tracking and forecast updates.
• Provide commentary on results and variances to targets.
• Support senior leadership teams with internal presentations and business reviews, ad hoc business project and requests.
• Partner with teammates and cross-functional contacts to gather inputs and clarify data. 
• Contribute to automation and streamlining of recurring process.
• Develop understanding of the role of cash management field and the way they support broader business banking organization.
• Actively seek feedback to strengthen financial analysis and communication skills, and take on increasing responsibility as experience and proficiency grow.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Finance, Economics, Accounting, Statistics, Computer Science, or related field. 
• 2+ years of work experience in finance, data analytics, business management, accounting, or a related role. 
• Strong attention to detail and analytical skills, comfortable working with numbers and data. 
• Clear written and verbal communication skills with the ability to communicate complex concepts in an easily digestible way.
• Experience using Excel to analyze data and build recurring reports.
• Comfortable with creating and updating decks for stakeholder reviews.
• Proven track record of working with cross functional teams.
• Dependable with strong organizational skills and ability to manage multiple priorities.
• Possess a growth mindset with an interest in automation, analytics, or improving processes.
• Curiosity and eager to learn about how financial insights support business decisions.
• Willingness to learn advanced modeling and workflow automation skills and tools. 

Preferred qualifications, capabilities, and skills:

• Working knowledge of Essbase is nice to have.
• Experience with data analytics and visualization tools such as Alteryx, Python, SAS, Databricks or similar tools is a plus – training on the job will be available if necessary. 

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role is not eligible for relocation assistance.

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.