Finance & Business Management - Home Lending - Associate

Job Description

Join the Home Lending Servicing Financial Analysis team as a Finance & Business Manager, and partner across the business to advise the Chief Financial Officer & Servicing leadership on how to increase profitability.

As a Senior Associate in our Home Lending Finance & Business Management team, you will partner across the business to deliver financial and strategic analysis, coordinate expense and headcount planning, and produce management reporting. You will help ensure leaders have clear, timely insights into performance drivers, risks, and opportunities.

Job responsibilities

• Lead annual and ongoing planning activities for assigned areas, including budgeting and forecasting for expense and headcount
• Support month-end performance reviews and communicate results and outlook updates
• Analyze financial performance drivers and provide actionable insights
• Develop financial business cases for new initiatives and investments
• Track and report key performance metrics; improve data quality and reporting effectiveness
• Create senior leadership presentations with solid narrative and clear recommendations
• Perform variance analysis versus forecast and budget, explain drivers, and highlight implications

Required qualifications, capabilities and skills

• Bachelor’s degree in Accounting, Finance, or a quantitative/technical discipline
• At least 2 years of experience in financial services and/or accounting/controller roles
• Advanced Excel and PowerPoint skills
• Experience working with large data sets (data gathering, analysis, and manipulation)
• Ability to produce ad hoc reporting and analysis for senior leaders
• Advanced analytical skills, attention to detail, and ability to communicate insights clearly
• Proven ability to deliver in fast-paced environments with shifting priorities

Preferred qualifications, capabilities and skills

• Experience partnering with Finance, business stakeholders, and Financial Planning & Analysis
• Advanced prioritization, execution, and stakeholder management skills.
• Clear written and verbal communication and comfort presenting to leadership
   

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).

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.