Financial Analysis - Card PxT Central Reporting - Senior Associate

Job Description

Join our Card PXT Finance team for an exciting opportunity to drive key initiatives, provide strategic financial analysis & reporting, oversee and coordinate the budgeting and forecasting process, and be a trusted advisor to our Business leaders. Our team is responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.

As a Senior Associate in Card Finance Analytics, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always considering ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.  This role supports the Card Technology and Product businesses across all aspects of financial planning, headcount management and location strategy, while regularly interfacing with applicable business managers and P&A teams.     

Job responsibilities

• Manage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Perform efficiency reporting, analytics, and strategy, including but not limited to, location strategy, span of control, reporting and analytics.
• Create financial business cases supporting business initiatives.
• Report on and monitor key metrics, driving data quality initiatives across the product area, and help define future needs of the product area.
• Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets.
• Enhance controls and streamline processes, introducing automation where possible, and help design new reports and dashboards to efficiently deliver financial results to senior management.
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards.
• Manage and deliver key work streams and tasks, and communicate effectively with key business partners to understand projects and drive next steps.
• Collect and maintain internal resources and documentation on collaboration sites, like SharePoint.
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, or a subject of a technical nature
• 4+ years of work experience in Financial Services with a background in Finance, Business Management, Planning & Analysis, Accounting or Controller background
• Advanced skills in Excel and PowerPoint
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders
• Proficiency with data mining/gathering and manipulation of data sets; strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Inquisitive, enthusiastic, and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management and proven track record for executing on special projects / assignments with often little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines; self-starter with excellent time management/prioritization skills
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Preferred qualifications, capabilities, and skills

• Experience in Product or Technology Finance
• Experience with Essbase

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).

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.