Job Description

Financial Planning & Analysis (P&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

As an Associate in Consumer & Community Banking's Central P&A team, you will partner with P&A and other finance teams in each line of business to understand business and financial results and prepare management reports and presentations for senior management including the Operating Committee and the Board of Directors.

Job Responsibilities

• Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income and Net Interest Margin analytics and analyzing business performance drivers
• Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
• Analyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of financial results
• Support additional one-off and repeatable analyses as required by senior management
• Support ad hoc projects as necessary

Required qualifications, skills and capabilities

• Bachelor's Degree in Accounting, Finance, Economics, or related field
• 2+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
• Previous experience in a finance / planning role in banking or financial services
• Advanced Microsoft Office skills (Excel & PowerPoint in particular)
• Experience in the consolidation, review, analysis and presentation of financials
• Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
• Excellent oral and written communication and relationship management skills
• Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
• Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary

Preferred qualifications, skills and capabilities

• Experience with internal financial systems such as Essbase and Hyperion preferred

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