Financial Analysis Associate - Business Banking

About the role

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 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.

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 projects, and requests.
• Partner with teammates and cross-functional contacts to gather inputs and clarify data.
• Contribute to automation and streamlining of recurring processes.
• Develop understanding of the role of cash management field and the way they support the broader business banking organization.
• Actively seek feedback to strengthen financial analysis and communication skills, and take on increasing responsibility as experience and proficiency grow.

Requirements

• 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 eagerness to learn about how financial insights support business decisions.
• Willingness to learn advanced modeling and workflow automation skills and tools.

Preferred Qualifications

• Working knowledge of Essbase is a plus.
• Experience with data analytics and visualization tools such as Alteryx, Python, SAS, Databricks, or similar tools. 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. 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.

Benefits

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.