Financial Analysis - Open Banking Finance - Senior Associate

About the role

Join the Open Banking Finance team to support the finance and strategy operating rhythm for the Consumer and Community Banking (CCB) Open Banking organization by coordinating recurring reporting, consolidating inputs across teams, and preparing clear, timely leadership updates. As a Senior Associate within Open Banking Finance, you will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will also manage cross-functional workstreams with other Connected Commerce pillars of Payments and Lending. Additionally, you will be responsible for one of our key businesses where you will deliver value-added financial reporting and analysis, and assist with strategic direction and decision-making.

Responsibilities

• Manage financial budgeting, reporting, forecasting, and analysis.
• Provide analytics and strategy including stakeholder recommendations, customer behavior analysis, and analyzing card business.
• Create financial business cases supporting business initiatives.
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management.
• Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand key drivers of results and present commentary to line of business Chief Financial Officers explaining changes from prior forecasts/budgets.
• Help design new reports and dashboards to efficiently deliver financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible.

Requirements

• Bachelor's degree in Finance, Accounting, or a subject of a technical nature.
• 4+ years of work experience in Financial Services with a Finance, Planning & Analysis, Business Management, Accounting, or Consulting background.
• Advanced skills in Excel and PowerPoint.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Integrity in handling highly sensitive and confidential information.
• Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Preferred Qualifications

• Team player with the ability to be respected as a trusted partner for the Business, Finance, and key partners.
• Willing to learn new technical skills and applications.
• Highly motivated self-starter with excellent time management/prioritization skills.
• Inquisitive, enthusiastic, and diligent, and capable of challenging peers.

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.

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.

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.