Financial Analysis- Senior Associate

Financial Analysis partners across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams handle financial control, forecasting, budgeting, analysis of financial and business metrics, management reporting, development of new reporting capabilities (e.g., dashboards), and advising line of business CFOs on increasing profitability and efficiencies.

About the role

As a Financial Analyst within Card PXT, you will analyze, prepare, and reconcile accounting and technical data, prepare reports, and devise ways to streamline and minimize cycle times through automated applications and process improvement. You will develop recommendations affecting business procedures and operations, maintain financial and reporting systems, and assist with special projects or components of other projects as needed.

Responsibilities

• Manage annual and continual financial planning activities for product areas, providing business rationale and decisions for month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports.
• Develop efficiency reporting, analytics, and strategy, including location strategy, span of control, reporting, and analytics.
• Create financial business cases supporting business initiatives.
• Report on and monitor key metrics, drive data quality initiatives, and help define future needs of the product area.
• Develop and track performance metrics, create presentations, and provide financial analysis on various topics to senior management.
• Perform variance analysis to understand key drivers of results and present commentary to senior managers, explaining changes from prior forecasts or budgets.
• 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 Accounting, Finance, or a technical subject.
• 4+ years of work experience.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining, gathering, and manipulation of data sets.
• Inquisitive, enthusiastic, 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.
• Proven track record for executing special projects with often little lead time or information.
• Highly motivated self-starter with excellent time management and prioritization skills; able to thrive under pressure and tight deadlines.
• Team player with the ability to be respected as a trusted partner for Business, Finance, and FP&A teams.
• Strong analytical and problem-solving skills with the ability to analyze large data sets and present conclusions concisely.

Preferred Qualifications

• 4+ years of work experience in Financial Services and/or an accounting/controller background.

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.

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. 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 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.

About The Team

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We 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. Teams provide information, analysis, and recommendations to improve results and drive decisions, ensuring the company can navigate all types of market conditions while protecting our fortress balance sheet.