Vice President, Wealth Management P&A

Job Responsibilities

• Perform financial budgeting, reporting, forecasting and analysis, and distill and refine financial storytelling for business results.
• Oversee processes to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Develop and track performance metrics, creating presentations, and generally provide financial analysis on a variety of topics to senior management.
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets.
• Prepare materials for internal leadership meetings and forums (e.g., Business Reviews), as well as external forums (e.g., Investor Day).
• Create ad-hoc analysis and presentations for senior management, and help design new reports and dashboards to efficiently deliver the financial results to senior management.
• Enhance controls and streamline processes, introducing automation where possible, and enhance consistency and efficiency across processing and reporting to meet business needs.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Accounting, Finance or a related subject
• 8+ years of work experience in Financial Services
• Advanced skills in Excel and PowerPoint and Essbase
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated self-starter with excellent time management/prioritization skills
• Inquisitive, enthusiastic and diligent, and capable of challenging peers

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, 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.