Associate - Financial Analysis

The Chase Consumer & Community Bank Operations organizations provide support for businesses serving more than 61 million consumers and 4 million small businesses across Consumer, Business, and Mortgage Banking, Card Services, Auto Finance, and U.S. wealth management. The Operations Finance team partners with senior Operations management and plays a central role in executing financial processes, analysis, and reporting while maintaining strict governance across a large matrixed organization.

Strong technical abilities, knowledge of financial reporting and process workflows, and the ability to simplify and analyze large data sets to tell the story behind the financials are critical for this role.

As a Financial Analysis professional within the Chase Consumer & Community Bank Operations Finance team, you will support month-end and ongoing financial processes including actuals, budget, and forecast reporting, as well as headcount and resourcing scenario development and variance analysis. You will deliver recurring management reporting and prepare monthly senior management materials that clearly articulate financial performance and strategy. You will also drive reporting and process efficiency improvements while ensuring data integrity, accuracy, timeliness, and adherence to internal compliance policies and business reporting requirements.

Job responsibilities

• Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount/resourcing metrics and scenarios/views and variance analysis for the Operations PxT function of Operations business
• Provide headcount reporting for the CCB Operations PxT business and manage the cost center hierarchy and changes requested to the same
• Specific focus on Headcount Location strategy reporting for actual and budget
• Create financial review decks for senior management that clearly articulate the financial story/strategy to the F&BM and operations stakeholders (monthly Product owner / CTO-1 decks)
• Ability to identify and leverage best practices from other Ops F&BM groups
• Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
• Provide ad-hoc financial analysis to stakeholders on a frequent basis
• Identify opportunities and recommend improvements for increased process and reporting efficiencies
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations
• Adhere to internal compliance policies and other business reporting requirements
• Required qualifications, capabilities, and skills
• Bachelor’s degree required or CA/MBA degree required
• For Bachelor’s degree: 5–7 years’ experience in planning and analysis, financial management, or an accounting environment
• For CA/MBA: 3–5 years’ experience in planning and analysis, financial management, or an accounting environment

Basic knowledge of Excel and PowerPoint

• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off stakeholders at different locations at all levels, influence/handle difficult messages, and problem solve
• Detail oriented, able to complete reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills
• Ability to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated team player who goes beyond immediate responsibilities

Preferred qualifications, capabilities, and skills

Degree in Finance, Accounting, or Economics

Keen to learn visualization and reporting tools such as Tableau/QlikView

Additional role details

Timing: 2:00pm to 11:00pm (may change for budget periods, ad hocs and projects)