Business Management - Field Performance & Branch Scorecard - Senior Associate

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.

As a Financial Analysis Senior Associate in Field Performance and Branch Scorecard for the Consumer Bank, you will be responsible for analyzing, preparing, and reconciling financial and business results as well as preparing reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvements.  In addition, you will assist Field Finance peers and colleagues across the broader Consumer Bank Finance organization with special projects or components of other projects as needed.  Your main deliverable will be the reporting of the monthly branch manager scorecard.  You will provide critical financial input and insight into the drivers behind Branch Banking outcomes to the Consumer Branch Banking CFO Business Management partners.

Job Responsibilities:

• Be responsible for field performance financial analysis, reporting and the annual Consumer Branch Banking scorecard and branch manager incentive plan.
• Serve as a partner, advisor and truth teller to Consumer Banking field leadership; aligning branch field reporting, economic profitability, and scorecard to evaluate Consumer Branch Banking strategic priorities
• Collaborate effectively across all CCB field finance organizations, business/segment partners and other key partners (e.g. Compensation, HR, Legal, Controls, Risk)
• Conduct as-needed financial analysis based on senior management requests, develop presentation materials and drive meaningful, effective discussions to facilitate the making of informed decisions
• Support the development and production of field performance reporting packages for Consumer Bank field leadership and Branch Banking divisional business management teams, focused on evaluating financial outcomes and branch and banker behavior trends
• Support the monthly branch scorecard, delivered to 4,500+ branch managers and field leaders.
• Partner closely with the Field Performance Reporting and Insights product team on the development of the annual and ongoing scorecard and field performance reporting product enhancements, influencing the prioritization of the development backlog, and the future transformation of CB field leadership scorecards
• Maintain superior controls and resiliency standards

Required Qualifications, Capabilities, and Skills:

• 4+ years of experience in Finance, Analytics, Business Management or Product
• Bachelor’s Degree in Finance, Statistics, Accounting, or related field
• Proficient in Excel, PowerPoint and data analytics with the ability to create reporting and presentation decks
• Proficiency with data mining/gathering and manipulation of data sets and ability to present conclusions concisely
• Inquisitive, enthusiastic and diligent, and capable of challenging peers and ability to maintain excellent cross-functional partnerships and ability to build relationships
• Highly organized and attentive to detail
• Strong analytical, problem solving and planning skills
• Solutions oriented and focused on the big picture
• Excellent written and verbal communication skills and strong presentation skills
• Ability to influence and communicate complex information and tell a story with data
• Experience with process improvement and automation

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 eli