Finance & Business Management - Senior Associate - Consumer Affluent Banking

Do you thrive on analyzing data, streamlining processes, collaborating with business partners, and delivering impactful results? If you're also committed to continuous personal and professional development, this opportunity could be a perfect fit for you! 

 

In this role, you will have the opportunity to partner across the firm to deliver financial and strategic analysis, oversight, and coordination of budgeting and forecasting for the Affluent Banking business within Consumer & Community Banking (CCB).   In this dynamic position, you will have direct ownership of expense management for the J.P. Morgan Private Client business segment, as well as consolidation of financials for Chase Private Client and other Affluent Consumer Bank segments. You will be responsible for key financial measures such as revenue, expenses, headcount, and profitability modeling, delivering value-added reporting and analysis to support business decision-making.

 

As a Finance & Business Management - Senior Associate in the Affluent Banking business within Consumer & Community Banking (CCB), you will be responsible for analyzing, preparing, and reconciling accounting and technical data as well as preparing reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job Responsibilities:

• Manage annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Perform efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Create financial business cases supporting business initiatives
• Perform reporting on and monitor key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Develop and track performance metrics, create 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 presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Help design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamlining processes, introducing automation where possible

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Accounting or Finance 
• 4+ years of work experience in Financial Services, and/or accounting/controller background
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and 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 on special projects / assignments with often little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

Preferred Qualifications, Capabilities, and Skills:

• Experience using Essbase and General Ledger (preferred, not required)

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 employe