Finance & Business Management - Associate - Home Lending

Join our Home Lending Servicing Financial Analysis team and be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Analysis teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs & Servicing leadership on how to increase profitability and efficiencies.

As an Associate Finance and Business Manager in our Home Lending Serving Financial Analysis team, you will be responsible for analyzing data, preparing reports, performing research, and forecasting staffing needs for the business to ensure our customers’ needs are met. To succeed in this role, you’ll need to have a genuine interest in using data and information to solve real business challenges, strong analytical abilities, and a very good communication skills.  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 rationale 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
• Prepare capacity models to predict staffing needs in collaboration with business partners. 
• Conduct efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Create capacity requirements supporting business initiatives
• Report on and monitoring 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 with effective storytelling, and generally provide capacity 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 capacity results to senior management

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 2+ years of Financial Services, and/or accounting/controller experience
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments, often with little lead time or information
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred Qualifications, Skills, and Capabilities:

• 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
• Highly motivated self-starter with excellent time management/prioritization skills
• Inquisitive, enthusiastic and diligent, and capable of challenging peers

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. For those in eligible roles, discretionary incentive compensation which may be 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.

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