BWM Analytics Solutions Senior Associate

The Banking and Wealth Management team for Consumer and Community Banking is looking for a Deposits Analytics Senior Associate to drive end-to-end deposits reporting analytics and data modernization for Banking and Wealth Management, Consumer Bank deposit reporting to ensure executive-ready insights across regulatory & SEC management reporting.

As a Senior Associate within Banking and Wealth Management Controllers, Data & Analytics team, you will support key deposits reporting and analytics deliverables end-to-end and help drive modernization efforts that integrate new platforms/infrastructure into the ledger and downstream finance and reporting ecosystems. You will operate in a controlled environment (SOX/audit/regulatory expectations) and influence stakeholders through strong data storytelling, issue escalation, and delivery execution. 

Job Responsibilities

• Own sourcing, compilation, validation, and distribution of financial data for complex quarterly/annual reporting, including deposits-related regulatory/SEC deliverables and management materials.
• Drive stakeholder alignment across product owners, technology, LOB deposit controllers, SEC Reporting, Regulatory Reporting, firmwide reporting, and finance teams in a matrixed environment.
• Assist strategic initiatives to automate/enhance reporting infrastructure; assess processes and implement scalable solutions and controls.
• Partner on new product and platform initiatives by coordinating finance infrastructure changes, readiness, and control integration (including testing data solutions against submissions/manual processes).
• Provide project management discipline (timelines/milestones) and escalate issues constructively with concise, executive-ready communications.
• Deliver across recurring reporting, analytics, controls/documentation, and modernization/change initiatives in partnership with cross-functional stakeholders.

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Accounting, Finance, or Management Information Systems
• 4+ years in Accounting/Finance, reporting, analytics, controllership, or related roles with demonstrated end-to-end ownership of deliverables (monthly/quarterly cycles)
• Advanced Excel; strong proficiency in SAP and Hyperion Essbase and/or Dodeca for data sourcing, reconciliation, and reporting workflows
• Experience with SQL, DataBricks, Tableau, Alteryx (or similar analytics/automation tooling) and use of AI tools 
• Track record of contributing to automation, data quality, or modernization initiatives within finance/controllership technology stacks
• Proven analytical/problem-solving skills with the ability to distill complex data into concise, executive-ready insights and narratives
• Strong communication, negotiation, and stakeholder management skills across product, technology, finance, policy, risk, and control partners
• Strong finance/controller fundamentals, hands-on data fluency
• Strong organization/multitasking skills; ability to manage critical deadlines and periodic off-hours work as needed

Preferred Qualifications, Capabilities, and Skills

• Experience with Python is a plus
• Public accounting experience and/or experience operating in a controlled reporting/audit environment
• JIRA experience and comfort partnering with technology teams on requirements, testing, release milestones, and delivery governance
• Exposure to deposits regulatory reporting processes/controls and balance sheet/income statement reporting in a large financial institution

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 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. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans