Financial Analysis Senior Associate - Planning & Analysis

Job Description
We're seeking a highly motivated individual to join our high performing Banking and Wealth Management planning and analysis team, directly supporting the Consumer Bank CFO. The planning and analysis team is responsible for managing traditional finance work streams (earnings call, investor day, budgeting, business reviews) and supporting and advising senior leadership in decision making by regularly providing concise analysis and perspective.
As a Financial Analysis, Senior Associate on the planning and analysis team, you will have the opportunity to partner with other highly motivated team members across the Banking and Wealth Management organization to curate materials for external reporting forums (i.e. Earnings Call, Investor Day), advise senior leadership decision making with ad hoc presentations and analysis, and help to guide the overall trajectory of the business by using a data-driven approach to inform strategic direction. This role offers high visibility across the Banking and Wealth Management organization and direct exposure to the Consumer Bank Chief Financial Officer, as well as the opportunity to work with a wide array of stakeholders and senior business leads across the Consumer and Community Bank.
Job responsibilities

• Distill and refine financial storytelling by drilling below surface level to identify key drivers of business trends
• Curate materials for leadership business reviews and external forums (i.e. Earnings Call, Investor Day and industry conferences)
• Create ad-hoc analytics and presentations for senior management (i.e. Leadership Offsite, competitor analysis)
• Develop excel tools to project and evaluate long-term financial trajectory for the Banking & Wealth Management business
• Assist in the budget development and review process
• Drive change by introducing alternative reporting solutions including defining dashboard requirements, automation of tasks, etc.
• Enhance consistency and efficiency across existing processes and reporting to meet evolving business needs

Required qualifications, capabilities and skills

• Bachelor's degree in Accounting/Finance or related field
• 3+ years of experience in financial analysis or finance type function
• Ability to multi-task, work well under pressure, and keen attention to detail
• Excellent relationship management skills and ability to drive change across a large, complex organization
• Strong analytical, critical thinking, and problem-solving skills
• Ability to distill large quantities of information (both data and qualitative content) into key takeaways
• Self-starter willing to take initiative and drive results
• Exercises sound judgment and observes the highest degree of confidentiality
• Ability to communicate and present to partners and senior leaders (both oral and written)
• Expert knowledge of Microsoft Office (PowerPoint and Excel)

Preferred qualifications, capabilities and skills

• Knowledge of Hyperion Essbase helpful, but not required
• Experience with data analytics and visualization tools is an advantage (e.g., Alteryx, Tableau)
• Experience in a planning and analysis function helpful, but not required

Candidates must be able to physically work in our Columbus, OH or Wilmington, DE office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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About Us
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 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
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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.