Join the Digital Central Financial Planning and Analysis (FP&A) team for a dynamic role to act as the trusted advisor to the Digital Finance & Business Management team and help provide financial control, forecasting and budgeting, strategic analysis, senior management reporting and assist with process improvements & automation.

As a Senior Associate in the Digital Finance and Business Management team, you will support optimizing planned spend, acting as a trusted advisor, and being responsible for identifying, escalating, and mitigating financial risks. You will also provide financial and strategic analysis, oversight and coordination of budgeting and forecasting, financial control, analysis of financial/business metrics, delivery of regular management reporting and development of new reporting capabilities. In this role, you will be the trusted advisor to the line of business Chief Financial Officers by advising on how to increase profitability and efficiencies.

Job responsibilities

• Prepare financial budgeting, reporting, forecasting and analysis
• Provide efficiency reporting, analytics and strategy including, but not limited to location strategy, span of control, reporting and analytics
• Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
• Provide oversight and deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
• Perform variance analysis to understand the key drivers of the results and present commentary to FP&A managers and line of business CFOs 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
• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Identify key business risks on the platform and drive resolution of mitigating controls
• Participate in collaborative initiatives with team members and global managers, coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Communicate effectively with key business partners to understand projects and drive next steps

Required qualifications, capabilities and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• 4+ years of work experience in Finance, Planning & Analysis, Business Management, Accounting/Controller, Technology or Product background
• Experience with strategy, creation of business cases, process improvement and automation
• Advanced skills in Excel and PowerPoint with the ability to build decks, present data and tell a story
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Strong presentation skills with proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders
• Team player with the ability to build relationships and be respected as a trusted partner for the Business, Finance, Product, Technology and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities and skills

• Essbase experience
• Alteryx experience
• Understanding of Technology or Product Management to facilitate and drive discussions with product owners, product managers, technology partners & finance across different lines of business

Additional Information

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.

Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.

This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

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