Chase · 4 months ago
Senior Associate – Global Banking Central P&A
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Mid, Senior Level
$95K/yr - $125K/yr
3+ years expChase is a leading financial institution, and they are seeking a Senior Associate in the Global Banking Central Planning & Analysis team. This role involves delivering financial analysis and insights to drive business strategy, collaborating with senior leaders, and supporting decision-making through actionable recommendations.
BankingFinancial Services
Responsibilities
Develop, maintain, and review financial models and analyses for recurring and ad-hoc needs
Conduct deep-dive analysis on key business issues to identify root causes and recommend solutions
Prepare and consolidate presentation materials for senior management, focusing on actionable items and key takeaways
Collaborate with business leaders and stakeholders to deliver insights on business trends, financial performance, and market strategy
Present qualitative and quantitative financial analysis to internal clients and support special projects
Partner with Analytics and Reporting teams to create insightful reporting and drive data-driven decision-making
Support process improvements, automation initiatives, and enhanced analytics across the team
Synthesize large data sets and communicate key findings clearly
Manage multiple priorities and meet deadlines in a fast-paced environment
Build strong partnerships with colleagues across teams
Demonstrate initiative and contribute to a culture of continuous improvement
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or a related field
Minimum 3 years of experience in financial analysis or a related discipline
Strong understanding of bank balance sheets and profit & loss statements
Advanced proficiency in Excel and PowerPoint
Demonstrated analytical, problem-solving, and project management skills
Excellent verbal and written communication skills
Ability to synthesize complex data and present clear, actionable insights
Highly organized and detail-oriented
Proven ability to manage multiple tasks and meet deadlines
Self-motivated with a strong work ethic
Ability to build effective relationships and collaborate across teams
Preferred
Experience in Management Consulting, Corporate Finance, or Accounting
Prior experience with Essbase or similar financial systems
Track record of preparing executive-level presentations with a focus on key takeaways
Exposure to process improvement and automation initiatives
Experience supporting senior management decision-making
Ability to thrive in a dynamic, fast-paced environment
Demonstrates a continuous improvement mindset and challenges the status quo
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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