Financial Analysis Senior Associate, Card Finance jobs in United States
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Chase · 2 days ago

Financial Analysis Senior Associate, Card Finance

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. As a Senior Associate in the Card PXT Finance team, you will analyze, prepare, and reconcile accounting and technical data while providing strategic analysis and oversight of budgeting and forecasting.

BankingFinancial Services
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Responsibilities

Manage annual/continual financial planning activities for product areas, providing business rational 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
Provide efficiency reporting, analytics and strategy including, but not limited to location strategy, span of control, reporting and analytics
Create financial business cases supporting business initiatives
Report on and monitor 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, and generally provide financial analysis on a variety of topics to senior management
Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets
Help design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamline processes, introducing automation where possible

Qualification

4+ years finance experienceAdvanced Excel skillsData mining skillsAnalytical skillsBachelor’s degreePowerPoint proficiencyAd hoc reportingCommunication skillsProblem solving skillsTime management skillsTeam player

Required

Bachelor's degree in Accounting, Finance or a related field
4+ years of work experience with a Finance, Business Management, Planning & Analysis, Accounting or Controller background
Advanced skills in Excel and PowerPoint
Proficiency with data mining/gathering and manipulation of data sets
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management
Proven track record for executing on special projects and assignments with often little lead time or information
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 and able to thrive under pressure and tight deadlines
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase