Chase · 4 hours ago
Vice President, Planning & Analysis - Private Client Office
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior Level
6+ years expChase 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 Vice President in Planning & Analysis, you will be responsible for leading and coordinating the budgeting and forecasting process, preparing and analyzing financial activities related to budget and mid-year forecasts, and communicating effectively with various lines of business and corporate functions.
BankingFinancial Services
No H1B
Responsibilities
Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to, budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
Analyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
Lead additional one-off and repeatable analyses as required by senior management
Communicate and coordinate effectively with the lines of business and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
Support ad hoc projects as necessary
Qualification
Required
Bachelor's Degree in Accounting, Finance, Economics, or related field
6+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers
Previous experience in a finance / planning role in banking or financial services
Advanced Microsoft Office skills (Excel & PowerPoint in particular)
Experience in the consolidation, review, analysis and presentation of financials
Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
Excellent oral and written communication and relationship management skills
Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary
Preferred
Experience with internal financial systems such as Essbase and Hyperion preferred
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
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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