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Chase · 3 months ago

Private Client Office Planning & Analysis - Associate

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Mid Level

3+ years exp

Chase is a leading financial services firm, and they are seeking an Associate in Planning & Analysis to coordinate budgeting and forecasting processes. This role involves producing management reports, conducting financial analyses, and collaborating with various business partners to ensure effective delivery of initiatives.

BankingFinancial Services

No H1B

Responsibilities

Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses

Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed

Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances

Create, maintain and review financial models and analyses (both recurring and ad-hoc)

Conduct "deep dive" analyses on key issues impacting client to determine root cause and propose solutions

Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives

Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams

Qualification

FP&A experienceFinancial modelingExcelPowerPointAnalytical skillsCFACPACommunication skillsProblem solvingTeam oriented

Required

Bachelor's in Finance, Economics, or Accounting

At least 3 years of relevant FP&A experience in the financial services industry

Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities

Ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment

Excellent organizational, management, and both verbal and written communication skills

Strong quantitative, analytical, and problem solving skills

Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros

Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations

Detail oriented with the ability to work well under pressure, handling multiple projects and initiatives simultaneously

Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management; self-starter who is able to work in a fast paced, results driven environment

Ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically