Chase · 3 months ago
Asset Management - Expense Planning and Analysis - Senior Associate
8181 Communications Pkwy Ste C, Plano, TX, 75024, US
Full-time
Onsite
Mid Level
4+ years expChase is a financial services company, and they are seeking an Asset Management - Expense Planning and Analysis - Senior Associate to optimize financial performance through expense management. This role involves budgeting, forecasting, and providing detailed financial insights to support strategic decision-making within the organization.
BankingFinancial Services
Responsibilities
Handle expense and headcount budgeting, reporting, forecasting and analysis
Perform reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Create financial business cases supporting business initiatives
Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of expense related topics to senior management
Handle oversight of the process to 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 presenting commentary to FP&A managers and line of business CFOs explaining changes from prior forecasts/budgets
Design new reports and dashboards to efficiently deliver the financial results to senior management
Enhance controls and streamline processes, introduce automation where possible
Qualification
Required
Bachelor's degree in Accounting, Finance or a subject of a technical nature
4+ years of work experience
Advanced skills in Excel, PowerPoint and Anaplan
Inquisitive, enthusiastic and diligent, and capable of challenging peers
Strong verbal and written communication skills with the ability to articulate complex issues clearly
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Integrity in handling highly sensitive and confidential 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
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred
Preferred experience in Financial Services, and/or accounting/controller background
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
Recent News
Financial IT
2026-01-09
2026-01-08
2026-01-08
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