Finance & Business Management, Senior Associate jobs in United States
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Chase · 2 months ago

Finance & Business Management, Senior Associate

Chase is a leading financial services firm, and they are seeking a Senior Associate for Finance & Business Management. This role involves providing financial and strategic analysis, overseeing budgeting and forecasting, and partnering with various teams to enhance financial performance and reporting capabilities.

BankingFinancial Services

Responsibilities

Managing 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
Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
Creating financial business cases supporting business initiatives
Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
Helping design new reports and dashboards to efficiently deliver the financial results to senior management
Enhancing controls and streamlining processes, introducing automation where possible

Qualification

Financial AnalysisExcelData MiningPowerPointVariance AnalysisCommunication SkillsProblem SolvingTime ManagementTeam Player

Required

Bachelor's degree in Accounting, Finance or a subject of a technical nature
4+ years of work experience, preferably in Financial Services, and/or accounting/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 / assignments with often little lead time or information
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
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

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