Chase · 1 month ago
Finance & Business Management Senior Associate
Chase is a leading financial services firm, and they are seeking a Senior Associate to join their Finance and Business Management team. This role involves providing finance support, analysis, and data-driven insights to senior leaders to guide business decisions and enhance profitability and efficiencies.
BankingFinancial Services
Responsibilities
Maintain detailed financial files utilized for budget & outlook analysis
Provide financial reporting, analytics, and strategic guidance to Business Management partners including, but not limited to headcount, labor and vendor expense, location strategy
Report on and monitor key metrics, drive data quality initiatives across the product area, and help 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 streamlining processes, introducing automation where possible
Qualification
Required
Bachelor's degree in Accounting, Finance or a subject of a technical nature
4+ years of relevant work experience in financial analysis, business management, controller or accounting
Advanced skills in Excel (including lookups, and pivot tables) 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, often with little lead time or information
Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
Highly motivated self-starter with excellent time management/prioritization skills and ability to thrive and think clearly under pressure and tight deadlines
Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred
Relevant experience in Financial Services
Experience in Essbase or SmartView
Experience with SAP
Experience with Excel macros, Alteryx, and other automation tools
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
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2026-01-11
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2026-01-09
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