Apply on Employer Site

Chase · 5 months ago

Payments Business Transformation- Financial Planning & Analysis Kinexys Execution Associate

383 Madison Ave, New York, NY, 10179, US

Full-time

Onsite

Mid, Senior Level

$100K/yr - $150K/yr

3+ years exp

Chase is a leading financial services firm, and they are seeking a Senior Market and Product Expansion Associate for their Kinexys Execution team. The role focuses on financial planning and analysis, budget management, and compliance testing for their blockchain platform, requiring strong analytical skills and cross-functional collaboration.

BankingFinancial Services

Responsibilities

Maintain and track Kinexys’ budget, non-comp expenses at the vendor level, and support headcount planning and reporting to ensure it is in-line with planned budget

Prepare and submit budget forecasts, accruals, ensuring compliance with deadlines, liaising with Planning & Analysis throughout approval process

Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities and support ad-hoc financial analysis in support of key functional areas of the business and opportunities and analyze financial performance, including expenses; identify productivity initiatives and drive implementation

Liaise with partners across the organization, including Product teams, to align on budget and track cross-functional deliverables and work with Finance partners across the organization including Planning & Analysis, Controllers, Technology F&BM, Vendor Management and Tax teams to track and execute budget

Prepare monthly and quarterly updates on financials and key revenue drivers (volumes, clients, pricing) for the senior management team, including co-heads of Payments and CFO of Payments

Supports the team on pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior

Develops a strong understanding of our products and services to effectively tailor collateral to specific markets

Applies the defined regulatory testing procedures and uses discretion to identify and respond to complex cases when it is unclear whether a product meets market requirements

Contributes to the development of the regulatory testing process and identifies inefficiencies for product improvements

Builds and maintains working relationships with stakeholders across distinct functions including Legal, Risk, Compliance Operations, and Technology

Qualification

Financial modelingRegulatory testing proceduresBudget planningRisk management knowledgeMicrosoft ExcelCommunication skillsOrganizational skillsTime management

Required

Bachelor's degree in Finance, Accounting, Business Administration or related field

3+ years of experience or equivalent expertise working in Product, Technology, or Project Management

Developing knowledge of risk management and controls, regional and local nuances, and governance requirements

Experience in developing and executing regulatory testing procedures

Proficiency in Microsoft Word, Excel, and PowerPoint

3+ years of experience in management finance, accounting, investment banking and/or business management role with a strong understanding of financial statements, and demonstrable financial modeling skills, particularly on forecasting revenues and costs; experience or equivalent expertise working in Product, Technology, or Project Management

Exceptional organizational skills and attention to detail and proven ability to manage multiple priorities and deliver high-quality work within tight deadlines

Excellent written and verbal communication skills; ability to present complex information clearly and concisely; highly motivated self-starter with excellent time management/prioritization skills

Able to forge strong internal relationships across a broad range of functions