Firmwide Planning and Analysis - Senior Associate jobs in United States
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Chase · 1 month ago

Firmwide Planning and Analysis - Senior Associate

position270 Park Ave, New York, NY, 10017, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $140K/yr
date4+ years exp

Chase is seeking a Senior Associate for their Firmwide Planning & Analysis Team, where the role involves analyzing financial performance and coordinating with various teams. This position offers a pathway to a CFO track, providing exposure to senior leaders and the opportunity to articulate financial performance to management and high-profile forums.

BankingFinancial Services

Responsibilities

Coordinate and effectively communicate across multiple teams including Line Of Business Planning & Analysis teams, Investor Relations, Corporate Finance Analytics, Controllers and Corporate Treasury
Produce presentations, analysis and supporting materials for senior management that summarize forecast results, Budget and variances
Participate in and support ad-hoc special projects and requests as needed
Help process improvement and automations to increase operational efficiency

Qualification

Financial AnalysisAnalytics skillsExcelPowerPointEssbaseClient relationship managementOral communicationWritten communicationTime managementDetail oriented

Required

Bachelor's Degree in Accounting, Finance, Economics, or related field
4 + years professional experience, ideally in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)
Analytics skills, ability to analyze financial performance for the current quarter/year & over a multi-year horizon through multiple lenses
Oral and written communication skills (“story telling”)
Client/customer relationship management skills to facilitate comfortably interacting with various business partners (e.g. Investor Relations, Tax) and senior management
Self-starter with excellent time management/prioritization skills
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Detailed oriented
Experience with Excel, Essbase and PowerPoint

Company

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

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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