Treasury Financial Planning & Analysis, Senior Associate jobs in United States
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Chase · 8 hours ago

Treasury Financial Planning & Analysis, Senior Associate

position4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$100K/yr - $140K/yr
date4+ years exp

Chase is a leading financial institution offering innovative solutions to a diverse clientele. They are seeking a Treasury Financial Planning & Analysis Senior Associate to contribute to various Planning & Analysis activities and partner with key stakeholders to optimize resources in Corporate and Investment Banking Treasury.

BankingFinancial Services
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Responsibilities

Contribute to regular P&A cycles across key financials such as Balance Sheet, SLR etc
Monitor and analyse business-level Balance Sheet usage and volatility, collaborating with CIB business lines for future balance sheet needs
Provide ongoing updates to CIB Treasurer
Contribute to all CIBT P&A’s communications/presentations to senior management including C-suite or the Operating Committee
Partner with other CIBT functions such as CIBT P&L, LE Treasurer to monitor, analyze and influence resource usage
Provide ad-hoc analysis supporting key deliverables such as earnings etc
Contribute to control and efficiency initiatives, improving control documentation and process efficiency

Qualification

Financial planningAnalysisTreasury knowledgeAccounting principlesCIB product knowledgeAnalytical skillsExcel proficiencyAlteryxTableauAI toolsRelationship managementCommunication skillsProblem-solving skillsLeadership skillsAttention to detail

Required

4+ yrs of experience in financial planning and analysis, treasury, or related roles (e.g. Controller) in the banking or financial services sector
Strong understanding of accounting principles, balance sheet and CIB product
Proven record in high complexity/intensity environment
Solid understanding of CIB Markets/Banking products, balance sheets, leverage ratio and general accounting principles
Strong analytical and investigative problem-solving skills, coupled with sound decision-making abilities
Meticulous attention to detail
Excellent written and verbal communication skills, with the ability to convey complex information clearly and concisely
Proactive leadership and a keen attention to detail, ensuring accuracy and precision in all deliverables
Strong relationship management skills
Proficiency in Excel
Experience with Alteryx, Tableau, and AI tools

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

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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