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Chase · 1 day ago

Payments Liquidity & Account Solutions, Planning & Analysis, Vice President

8181 Communications Pkwy Ste C, Plano, TX, 75024, US

Full-time

Onsite

Mid, Senior Level

$128K/yr - $190K/yr

6+ years exp

Chase is a leading financial institution that offers innovative financial solutions to millions of clients. The role involves shaping the strategic vision of the Payments Planning and Analysis team while supporting the Liquidity and Account Solutions team through reporting, analytics, and budgeting.

BankingFinancial Services

Responsibilities

Conduct in-depth analysis of business performance revenue, expenses and balance sheet, including development of materials for senior monthly business reviews

Collaborate on the revenue planning cycle, including annual budgeting, periodic forecasting and analysis of variances to the plan

Perform ad hoc analysis of the business and business drivers as needed

Communicate and coordinate effectively with other F&BM and corporate functions areas (e.g. Treasury, Firmwide P&A, Business Management, Product Control) to ensure resolution of control and reporting issues in an accurate and timely manner

Drive efficiencies and process improvement to the P&A function

Ensure data integrity, accuracy and timeliness in all financial reporting including Earnings materials

Qualification

Financial AnalysisLiquidity ManagementBudgetingData AnalysisMicrosoft ExcelPowerPointCommunication SkillsProblem SolvingInterpersonal SkillsTime Management

Required

Bachelor's Degree in Accounting, Finance, Economics, Business or related field of a technical nature

Minimum of 6+ years professional experience within banking or financial services

Ability to design business reporting and analysis that is clear, concise and actionable with experience in the consolidation, review, analysis and presentation of Financials and ability to create ad-hoc reporting for senior management

Organized with strong attention to detail and accuracy including a strong control focus - proven ability to produce quality results timely

Highly adaptable, and ability to thrive in an environment where things change quickly and where innovative approaches and experiments are required

Comfortable presenting to senior MD audiences, excellent oral and written communication skills with the ability to articulate complex issues clearly and curate compelling business narrative/story tailored to varying stakeholders

Proactive, highly motivated, self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary with a growth and creative mindset

Strong interpersonal skills with the ability to build relationships, effectively working in a collaborative way, influence key stakeholders and excellent issue resolution skills with the ability to be respected as a trusted partner

Exceptional analytical, problem solving, critical thinking with ability to analyze large data sets and present conclusions concisely and with a proven track record of execution against deliverables

Able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure with excellent time management/prioritization skills

Preferred

Preferably with experience in Liquidity Management and Capital concepts, Financial Planning and Analysis (analyzing revenue, expenses and balance sheet drivers); would consider experience within related roles e.g. Product Control, Business Management, Treasury & Capital, Risk or Strategy

Strong technical skills in using Microsoft Excel and PowerPoint; experience with data, data analytics tools and financial planning programs preferred

Experience within Payments or solid understanding of deposit/loan products, especially understanding of Net Interest Income, and RWA is preferred