Apply on Employer Site

Chase · 1 day ago

Financial Planning and Analysis, Senior Associate

4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US

Full-time

Onsite

Mid, Senior Level

$100K/yr - $140K/yr

4+ years exp

Chase is a leading financial institution that offers innovative financial solutions globally. They are seeking a Financial Planning & Analysis Senior Associate to drive financial performance and support strategic planning within the Global Investment Banking team, collaborating with senior stakeholders and delivering impactful financial insights.

BankingFinancial Services

No H1B

Responsibilities

Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions

Support business heads in conducting strategic business reviews by providing financial insights and recommendations

Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting

Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making

Partner with the business management team to manage headcount and drive expense-saving initiatives

Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders

Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads

Exhibit strong public speaking qualities to effectively communicate financial insights and strategies

Collaborate with cross-functional teams to support business objectives

Analyze data and develop innovative, solution-focused ideas to address business challenges

Ensure accuracy and quality in financial analysis and reporting

Qualification

Financial analysisMicrosoft OfficePresentation skillsStrategic planningData analysisPublic speakingCross-functional collaborationVerbal communicationWritten communicationEmotional intelligence

Required

At least 4 years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)

Values input and works effectively in cross-functional teams

Anticipates trends and develops long-term strategies

Conveys complex information clearly with excellent verbal and written communication skills

Builds strong relationships and demonstrates empathy and emotional intelligence

Analyzes data and develops innovative, solution-focused ideas

Manages multiple tasks and adapts to changing environments

Ensures accuracy and quality in analysis and reporting

Makes informed, timely decisions under pressure

Upholds high ethical standards and confidentiality

Confident and persuasive public speaker