The Consumer & Community Banking (CCB) Finance & Business Management team is committed to supporting the strategic and financial objectives of the business, while ensuring a sound control environment and complying with all legal and regulatory requirements.

As a Senior Associate in Digital Finance & Business Management, you will be supporting the Design and Customer Experience team by optimizing planned spend, acting as a trusted advisor, and being responsible for identifying, escalating, and mitigating financial risks to plan. You will also provide financial and strategic analysis, oversight and coordination of budgeting and forecasting, financial control, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business Chief Financial Officers on how to increase profitability and efficiencies.

For this role, candidates must be able to physically work in either our Wilmington, DE or Columbus, OH offices 3 days per week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

Job responsibilities

• Coordinate financial budgeting & forecasting and produce reporting and analysis related to the Design and Customer Experience operating expenses and headcount

• Serve as a liaison between finance organizations (lines of business, functional Chief Financial Officers, and other) support teams in order to provide impactful reporting, planning and insightful analyses

• Produce presentations, analysis and supporting materials for key internal clients including senior management

• Create, maintain and review financial models and analyses (both recurring and ad-hoc)

• Ensure accuracy and timeliness of all financial reporting, system updates and presentations

• Provide updates on progress vs. key metrics

• Conduct "deep dive" analyses on key issues to determine root cause and propose solutions

• Collaborate with business partners to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives

• Enhance controls and streamline processes, introducing automation where possible

• Build and maintain strong relationships with key business stakeholders

• Participate and support ad-hoc special projects and requests as needed

Required qualifications, capabilities, and skills

• Bachelor's degree in Finance, Accounting, Economics, or related field

• 4+ years of relevant experience

• Advanced skills in Excel, PowerPoint and Essbase

• Strong written and verbal communications skills

• Strong quantitative, analytical, and problem-solving skills

• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations

• Ability to present financial performance information in a clear and concise manner that tells the story behind the financials in a compelling way

• Detail oriented with the ability to work well under pressure

• Inquisitive, enthusiastic, diligent, confident, and capable of challenging peers; identifies and executes on opportunities outside of direct span of control

• Ability to build strong partnerships with colleagues

• Self-starter who can work in a fast paced, results driven environment with sound judgment, professional maturity and personal integrity

Preferred qualifications, capabilities, and skills

• CFA, CPA, MBA

• Experience in the financial services industry

• Alteryx and Tableau experience

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

#LI-HYBRID

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans