Central Planning & Analysis Associate

Financial Planning & Analysis (P&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

As an Associate in Consumer & Community Banking's Central P&A team, you will partner with P&A and other finance teams in each line of business to understand business and financial results and prepare management reports and presentations for senior management including the Operating Committee and the Board of Directors.

Job Responsibilities


* Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income and Net Interest Margin analytics and analyzing business performance drivers


* Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars


* Analyze line of business business models, earnings sensitivities, and strategic initiatives to enable better understanding of financial results


* Support additional one-off and repeatable analyses as required by senior management


* Support ad hoc projects as necessary

Required qualifications, skills and capabilities


* Bachelor's Degree in Accounting, Finance, Economics, or related field


* 2+ years professional experience in handling large amount of data, analyzing P&L and balance sheet drivers


* Previous experience in a finance / planning role in banking or financial services


* Advanced Microsoft Office skills (Excel & PowerPoint in particular)


* Experience in the consolidation, review, analysis and presentation of financials


* Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables


* Excellent oral and written communication and relationship management skills


* Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure


* 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

Preferred qualifications, skills and capabilities


* Experience with internal financial systems such as Essbase and Hyperion preferred

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 inclu...