PXT Planning & Analysis - Senior Associate

Senior Associate, Product Experience & Technology Planning & Analysis

The Product Experience & Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. We provide financial analysis and perspective to senior management, which supports decision-making. We also manage traditional financial planning workstreams, such as the monthly forecast process, annual budget and analytic analysis. In addition, in partnership with strategy and finance teams across the business, we lead the financial analytics for, and consolidation of, monthly business review materials for meetings with both firmwide and Consumer & Community Banking leadership teams. As a Senior Associate on the PXT P&A team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management. 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 / work visa at this time.

Job responsibilities :

• Support all financial processes and reporting including, month end, bi-weekly / monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning
• Support and create the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
• Provide financial storytelling and variance analysis
• Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences)
• Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)
• Ensure data integrity, accuracy and timeliness in all financial reporting and presentations
• Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning

Required qualifications, capabilities, and skills :

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, paid in the form of cash and / or forfeitable equity, 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