We are seeking a dynamic Senior Associate to serve as the Financial Analysis Lead for the Chase Strategic Priority (CSP) AI Ecosystem and Machine Learning & Intelligent Operations (MLIO) product within the Consume & Community Banking (CCB) Operations product portfolio. This role is integral to the product leadership team, overseeing financial analysis, including technology investments and revenue/benefits impacting Operations organizations firmwide.
As a Senior Associate in CCB Operations Product Porfolio, you will collaborate with CCB and Commercial & Investment Banking (CIB) Operations executives, Product Owners, Technology leaders, Business Analysis & Capacity Planning, and Finance and Analytics partners. You will develop meaningful business insights, identify opportunities to enhance business value, create budgets and forecasts, conduct monthly actuals reporting, and prepare senior executive presentations.
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Job responsibilities:
- Financial Planning and Analysis: Lead the financial planning process, including long-term strategic planning and short-term forecasting, to support business objectives.
- Business Analysis and Financial Modeling: Perform detailed business analysis and develop financial models for AI/ML capabilities firmwide to evaluate product performance and support decision-making and prioritization of initiatives.
- Product P&L Reporting: Manage and report on the product's profit and loss, ensuring accurate tracking of revenue, expenses, and profitability.
- Utilize Advanced Tools for Reporting: Leverage tools like Tableau, Alteryx, Excel, and PowerPoint, along with JPMorgan's financial systems, to create insightful reports and analyses.
- Collaborate with Product Teams: Work closely with product teams to quantify and model the financial value of product features, ensuring alignment with business goals.
- Manage Product P&L and Budgets: Oversee the product's financial performance, including managing technology investments and budgets, to optimize resource allocation.
- Communicate Product Benefits: Effectively communicate the financial benefits of products to key stakeholders, including the CCB COO, CIB COO, General Managers, Business leaders in Operations firmwide, Operations Head of Product, Operations CFO, and broader Finance teams.
- Track Expenses for Key Initiatives: Monitor and report on expenses related to key initiatives, ensuring financial discipline and accountability.
- Support Ad Hoc Requests: Respond to ad hoc requests from the Business, Senior Management, and CCB and CIB P&A, providing timely and accurate financial information and analysis.
- Drive Continuous Improvement Initiatives: Identify and implement process improvements to enhance financial reporting, analysis, and overall operational efficiency.
Required qualifications, capabilities, and skills:
- 5+ years of related work experience in Financial Services.
- Bachelor's degree in Finance, Economics, or a related technical/business field.
- Strong analytical and problem-solving skills with strategic and execution capabilities.
- Highly motivated self-starter with the ability to perform under pressure and tight deadlines.
- Excellent time management and prioritization skills.
- Team player respected as a trusted business partner.
- Strong verbal and written communication skills for articulating complex issues.
- Inquisitive, enthusiastic, and diligent, capable of providing credible challenge.
- Advanced skills in Excel and PowerPoint.
Preferred qualifications, capabilities, and skills:
- PitchPro skills/experience is a plus.
Candidates must be able to physically work in our Wilmington, DE office 3 days a week and remotely from home 2 days per week. The specific schedule 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 Visa at this time.
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ABOUT US
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
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.