Financial Analysis - Technology Finance - Senior Associate

Join our dynamic team as a Financial Analysis Senior Associate in Technology Finance, where you'll drive key technology initiatives and enhance business performance across Home Lending and Auto in Consumer and Community Banking. Leverage your expertise in financial analysis, budgeting, and forecasting to provide strategic insights and serve as a trusted advisor, ensuring alignment with our ever-evolving business goals.

As a Financial Analysis Senior Associate in Technology Finance, you will collaborate across the organization to provide strategic financial analysis, oversight, and coordination of budgeting and forecasting. You will serve as a trusted advisor, responsible for identifying, escalating, and mitigating business risks. This dynamic and fast-paced role aligns with the ever-evolving nature of the businesses we support.

Job Responsibilities:

• Lead annual and ongoing financial planning for product areas, providing insights into monthly financial performance, forecasting, budgeting, and trend analysis.
• Develop and monitor performance metrics, create presentations, and deliver financial analysis on various topics to senior management.
• Oversee financial control, forecasting, budgeting, and the delivery of management reports on a weekly, monthly, and quarterly basis. Develop new reporting capabilities, including dashboards.
• Conduct variance analysis to identify key drivers of results and present findings to senior management, explaining deviations from forecasts and budgets.
• Manage and deliver key work streams and tasks, ensuring timely execution even with limited information.
• Identify and resolve key business risks, ensuring alignment with strategic goals.
• Communicate with key business partners to understand projects and drive next steps. Demonstrate strong design acumen and expertise in Excel and PowerPoint.
• Provide business rationale and decisions for month-end financial performance and forecasting.
• Conduct reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, and trends.
• Create ad hoc reports for senior management, perform variance analysis to understand key drivers of results, manage and deliver key work streams and tasks.

Required Qualifications, Capabilities, and Skills

• Bachelor's degree in Accounting, Finance, or a related field.
• 4+ years of work experience in Financial Services, and/or accounting/controller background
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Proven track record of executing special projects with minimal lead time.
• Inquisitive, enthusiastic, and diligent, with the ability to challenge peers.
• Proficient in Excel and PowerPoint, with intermediate to advanced skills.
• Strong analytical and problem-solving skills, with the ability to analyze large data sets and present conclusions concisely.
• Team player with the ability to communicate effectively with key business partners.

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