Digital Finance & Business Management - Senior Associate

Posted 6 Days Ago
Be an Early Applicant
Wilmington, DE
Hybrid
3-5 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Senior Associate will support Digital Finance & Business Management by coordinating financial budgeting and forecasting, producing reports and analyses on expenses and headcount, ensuring accuracy of financial reporting, and collaborating with stakeholders to streamline processes and enhance controls. This role involves detailed financial analysis and providing strategic insights to improve profitability.
Summary Generated by Built In

Job Description
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
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.

Top Skills

Essbase
Excel
PowerPoint

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account