Associate - CCB Digital Tech F&BM - Financial Planning & Analysis

Job Description

Job Description: The Chase Consumer & Community Bank (CCB) Technology & Digital organizations provide support for the CCB businesses which serve more than 61 million consumers and 4 million small businesses across Consumer, Business, and Mortgage Banking, Card Services, Auto Finance, and US Wealth Management. The CCB Technology & Digital Finance and Business Management team is responsible for partnering and supporting senior technology management and plays a critical central role in executing financial processes, analysis, reporting, and maintaining strict governance across a large matrixed organization. This role will majorly focus on financial management across Operations Technology including detailed research and analysis of direct and indirect costs and articulating financial drivers with commentary & solutions to stakeholders. Strong technical abilities with knowledge of financial systems/related process workflows and the ability to simplify/analyze large data sets in order to tell the story behind the financials will be critical for this role.

Role and Responsibilities:

• Support all financial processes and reporting including month end, actuals, budget, forecast of various financial and headcount metrics and scenarios/views, including general ledger, program/project, taxonomy, etc.
• Create decks for senior management that clearly articulate the financial story/strategy to the F&BM and technology stakeholder - for both CIO and CEO
• Liaise with various stakeholders across Technology, Finance, and Corporate to understand the rationale behind allocations to the business
• Specific focus on allocation methodology and indirect expenses booked to technology and business
• Ability to identify and leverage best practices across consumer lending tech reports & analysis
• Ability to learn analytical and reporting tools like Tableau, Alteryx and identify potential opportunities for automation or process improvements
• Ability to analyze with large data sets and share valuable insights with Senior Leadership
• Create dynamic financial management reporting and partner with Finance & Business Management teams to track and report various financial results and metrics
• Provide ad-hoc financial analysis to senior management on a frequent basis
• Identify opportunities and recommend improvements for increased process and reporting efficiencies
• Ensure data integrity, accuracy, and timeliness in all financial reporting and presentations
• Adhere to internal compliance policies and other business reporting requirements

Skills / Competencies Needed/Education Qualifications:

• Bachelors degree required - degree in Finance, Accounting or Economics preferred
• 6-8 years' experience in planning and analysis/financial management / accounting environment with previous experience supporting Technology organizations preferred
• In-depth knowledge of Excel & PowerPoint and knowledge of Essbase and SAP preferable
• Experience with visualization and reporting tools such as Tableau preferred
• Ability to work with large data sets and perform data mining using analytical tools (some experience of SQL etc. would be helpful)
• Experience partnering in either a Finance and/or Business Management capacity and providing insights/recommendations to senior management
• Ability to present information in a clear and concise manner that tells the story behind financials in a compelling way
• Confident and personable attitude with the ability to face off with senior management at all levels, influence/handle difficult messages, problem solve, and resolve conflicts
• Detail oriented individual capable of completing reporting and analytics accurately, on a timely basis, and in a presentable manner
• Excellent written and verbal communication skills a must
• Individual must be able to work independently as well as in a team situation
• Excellent time management skills and ability to multi task and handle competing priorities under pressure
• Self-motivated individual to go beyond immediate responsibilities
• Timing - 2:00pm to 11:00pm (may change for budget periods, adhocs and projects)

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

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.