Senior Associate, Wealth Management Planning & Analysis

Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, 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 CFOs on how to increase profitability and efficiencies.

As a Senior Associate in Wealth Management Planning & Analysis, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities

• Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports

• Reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics

• Creating financial business cases supporting business initiatives

• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area

• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management

• Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets

• Helping design new reports and dashboards to efficiently deliver the financial results to senior management

• Enhancing controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature

• 4+ years of work experiencein Financial Services, and/or accounting/controller background

• Proficiency with data mining/gathering and manipulation of data sets

• Inquisitive, enthusiastic and diligent, and capable of challenging peers

• Strong verbal and written communication skills with the ability to articulate complex issues clearly

• Ability to create ad hoc reporting for senior management

• Proven track record for executing on special projects / assignments with often little lead time or information

• Highly motivated and able to thrive and think clearly under pressure and tight deadlines

• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams

• Highly motivated self-starter with excellent time management/prioritization skills

• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely - advanced skills in Excel and PowerPoint required

Candidates must be able to physically work in our New York City 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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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

Base Pay/Salary

New York,NY $85,500.00 - $140,000.00 / year