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Financial Analysis - Senior Associate - Home Lending and Auto Technology

Aumni

Aumni

IT, Accounting & Finance
Ohio, USA
Posted on Oct 26, 2024

Job Description

Financial Analysis optimizes business performance by helping to drive key technology initiatives across two key businesses in Consumer and Community Banking, Auto and Home Lending.

As a Financial Analyst Senior Associate in Home Lending and Auto Technology, you will act as trusted advisors and counterweight to the Home Lending and Auto CIO, and are responsible for identifying, escalating, and mitigating business risks. The role of Financial Analyst is dynamic and fast past to align with the ever changing nature of the businesses this position will support.

Job Responsibilities:

  • Develop and present to senior leadership home lending and auto technology driven financial data including variance commentary, financial drivers, risks and opportunities, as well as sensitivity analysis
  • Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
  • Comfortably and confidently present to senior leadership
  • Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
  • Communicate effectively with key business partners to understand projects and drive next steps
  • Project manage and deliver key work streams and tasks
  • Identify key business risks on the platform and drive resolution of mitigating controls
  • Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
  • Collect and maintain internal resources and documentation on collaboration sites, like SharePoint
  • Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required Qualifications, Capabilities, and Skills:

  • Bachelor’s degree in Business, Finance, Economics, or other related area
  • 5+ years of prior experience in Business Management, Finance, or Controller space
  • Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
  • Demonstrated ability in dealing with different stakeholder groups and driving the agenda
  • Excellent communication, organization and project management skills
  • Ability to articulate and demonstrate thoughtful rationale in design decisions
  • Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
  • Self-motivated, tenacious and able to work with high degree of independence
  • Excellent written and oral communication skills
  • Strong time management and prioritization skills

Preferred Qualifications, Capabilities, and Skills:

  • MBA encouraged

Candidates must be able to physically work in our Columbus, OH office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

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.