Capital Financial Analysis - Associate, Treasury Controllers
Aumni
Join our Treasury Controllers team and gain exposure to a wide range of asset classes and financial products. You will have the opportunity to partner with colleagues across the bank and contribute to firmwide initiatives. This role offers career growth, skill development, and the chance to make a meaningful impact. Be part of a collaborative team that values innovation and continuous improvement.
As a Capital Financial Analysis – Associate in the Treasury Controllers team, you will play a key role in managing the balance sheet, capital, risk weighted assets, liquidity, and interest rate risk. You will ensure the accuracy and integrity of Treasury financials, support forecasting and stress testing, and communicate results to senior leadership. In this role, you will work closely with various teams, gain insight into firmwide strategies, and help drive process improvements in a dynamic regulatory environment.
You will collaborate with business partners across Home Lending, Card Services, Banking & Wealth Management, and Chase Auto. The role involves leading reporting for business planning and stress testing cycles, coordinating with multiple stakeholders, and supporting the implementation of new initiatives and regulatory changes. Your contributions will help shape the future of Treasury operations and support the firm’s strategic objectives.
Job Responsibilities
- Lead capital and liquidity reporting for all lines of business on forecast and actual results
- Manage end-to-end reporting for business planning and stress testing cycles, including Risk Appetite, CCAR, Resolution and Recovery, and annual budget exercises
- Coordinate with business partners and corporate functions on framework changes, new initiatives, and regulatory requirements
- Oversee control processes and promote continuous improvement within the team
- Support the integrity and validity of Treasury financials and controls
- Communicate monthly and quarterly forecasts, actuals, and annual budget results
- Drive analytics and project management in a changing regulatory environment
- Partner with senior leadership to deliver on key initiatives and deliverables
- Streamline and enhance existing processes for efficiency and effectiveness
- Foster a collaborative and high-performing team culture
- Support ad hoc projects and requests as needed
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance, Economics, Accounting, or related technical field
- Two years of experience in finance or accounting
- Experience in balance sheet and financial analysis
- Technical skills or willingness to learn Alteryx, Tableau, SQL, or similar tools
- Self-starter with strong work ethic and interpersonal skills
- Ability to thrive in a fast-paced, results-driven environment
- Strong analytical, critical thinking, and problem-solving skills with proven execution
- Sound judgment, professional maturity, and ability to manage multiple priorities
- Excellent communication and partnering skills across all levels
- Control and efficiency mindset with drive for process improvement
Preferred Qualifications, Capabilities, and Skills
- Knowledge of retail banking and products
- Experience with Hyperion Essbase
- Leadership experience managing direct reports
Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting. Relocation assistance is not provided; candidates must be local to the work location or willing to relocate immediately upon hiring.
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
Support Treasury team with balance sheet management, financial reporting, forecasting, and stress testing.