Finance & Business Management - Senior Associate
Aumni
Join our Card and Connected Commerce Chief Administrative Office team and provide support in optimizing planned spend, acting as a trusted advisor, and being responsible for identifying, escalating, and mitigating financial risks. This is a great opportunity to gain exposure to numerous teams and stakeholders across the firm.
As a Finance & Business Management Associate in the Card and Connected Commerce Chief Administrative Office team, you will provide financial and strategic analysis, oversight and coordination of budgeting and forecasting, financial control, analysis of financial/business metrics, delivery of regular management reporting and development of new reporting capabilities.
Job responsibilities
- Manage headcount tracking and budgeting process with full knowledge of open positions, pending hires, and future plans for the Card & Commerce Business Office organization.
- Create and maintain financial budgeting, reporting, forecasting and analysis by each team within the Card & Commerce Business Office organization.
- Partner with the Card & Commerce Business Office Advocacy group and provide budgeting and forecasting support, which aligns to the initiatives within their discretionary budget. This includes invoice processing and contract support.
- Provide efficiency reporting, analytics and strategy including, but not limited to location strategy, span of control, reporting and analytics.
- Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management.
- Provide oversight and deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
- Help design new reports and dashboards to efficiently deliver the financial results to senior management.
- Enhance controls and streamlining processes, introducing automation where possible.
- Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis.
- Participate in collaborative initiatives with team members and global managers, coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions.
- Communicate effectively with key business partners to understand projects and foster next steps.
Required qualifications, capabilities, and skills
- Bachelor’s degree in Business, Finance, Economics, or other related area
- At least 4 years of work experience in Finance, Planning & Analysis, Business Management, Accounting/Controllership, Technology or Product
- Advanced skills in Excel and PowerPoint with the ability to build decks, present data and tell a story
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
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 planned spend optimization, advise leaders, and help identify and mitigate financial risks.