About The Position

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.

Requirements

  • 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

Nice To Haves

  • Knowledge of retail banking and products
  • Experience with Hyperion Essbase
  • Leadership experience managing direct reports

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

Benefits

  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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