Finance & Business Management - Senior Associate
About The Position
We are seeking a highly motivated individual to provide Finance and Business Management support within their aligned division. You will support both the divisional and regional business managers, as they provide the field leadership with insights into the territory’s performance, such as balance growth, customer experience, client outreach, and field staff (e.g., branch manager, banker, advisor) performance. As a Finance & Business Management Associate, you will be a member of the Consumer Banking Finance and Business Management team. Each team serves as strategic business partners to the firm’s Divisional Directors, Regional Directors and Market Directors who lead the Chase Retail Financial Services network.
Requirements
- Bachelor’s degree in Accounting, Finance, or related discipline
- Minimum of 2 years of relevant Financial Services experience
- Knowledge and understanding of financial principles and ability to link results to activities
- Excellent verbal and written communication skills
- Advanced analytical and organizational skills; ability to manage multiple (and changing) concurrent project deliverables
- Ability to work collaboratively and develop dynamic relationships across the organization
- Advanced follow-through, initiative, and sense of urgency
- Proficiency in Microsoft Office and other financial applications
- Must be results-oriented and focused on the delivery of solutions, with superior attention to detail
- Some travel may be required
Nice To Haves
- Overall branch knowledge and base knowledge of Retail Banking Financial Systems is preferred
- Experience with Tableau or QlikView is a plus
Responsibilities
- Support the divisional and regional business managers through reporting, analysis, and deep dives into results, as needed with the focus to understand and optimize results
- Prepare Divisional and regional business review packages
- Prepare periodic and ad hoc analysis to support financial and strategic goals
- Develop deep knowledge to become the team’s subject matter expert on key focus areas
- Participate in and support ad-hoc special projects and requests as needed
- Contribute to divisional/national initiatives (includes owning and propelling certain projects on divisional/national level)
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Senior
