Financial Analysis - Offers and Shopping Finance - Senior Associate
About The Position
Join Chase’s Offers & Shopping Finance team to develop and deliver financial analysis and business support for the Offers and Shopping business within Consumer & Community Banking. The Senior Associate supports business leaders with forecasting, budgeting, and long-term financial modeling to guide strategy and day-to-day decisions. Working with partners across Consumer & Community Banking, the role provides clear reporting, actionable insights, and well-controlled processes; strengthens performance measurement and explanation; helps prioritize opportunities; and contributes to more efficient and consistent routines and tools.
Requirements
- Bachelor’s degree in Accounting, Finance, or a technical discipline.
- At least 4 years of experience in financial services in finance, business management, planning and analysis, accounting, controllership, or related fields.
- Advanced proficiency in Excel and PowerPoint.
- Ability to gather, mine, and manipulate data sets to support analysis and reporting.
- Strong verbal and written communication skills, including the ability to present insights clearly to stakeholders.
- Demonstrated ability to create ad hoc reporting and analysis for senior management.
- Ability to prioritize effectively and deliver high-quality work under tight deadlines.
- Strong analytical and problem-solving skills with attention to detail.
- Collaborative approach and ability to operate as a trusted partner across business and finance teams.
- Personal motivation, strong ownership and follow-through, and a continuous improvement mindset.
- Authorization to work in the United States; employment-based immigration sponsorship and related assistance are not available.
Responsibilities
- Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives.
- Prepare and present executive-level materials supporting month-end close and performance routines.
- Monitor key performance indicators and deliver regular insights to guide data-informed decisions.
- Execute financial modeling and scenario analysis to evaluate new opportunities and trade-offs.
- Partner with cross-functional teams to assess business initiatives using market and performance inputs.
- Guide continuous improvement efforts across reporting, analysis, and operating routines.
- Maintain strong financial controls and support compliance by partnering with risk, audit, and other control functions.
- Build and sustain strong relationships with internal stakeholders across business, finance, and planning teams.
Benefits
- Competitive total rewards package with base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- 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
