Financial Analysis Associate - Chase Travel Finance

Testing Site - JPMC; Wilmington (DE); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase Travel Finance is seeking a Financial Analysis Associate to develop business cases, forecast budgets, and streamline processes through automation. You will analyze accounting data, prepare reports, and partner across the firm to improve profitability in the travel sector.

The role emphasizes Excel/PowerPoint mastery, cross-functional collaboration, and the ability to deliver concise, data-driven strategic recommendations under tight deadlines.

Qualifications

• Bachelor’s degree in Accounting, Finance or a related field.
• 2+ years of work experience in Financial Services with a background in Finance, Planning & Analysis, Business Management, Accounting or Controller.
• Advanced skills in Excel and PowerPoint.
• Proficiency with data mining/gathering and manipulation of data sets.
• Inquisitive, enthusiastic and diligent, and capable of challenging peers.
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly.
• Ability to create ad hoc reporting for senior management.
• Proven track record for executing on special projects / assignments, often with little lead time or information.
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines.
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams.
• Highly motivated self-starter with excellent time management/prioritization skill, strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Responsibilities

• Develop new strategies to grow the business and developing the supporting business cases.
• Create consultant-quality presentations to communicate financial insights and strategic recommendations to upper management and key stakeholders.
• Stay ahead of industry trends by conducting market research and competitive analysis to inform strategic planning and identify new growth opportunities.
• Utilize your expertise in Excel to conduct in-depth financial analyses, identify trends, and provide actionable insights to support strategic decision-making.
• Collaborate with cross-functional teams to develop and present compelling business cases that drive revenue growth and enhance profitability in the air and hotel sectors.
• Partner with business leaders to identify and implement innovative strategies that maximize revenue opportunities and optimize financial performance.
• Work collaboratively with diverse teams across the organization, demonstrating leadership and influencing skills to drive successful outcomes.

Skills

Excel

PowerPoint

Data analysis

Financial analysis

Communication

Presentation skills

Problem solving

Time management

Team player

Education

Bachelor's in Accounting/Finance

Job description

Chase Travel Finance is tasked with developing strategies to grow revenue and profitability of the 3rd largest leisure travel provider in the US. We are seeking a dynamic, high-performing Associate to build business cases, develop ideas for new initiatives, and help with budgeting and forecasting for our growing business. Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.

As a Financial Analysis Associate in Chase Travel Finance team, you will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities

• Develop new strategies to grow the business and developing the supporting business cases
• Create consultant-quality presentations to communicate financial insights and strategic recommendations to upper management and key stakeholders
• Stay ahead of industry trends by conducting market research and competitive analysis to inform strategic planning and identify new growth opportunities
• Utilize your expertise in Excel to conduct in-depth financial analyses, identify trends, and provide actionable insights to support strategic decision-making
• Collaborate with cross-functional teams to develop and present compelling business cases that drive revenue growth and enhance profitability in the air and hotel sectors
• Partner with business leaders to identify and implement innovative strategies that maximize revenue opportunities and optimize financial performance
• Work collaboratively with diverse teams across the organization, demonstrating leadership and influencing skills to drive successful outcomes

Required qualifications, capabilities and skills

• Bachelor’s degree in Accounting, Finance or a related field
• 2+ years of work experience in Financial Services with a background in Finance, Planning & Analysis, Business Management, Accounting or Controller
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments, often with little lead time or information
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
• Highly motivated self-starter with excellent time management/prioritization skill, strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Additional Information

• To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
• This role requires the ability to physically work in our offices 5 days a week
• Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting
• This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring