Financial Analysis - Chase Auto Treasury

JPMorganChase; Wilmington (DE); On-site; USD 95,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Analyst Senior Associate to support the Chase Auto Funds Transfer Pricing process and the capital and liquidity management strategy.

You will partner across the firm to provide financial analysis, budgeting, forecasting, and leadership-ready reporting for management reviews. The role involves developing new reporting capabilities and dashboards, delivering weekly to quarterly insights, and ensuring accuracy in financial metrics.

Qualifications

• Major in Finance, Accounting, Economics or related analytical field.
• 4+ years in finance, analytics, FP&A, data/BI or similar role.
• Ability to interpret financial data and present insights clearly.
• Strong Excel and PowerPoint skills with repeatable analysis templates.
• SQL: run basic queries to pull data and validate results.
• Strong written and verbal communication; cross-functional collaboration.

Responsibilities

• Support Funds Transfer Pricing and funding strategy execution.
• Lead BAU funding processes and ad hoc analyses.
• Coordinate cross-functional funding projects and reporting.
• Develop updates on interest-rate market impacts for funding costs.
• Support capital and liquidity management analyses and dashboards.

Skills

Advanced Excel

PowerPoint

SQL

Data interpretation

Interpersonal skills

Multitasking

Written communications

Verbal communication

Education

Bachelor's degree in Finance/Accounting/Economics/Statistics/Mathematics/Engineering/CS

Tools

Alteryx

SQL

Excel

PowerPoint

Job description

Job Description

As a Financial Analyst Senior Associate in the Chase Auto (CA) Treasury team, you will support the Chase Auto Funds Transfer Pricing (CA FTP) process and strategy and supporting the team with capital and liquidity management. Additionally, you will also be providing data that will be used and shared in external client meetings. In this role, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, and development of new reporting capabilities (e.g. dashboards).

Job Responsibilities

• Chase Auto Funds Transfer Pricing (funding) execution and strategy
  • Lead and execute BAU funding processes
  • Complete ad hoc analyses to enhance Chase Auto FTP Strategy
  • Lead cross function work streams to execute and deliver on funding related projects
  • Act as a subject matter expert in the short term interest rate market environment, prepare updates and presentations on the impacts of interest rate market developments to the funding costs for all respective Chase Auto Finance portfolios
  • Support other work related to funding and proforma pricing
• Capital and Liquidity Management
  • Participate and support the management and optimization of overall capital and Risk Weighted Assets processes for Chase Auto Finance
  • Participate and support the risk analysis on a monthly basis (structural features, underlying credit exposure, relevant market data) as it relates to capital markets activity

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Finance, Accounting, Economics, Statistics, Mathematics, Engineering, Computer Science, or a related analytical field
• 4+ years of experience in finance, analytics, accounting, FP&A, data/BI, or a closely related analytical role
• Ability to interpret financial data and communicate insights clearly (e.g., macroeconomic updates and data releases from various government agencies)
• Advanced Excel skills (e.g., PivotTables, VLOOKUP/XLOOKUP, nested IF logic, and familiarity with INDEX/MATCH or equivalent approaches); ability to build and maintain repeatable analysis templates
• Strong PowerPoint skills; ability to synthesize analysis into clear, leadership-ready materials
• SQL: ability to run and adapt basic queries to pull, validate, and reconcile data (deep SQL expertise not required)
• Strong analytical and problem-solving skills with attention to detail
• Strong interpersonal skills; ability to work across a matrixed, cross-functional organization
• Ability to manage multiple priorities in a fast-paced environment with tight deadlines
• Strong written and verbal communication skills

Preferred Qualifications, Capabilities, And Skills

• Experience with Alteryx preferred

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 (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). 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 is not eligible for relocation assistance.

About Us

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

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.