Financial Analysis - Partner Card Finance - Senior Associate

Aumni; Wilmington (DE); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking an Associate on the Chase Partner CFO team to be a strategic finance partner and trusted advisor to the Co-Branded Credit Card business.

You will own end-to-end processes and ad hoc analyses, and become the subject matter expert on finance components of our card agreements. You will partner with GM teams and finance partners to deliver strategic objectives, develop a deep understanding of credit card P&L drivers, and prepare planning,

Qualifications

• Bachelor’s degree in Accounting, Finance or technical field.
• 7+ years of analytical or finance experience.
• Strong quantitative and communication skills.
• Ability to present to senior management and collaborate with stakeholders.
• Proactive, results-driven and able to manage multiple priorities.

Responsibilities

• Develop deep understanding of Credit Card P&L and drive insights.
• Act as trusted advisor to GM teams on product development and analytics.
• Collaborate on planning, forecasting, and investment analytics.
• Present financial results to Partner GM teams and senior leaders.
• Consolidate monthly reporting with Co-Brand CFO and other groups.

Skills

Analytical skills

Financial analysis

Communication skills

Presentation skills

Microsoft Excel

PowerPoint

Problem solving

Matrixed organization

Education

Bachelor’s degree in Accounting, Finance or related field

Tools

Microsoft Excel

PowerPoint

AI tools

Job description

Join the Chase Partner CFO team for an exciting opportunity to be strategic finance partner and trusted advisor to the Co-Branded Credit Card business. You will have the opportunity to take end-to-end ownership of existing processes and ad hoc business cases, while also becoming the subject matter expert on finance-related components of our Co-Branded Credit Card agreements.

As an Associate on the Chase Partner CFO team, you will partner closely with key finance teams and business partners to deliver strategic and financial objectives. In this role, you will have an excellent opportunity to develop an in-depth understanding of the credit card and payments industry including business strategy, competitive landscape, product rewards structures, macro-economic impacts, and P&L drivers.

Job Responsibilities

• Develop a deep understanding of the components and drivers of the Credit Card P&L to help drive insights and analytics on the financial performance of card portfolios
• Act as trusted advisor to General Manager (GM) teams on product development, special offers, and investment analytics
• Collaborate with GMs and their teams, as well as with the Co-Brand CFO, on the creation/communication of planning and forecasting activities including new accounts, key revenue drivers, and non-interest expenses
• Meet regularly with GM teams / Partners to review actual financial performance and discuss risks/opportunities to budgets/forecasts
• Create presentation materials on financial results and ad hoc initiatives to Partner GM teams, the President of Co-Brand, as well as senior leaders within the finance organization
• Partner with Co-Brand CFO to consolidate and distribute monthly reporting and ad hoc requests to various internal groups (e.g., P&A)

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 7+ years of analytical or finance experience (Financial Planning & Analysis, Business Management, Controller or Accounting)
• Strong quantitative, critical thinking and analytic skills, excellent quantitative and analytical problem-solving skills, confidence with finance and accounting concepts, has the ability to comprehend and clearly communicate complex concepts in a fast-paced, dynamic environment
• Exceptional communication skills, both oral and written, with desire of using both in collaboration with internal and external stakeholders; ability to present, lead, support and influence senior management and business development in deal process
• Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact based, has the courage to ask the tough questions and challenge the status quo
• Superior organizational and process skills, attention to detail
• Ability to prioritize and handle multiple projects at the same time
• Ability to work dynamically within a large, matrixed organization.
• Comfort in working with ambiguous objectives / goals
• Advanced skills in Microsoft Excel, PowerPoint, and various AI tools

Preferred qualifications, capabilities, and skills

• Credit Card / Consumer Finance background 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.

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

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.

Partner closely with key finance teams and business partners to deliver strategic and financial objectives.