Financial Analysis - Senior Associate Chase Auto Treasury

Fairygodboss; Plano (TX); On-site; USD 95,000 - 135,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Financial Analysis Senior Associate to join the Chase Auto Treasury team, shaping pricing inputs and long-term profitability forecasts.

You will partner with Finance, Treasury, Pricing, and Risk to align assumptions, strengthen controls, and automate processes for faster, more transparent reporting. You will support the Proforma process, analyze inputs, and present findings to executives while transforming the platform for greater efficiency and accuracy across

Qualifications

• 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., drivers of profitability and impacts of assumption/input changes).
• Advanced Excel skills (PivotTables, VLOOKUP/XLOOKUP, nested IF logic; reusable templates).
• Strong PowerPoint skills; synthesize analysis into leadership-ready materials.
• SQL: ability to run and adapt basic queries to pull/validate data.
• Strong analytical and problem-solving skills with attention to detail.
• Strong interpersonal skills; ability to work across functions.
• Ability to manage multiple priorities in a fast-paced environment with tight deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Support methodologies and forecasting of key inputs used in the Proforma process to optimize pricing.
• Execute components of monthly financial reporting processes and deliverables.
• Partner with cross-functional teams to align on pricing inputs to models and applications.
• Draft and maintain BRDs for technology teams; support intake, implementation, and change delivery.
• Perform ad hoc analyses to determine impacts on profitability from changes in the business or market.
• Prepare updates and materials on impacts of proposed changes to Proforma profitability for leadership.
• Support process enhancement and automation to reduce processing time and improve controls.
• Support governance and data integrity through robust testing and oversight.

Skills

Advanced Excel

PowerPoint

SQL

Financial analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Statistics, or related field

Tools

Alteryx

Job description

Help shape how we price and forecast auto lending profitability at scale. In this role, your analysis will influence key assumptions that impact long-term loan and lease performance. You will collaborate across finance, treasury, pricing, and risk to align inputs, strengthen controls, and improve reporting. You will also support platform simplification and automation that make our processes faster and more transparent.

As a Financial Analysis Senior Associate on the Chase Auto Treasury team, you will work with stakeholders across finance, the Chase Auto business, and risk organizations. You will partner with Consumer & Community Banking Treasury, Chase Auto Pricing, and the Chase Auto CFO teams to analyze and align on pricing inputs to models and applications. You will also contribute to transformation efforts to simplify the platform and support price optimization. You will support the Chase Auto Proforma reporting process, which reflects the lifetime profitability of loans and leases, and conduct analysis to support assumptions and forecasted inputs.

Job Responsibilities

• Support initiatives to enhance methodologies and forecasting of key inputs used in the Proforma process to optimize Chase Auto's pricing
• Execute components of monthly financial reporting processes and deliverables
• Partner with cross-functional teams (Treasury, Pricing, CFO, Business, Risk) to analyze and align on pricing inputs to models and applications
• Draft and maintain Business Requirements Documentation (BRDs) for technology teams; support intake, implementation, and change delivery
• Perform ad hoc analyses to determine impacts on profitability driven by changes in the business or market
• Prepare clear updates and presentation materials on the impacts of proposed changes to Proforma profitability for stakeholder and leadership review; deliver findings to a variety of audiences
• Support process enhancement and automation efforts to reduce processing time and improve controls
• Support governance and controls, including monitoring data integrity and participating in a robust testing environment

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., drivers of profitability and impacts of assumption/input changes)
• 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

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 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.