Senior Associate, Planning & Analysis - Private Client Office

Next Frontier Capital; Columbus (OH); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

Chase is seeking an Senior Associate, Planning & Analysis in the Private Client Office to lead and coordinate budgeting and forecasting, including short- and long-term earnings and capital projections across scenarios.

Responsibilities include building stakeholder relationships, delivering insightful analyses, and presenting to senior management. The role emphasizes collaboration across P&A, lines of business and support teams, with emphasis on accuracy and timeliness.

Qualifications

• BA/BS in Finance, Economics, or Accounting.
• 4+ years of FP&A experience.
• Strong judgment, integrity and multi-tasking abilities.
• Clear communication of complex concepts.
• Excellent organizational and written/spoken communication.
• Strong quantitative, analytical, problem-solving skills.
• Advanced Excel, PowerPoint, Essbase, VBA and macros.
• Ability to synthesize data into actionable recommendations.

Responsibilities

• Build and maintain relationships with key stakeholders across the firm.
• Serve as liaison to provide reporting, planning and analyses.
• Produce presentations and materials for senior management and ad-hoc projects.
• Develop, consolidate and present budget and forecast analyses.
• Create, maintain and review financial models and analyses.
• Conduct deep-dive analyses to identify root causes and solutions.
• Collaborate with P&A, lines of business and support teams to deliver initiatives.

Skills

Self-starter

Analytical skills

Communication

Cross-functional collaboration

Forecasting

Budgeting

Presentation

Data synthesis

Education

BA/BS in Finance, Economics, or Accounting

CFA/CPA/MBA (plus)

Tools

Excel

PowerPoint

Essbase

Visual Basic

Macros

Job description

Financial Planning & Analysis (FP&A) is primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating Committee and the Board of Directors.

As a Senior Associate, Planning & Analysis in the Private Client Office, you are primarily responsible for leading and coordinating the budgeting and forecasting process, including the short- and long-term projection of earnings and capital over varying economic scenarios.

Job Responsibilities

• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams


• Serve as a liaison between Firm-wide P&A, lines of business, Functional Finance teams and other support teams in order to provide impactful reporting, planning and insightful analyses


• Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed


• Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances


• Create, maintain and review financial models and analyses (both recurring and ad-hoc)


• Conduct \"deep dive\" analyses on key issues impacting client to determine root cause and propose solutions


• Collaborate with business partners across P&A, lines of business and the firm to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives

Required qualifications, capabilities, and skills

• The candidate must be a self-starter who is able to work in a fast paced, results driven environment


• BA/BS in Finance, Economics, Accounting


• 4 plus years of relevant FP&A experience


• Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to manage multiple tasks simultaneously. Candidate must be comfortable with frequently changing priorities


• The ability to comprehend and clearly communicate complex concepts and maintain composure in a fast-paced, dynamic environment


• Excellent organizational, management, and both verbal and written communication skills


• Strong quantitative, analytical, and problem solving skills


• Strong technical and analytical skills, including Excel, PowerPoint, Essbase, Visual Basic and macros


• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations


• Detail oriented individual with the ability to work well under pressure, handling multiple projects and initiatives simultaneously


• Team oriented, inquisitive, critical thinker who anticipates questions from internal clients and senior management and ability to build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred qualifications, capabilities, and skills

• Financial services industry Experience preferred


• CFA, CPA, MBA is a plus

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.

Promote budgeting and forecasting while delivering insightful management reports and presentations.