Financial Analysis Senior Associate

Responsibilities

• Manage annual and continual financial planning activities, including month-end performance reviews and forecasting.
• Perform variance analysis to identify key drivers of results and present commentary to senior management.
• Monitor key business metrics and drive data quality initiatives across product areas.
• Create strategic presentations, reports, and dashboards using advanced Excel and PowerPoint techniques.
• Identify business risks and drive the resolution of mitigating controls.
• Support audit, regulatory, and compliance deliverables within the Risk Control Self-Assessment (RCSA) framework.
• Partner with key business stakeholders to understand projects and drive strategic next steps.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• 4+ years of professional experience in Finance, Business Management, Planning & Analysis, or Accounting.
• Advanced proficiency in MS Office tools, specifically Excel (Pivot Tables) and PowerPoint.
• Proven ability to deliver high-quality reporting and presentations for diverse stakeholders.
• Strong communication, organization, and project management skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.

About the Company

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 Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, and more, while our Global Finance & Business Management team ensures the company can navigate all market conditions while protecting our fortress balance sheet.