JOB DESCRIPTION
Support Chase Loyalty finance organization as a lead for strategy reporting and forecasting
As an Associate in Loyalty Finance, you will partner across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. You will also support cross functional workstreams with other Connected Commerce pillars of Payments and Lending. Additionally, you will be responsible for one of our key Ultimate Rewards redemption types where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making.
Job Responsibilities:
- Be responsible for financial budgeting, reporting, forecasting and analysis
- Be responsible for analytics and strategy - including, but not limited to – stakeholder recommendations, customer behavior, and analyzing card business
- Create financial business cases supporting business initiatives
- Develop and track performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
- Lead the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
- Perform variance analysis to understand the key drivers of the results and presenting commentary to line of business Chief Financial Officers explaining changes from prior forecasts/budgets.
- Help design new reports and dashboards to efficiently deliver the financial results to senior management
- Enhance controls and streamlining processes, introducing automation where possible
Required Qualifications, capabilities and skills:
- Bachelor’s degree in Finance, Accounting, or a subject of a technical nature
- 2+ years of work experience in Financial Services and/or accounting/consulting background
- Advanced skills in Excel and PowerPoint
- Strong verbal and written communication skills with the ability to articulate complex issues clearly
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Integrity in handling highly sensitive and confidential information
- Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
- Team player with the ability to be respected as a trusted partner for the Business, Finance, and key partners
- Willing to learn new technical skills and applications
- Highly motivated self-starter with excellent time management/prioritization skills
- Inquisitive, enthusiastic and diligent, and capable of challenging peers
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 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.
