Connected Commerce, Trust & Security Portfolio - Associate

The Connected Commerce Product & Technology (PxT) Finance organization is seeking a highly motivated, critical thinker to support the Trust and Security (T&S) portfolio. 

As an Associate in Connected Commerce PxT, you will be responsible for financial budgeting, reporting, forecasting, and analysis related to the T&S portfolio as well as technology operating expenses and headcount. You will also act as a liaison between lines of businesses and business leaders, create presentations for senior leaders, and have a proven track record in a high-paced business environment.

Job Responsibilities

• Perform financial budgeting, reporting, forecasting and analysis related to T&S portfolio and Technology operating expenses and headcount
• Serve as a liaison between finance organizations (lines of business, functional CFO, 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
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Ensure accuracy and timeliness of all financial reporting, system updates and presentations
• Provide updates on progress vs. key metrics
• Conduct "deep dive" analyses on key issues to determine root cause and propose solutions
• Collaborate with business partners to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Enhance controls and streamline processes, introducing automation where possible
• Build and maintain strong relationships with key business stakeholders
• Participate and support ad-hoc special projects and requests as needed

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3+ years of relevant experience in the financial services industry
• Self-starter who can work in a fast paced, results driven environment
• Sound judgment, professional maturity and personal integrity
• Strong quantitative, analytical, and problem-solving skills
• Ability to navigate multiple data sets and synthesize into cohesive presentation and recommendations
• Ability to present financial performance information in a clear and concise manner that tells the ‘story behind the financials’ in a compelling way
• Detail oriented with the ability to work well under pressure
• Inquisitive, enthusiastic and diligent, confident, and capable of challenging peers; identifies and executes on opportunities outside of direct span of control
• Ability to build strong partnerships with colleagues; strong written and verbal communications skills
• Advanced skills in Excel, PowerPoint and Essbase 

Preferred qualifications, capabilities, and skills

• CFA, CPA, MBA a plus
• Alteryx and Tableau a plus

Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).

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