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Job Description
This position is an integral part of budgeting, forecasting, and analyzing ~$6 billion of Consumer & Business Banking (CBB) Non-Interest revenue and relevant drivers. The nature of work is a mix of structured analysis (forecasting, reporting) and ad hoc analytics (deep-dive analyses). A successful candidate will demonstrate both the ability to dig deep into detailed datasets and consolidate key messages for management consumption.
Roles & Responsibilities:
- Create multi-year revenue forecasts
- Proactively analyze actuals and conduct variance analysis
- Work closely with product managers to model product changes
- Use database query tools to extract data from SAP / ledger
- Conduct analysis to defend/support modeling approaches with Model Risk Governance (“MRG”) function
- Develop and maintain strong control processes to ensure data integrity in reporting and forecasting
- Perform ad hoc financial analysis
Qualifications
- Bachelor’s degree in Finance or related discipline
- 3+ years of experience in financial analysis or related
- Strong problem solving skills
- Self-starter with an ability to work both independently and as a team to solve problems efficiently
- Strong verbal and written communication skills to translate data into concise, insightful, and actionable recommendations
- Organizational skills and ability to work across multiple teams (Product, P&A, Controllers)
- Advanced Excel skills
- Experience writing technical model documentation is a plus, but not required
- Familiarity with Tableau and Alteryx is a plus, but not required
- Experience with Teradata / SQL assistant is a plus, but not required
- Experience in Essbase and SAP preferred
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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
Equal Opportunity Employer/Disability/Veterans