Financial Planning and Analysis

4 weeks ago


Indiana, United States CareerBuilder Full time

JOB DESCRIPTION

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right 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. Were 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, enhance 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.
We help business owners with deposit accounts, payment acceptance, access to credit, and cash management services.
Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting, forecasting, and Stress Testing. Our Financial Planning and Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. dashboards), and advising the line of business CFOs on how to increase profitability and efficiencies.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement. You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems. In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job Responsibilities :
Managing annual/continual financial planning activities for Business Banking - providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on business financial performance, budgeting, stress testing, and management reports
Creating financial business cases supporting business initiatives
Reporting on and monitoring key metrics, and driving data quality initiatives
Creating presentations and providing financial analysis on a variety of topics to senior management
Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
Helping design new reports and dashboards to efficiently deliver the financial results to senior management
Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities, and skills
Masters degree in Accounting, Finance, or a subject of a technical nature
5+ years of work experience, preferably in Financial Services, and/or accounting/controller background
Strong on fundamentals, budgeting, forecasting, and month close
Advanced skills in Excel and PowerPoint
Inquisitive, enthusiastic, and diligent, and capable of challenging peers
Strong verbal and written communication skills, with the ability to articulate complex issues clearly
Ability to create ad hoc reporting for senior management.

Proven track record for executing on special projects / assignments, often with little lead time or information
Preferred qualifications, capabilities, and skills
Highly motivated and able to thrive and think clearly under pressure and tight deadlines
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&A Teams
Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely
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