JOB DESCRIPTION
The Manufacturer Partnerships finance team serves as a planning and analytical resource to help executives manage, forecast, plan and gain insight into the financial profitability of the business.
As a Financial Analysis Senior Associate on the Chase Auto Private Label Captive Finance team, you will be responsible for the preparation and analysis of profitability reporting packages, annual operational budgets, forecasts, and business plans for the Partnerships business. Your role will also include preparing monthly earnings estimates and earnings variance explanations and providing timely and accurate information and analysis to support management decision-making. Additionally, you will act as a financial liaison between the functional areas and the CFO organization, and prepare presentations for review with management.
Job Responsibilities:
- Develop Excel-based models for assessing potential revenue growth opportunities and providing strategic insights for informed decision-making.
- Implement insightful analysis techniques for income statements, uncovering key financial trends and performance indicators to drive management decisions.
- Execute planning and analysis in budgeting and forecasting processes for the partnerships, ensuring accuracy and informed financial decision-making for optimal organizational performance.
- Provide financial & strategy consultancy to Chase Manufacturing CFO & Business Managers. Model business scenarios and track performance metrics for making strategic company decisions.
- Be responsible for financial planning involving rolling budgets and forecasts, including providing strategic business modeling inputs and performing rate-volume analysis on product-level margins.
- Partner with business development to model, analyze, and aid in the development of strategic contract renewals while maintaining governance around P&A processes.
- Report on and present Business and Financial Metrics/KPIs to senior stakeholders and partners.
- Collaborate with product managers, accounting, general managers, business development, and other finance functions to drive strategic decisions around partnership opportunities, ongoing operations, and special projects.
Required Qualifications, Capabilities, and Skills:
- Bachelor’s degree in Finance or Accounting.
- 4+ years financial analysis or accounting experience.
- Excellent communication and partnering skills.
- Strong interpersonal skills; ability to interact with a broad scope of employees, including those at more tenured levels.
- Ability to present to senior stakeholders.
- Self-motivated individual with the ability to effectively prioritize multiple projects and tasks.
- Proficiency in Microsoft applications, including advanced Microsoft Excel skills.
Preferred Qualifications, Capabilities, and Skills:
- Consumer lending industry experience a plus.
- SQL and Essbase experience.
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 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 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.
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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk.