Financial Analysis Senior Associate - Chase Sapphire

Join the team that powers the Chase Sapphire portfolio for an exciting opportunity to provide financial management, planning and analysis as well as cross-product support. This role offers you with an excellent opportunity to develop an in-depth understanding of the credit card & payments industry including business strategy, competitive landscape, product offerings and rewards structures, economics, P&L drivers while gaining exposure to Chase’s overall consumer strategies.

As a Senior Associate on the Sapphire Card Branded Finance team, you will be responsible for partnering across the firm to provide financial and strategic analysis, oversight, budgeting, forecasting. You will also be responsible for financial control, analysis of financial / business metrics, periodic management reporting, and advising the line of business CFOs and business partners on how to increase profitability and efficiencies. You will partner closely with key finance teams and business partners to deliver against strategic and financial objectives. 

Job Responsibilities

• Develop working relationships and provide financial decision support to business unit General Managers and their teams through weekly / monthly / quarterly reporting, projects and ad hoc analysis that provide insights into portfolio, product, and customer behavior
• Analyze financial results and forecasts to provide recommendations on performance to finance and business clients and stakeholders
• Create and maintain multi-year financial models, assessing the impact of strategic decisions and trade-offs on the P&L
• Develop financial business cases to support various initiatives
• Drive socialization and submission of budget and technology book of work
• Prepare senior management presentations to help drive strategy
• Partner closely with Analytics and Finance teams, including P&A, CCAR Forecasting, and Investment Valuation teams

Required qualifications, capabilities and skills

• Bachelor’s degree in Accounting, Finance or related subject
• 4+ years of work experience in Finance, Planning & Analysis, Business Management, Accounting or Controller
• 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
• 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 P&A Teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities and skills

• Experience with supporting co-branded card portfolios

Additional Information

• To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
• This role requires the ability to physically work in our offices 5 days a week
• Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting
• This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring

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