Job Description

:

Chase Consumer & Community Banking (CCB) serves more than 60\xe2\x80\x8b million U.S. households and 4 million small businesses with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how and where they want to bank with our nearly 4,800 branches in 48 states and the District of Columbia, 16,000 ATMs, phone or digital channels. We have leading positions across each of our CCB divisions and we are ranked #1 in online banking, #1 most-visited banking portal in the U.S. (chase.com) and #1 in the JD Power US Retail Banking Satisfaction Study. Summary of our CCB businesses are:

• Consumer Banking: Serves more than 26.5mm checking households with ~$775B in deposits
• Business Banking: provides financial advice as well as deposit, credit and cash management products to more than 4mm small business owners with up to $20mm in annual revenue

• J.P. Morgan Wealth Management offers the full spectrum of investment services with more than $700B in assets under supervision. The business includes Chase Wealth Management, serving clients from branches, J.P. Morgan Advisors, advising clients through home offices, a new hybrid advisory unit called Personal Advisors, and Online Investing
• Card Services: is the #1 credit card issuer in the U.S. based on sales and outstanding. As of 4Q21, there are over $148B in loans outstanding and over 50million active credit card accounts
• Chase Auto: is one of the largest providers of auto financing in the U.S, with a portfolio valued over $80B. Chase offers direct lending to customers as well as commercial loans and floor plan financing to dealers. Additionally, Chase Auto enjoys a robust \xe2\x80\x9cprivate label\xe2\x80\x9d client list, wherein it is the exclusive subvention partner for manufacturers like Jaguar-Land Rover and Subaru.
• Home Lending offers purchase and refinance home loans, helps customers access the equity in their homes, services residential mortgage loans, and provides affordable housing solutions to customers struggling with mortgage payments.
• Connected Commerce is focused on achieving the firm\'s goal of expanding beyond core financial services to deliver unique customer experiences and unmatched value via Lending, Loyalty, Offers & Shopping, Partner Benefits, Payments, Dining and Travel.

• Digital leads the delivery for our mobile and online customer experience which includes more than 60 million active digital users across all major lines of business with a total investment of $1B annually across Product, Design, and Technology. As the \xe2\x80\x9cfront door\xe2\x80\x9d to many of the firms offerings through Chase.com and the Chase mobile app, Digital is focused on building products, features and services quickly, predictably and with quality.
• Technology fuels almost every aspect of our company and is at the heart of everything we do to enable our customers, clients and employees and is focused on delivering market-leading technology capabilities with speed and in a secure, stable and scalable way. CCB annually invests ~$4B on technology.
• Operations includes a global team of ~36K colleagues across a global network of service centers handling Customer Service, Fraud, Disputes and Claims, Collections and Recovery, Customer Fulfillment and Customer Communications across CCB.

\xef\xbb\xbfFinancial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting. Our Financial Planning and Analysis 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 leaders 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 product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
• Creating financial business cases supporting business initiatives
• Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
• Developing and tracking performance metrics, creating presentations, and generally 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, Skills and Capabilities

• Bachelor\'s degree in Accounting, Finance or a subject of a technical nature
• 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments with often little lead time or information
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Soft Skills

• Inquisitive, enthusiastic and diligent, and capable of challenging peers
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• 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 and finance teams
• Highly motivated self-starter with excellent time management/prioritization skills

Candidates must be able to physically work in our Columbus, OH office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

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 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 \xe2\x80\x9cWELL Health-Safety Rating\xe2\x80\x9d 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

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. We\'re 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, drive 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.

JPMorgan Chase