CCB- Card Finance Planning & Analysis - Sr. Associate

at JPMorgan Chase in Wilmington, Delaware, United States

Job Description

As the #1 credit card issuer in the U.S., Chase Card Services helps a wide range of consumers and small businesses manage their purchases. We provide the Chase-branded Sapphire, Freedom Slate and Ink cards, as well as cards with some of the world’s leading companies – including Amazon Rewards, Marriott Bonvoy, Southwest Rapid Rewards, and United Mileage Plus. We’re part of the U.S. consumer and community banking business of JPMorgan Chase & Co. (NYSE: JPM), which serves nearly half of America’s households with personal banking, mortgages, auto financing, investment advice and small business banking, as well as credit cards. Our firm is deeply committed to making a difference for our colleagues, our customers and our communities.

In Chase Card Services, our teams of talented, diverse and customer-obsessed colleagues are dedicated to helping our customers reach their financial goals and make the most of their purchases. We take pride in our inclusive culture, where colleagues can bring their whole selves to work, and we support them through continuing education, career growth and programs like our Business Resource Groups, which offer access to leadership, networking and development opportunities.

About This Position:

The Card Planning & Analysis (P&A) Senior Associate will contribute to forecast process automation and improvement, support monthly forecast process and financial analytics, quarterly earnings, annual budget and capital stress testing analytics, in addition to partnering closely with LOB business teams and functions for core financial reporting, ad-hoc analysis and due diligence.

This position sits within Card P&A Group who provides comprehensive strategic and financial analyses that support decision-making and evaluate performance of the business in furtherance of achieving commercial and financial objectives. The team directly supports the Credit Card CFO and manages financial planning workstreams, such as the monthly forecast process and financial analytics, quarterly earnings, and annual budget and capital stress testing analytics.


+ Develop, implement, and enhance the end-to-end forecast execution processes to improve efficiency

+ Support financial planning workstreams (budget, CECL, stress testing) including managing business strategic inputs and assumptions used in the forecasting model, as well as volume and revenue analysis

+ Ensure data integrity, accuracy, and timeliness of all forecasts

+ Build a close partnership with business, risk management, and finance partners across Card Services Line of Business to ensure best practices and desired results

+ Ad hoc analysis of the business and business drivers


+ Bachelor’s or above degree in Finance, Economics, Statistics, or other quantitative fields

+ Minimum 3+ years’ work experience in financial analysis, risk analysis, or data analysis related fields

+ Strong quantitative and analytical aptitude, creative critical thinking and problem-solving skills

+ Proficiency in Microsoft Office (especially Excel). Excel VBA experience is highly preferred

+ Self-starter with strong initiative, ability to take ownership and drive initiatives forward within the organization

+ Team player with strong organizational skills, and being capable of working in a dynamic environment and managing multiple projects with tight timelines

+ Quick learner with exceptional attention to detail

+ Professional maturity, personal integrity, and excellent interpersonal skills

Ideal candidates would be able to do the following:

+ Be effective in a fast-paced, deadline-oriented environment

+ Have excellent communication skills, both written and verbal

+ Be collaborative and build strong relationships across the organization

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.

Equal Opportunity Employer/Disability/Veterans

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Job Posting: JC188181533

Posted On: Jul 20, 2021

Updated On: Sep 17, 2021