Vice President, Wealth Management Planning & Analysis

Job Description

Financial 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.

As a Vice President in Wealth Management Planning & Analysis, you will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making.

You will be expected to provide leadership across teams, and interact regularly with the Financial Planning & Analysis Managers, the line of business leaders, and peers across Finance & Business Management and the business.

Job responsibilities

• Perform financial budgeting, reporting, forecasting and analysis, and distill and refine financial storytelling for business results.
• Oversee processes to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
• Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts / budgets
• Prepare materials for internal leadership meetings and forums (e.g., Business Reviews), as well as external forums (e.g., Investor Day)
• Create ad-hoc analysis and presentations for senior management, and help design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhancing controls and streamlining processes, introducing automation where possible, and enhance consistency and efficiency across processing and reporting to meet business needs.

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 8+ years of work experience, preferably in Financial Services
• Advanced skills in Excel and PowerPoint and Essbase
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Integrity in handling highly sensitive and confidential information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated self-starter with excellent time management / prioritization skills
• Inquisitive, enthusiastic and diligent, and capable of challenging peers

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

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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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 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.

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

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.