Finance and Business Management (F&BM) Planning & Analysis (P&A) Senior Associate

Join a team at the forefront of international consumer banking where your insights shape business decisions and drive growth. As part of the ICB F&BM team you will collaborate with talented colleagues across global locations gaining exposure to senior leaders and innovative financial tools. This role offers the opportunity to expand your expertise contribute to impactful projects and accelerate your career progression. Experience a culture that values inclusivity agility and continuous learning. Make a difference by delivering analysis that supports strategic initiatives and business success.

As a Finance & Business Management Analyst in the International Consumer Banking (ICB) F&BM team you play a key role in supporting strategic and financial priorities across ICB Chase Retail & Invest businesses Latin America (C6 Bank) and ICB initiatives. You will collaborate with senior leaders in London and Mumbai delivering insightful analysis to drive business decisions. We foster an inclusive forward-thinking culture where you can grow your skills and career. You will have the opportunity to build new processes and contribute to impactful projects. Together we create solutions that support the success of our global business.

Job Responsibilities

• Lead production and reporting of monthly outlooks and annual budgets for P&L balance sheet and headcount at the legal entity level
• Learn and become a subject matter expert in new planning and analysis tools as they are implemented
• Support firmwide teams by addressing queries related to ICB financial performance
• Assist in preparing materials for quarterly earnings Investor Day senior management reviews and offsite meetings
• Produce and analyze baseline and stressed forecasts for regulatory submissions
• Partner with business and strategy teams to perform ad-hoc financial modelling
• Contribute to strategic projects including developing long-term solutions for user tools
• Migrate processes from Excel to firmwide systems
• Demonstrate agility and cross-functional collaboration to support wider teams
• Present findings and recommendations to senior management
• Maintain accurate and auditable records for all financial analysis

Required Qualifications Capabilities and Skills

• Demonstrate excellent communication skills with the ability to analyze and summarize large data sets
• Thrive in a fast-paced results-driven environment
• Exhibit strong analytical and problem-solving abilities
• Show flexibility and resilience under pressure meeting changing requirements and strict deadlines
• Maintain exceptional attention to detail and commitment to auditable records
• Proficiency in Microsoft Office Suite including advanced Excel skills
• Ability to synthesize multiple data sources into cohesive presentations and recommendations
• Experience presenting findings to senior management
• Adapt quickly to new technology tools
• Collaborate effectively across global teams

• Uphold high standards of accuracy and integrity in financial analysis and demonstrate initiative and ownership in driving projects forward

Preferred Qualifications Capabilities and Skills

• Experience with VBA development
• Knowledge of Anaplan or similar planning tools
• Exposure to financial modelling for new business initiatives
• Familiarity with regulatory submissions such as ICAAP ILAAP or CCAR
• Experience supporting Investor Day or senior management reviews
• Background in migrating processes to firmwide systems
• Ability to contribute to strategic projects and long-term solutions