Location: New York, NY, United States

Join the Offers & Shopping Finance team at Chase for an exciting opportunity to develop and deliver robust financial analysis and business support for the Offers and Shopping business. Offers & Shopping roles up within the Consumer & Community Banking line of business.
 

As a Financial Analysis Senior Associate in Offers & Shopping Finance, you support business leaders with forecasting, budgeting, and long-term financial modeling that helps guide strategy and day-to-day decisions. You work closely with partners across Consumer & Community Banking to deliver clear reporting, actionable insights, and well-controlled processes. You help us strengthen how we measure performance, explain results, and prioritize opportunities. You also contribute to improving routines and tools so we can operate more efficiently and consistently.
 

Job responsibilities
    Lead financial planning and analysis processes, including forecasting, budgeting, and long-range planning aligned to business objectives
    Prepare and present executive-level materials supporting month-end close and performance routines
    Monitor key performance indicators and deliver regular insights to help guide data-informed decisions
    Execute financial modeling and scenario analysis to evaluate new opportunities and trade-offs
    Partner with cross-functional teams to assess business initiatives using market and performance inputs
    Guide continuous improvement efforts across reporting, analysis, and operating routines
    Maintain strong financial controls and support compliance by partnering with risk, audit, and other control functions
    Build and sustain strong relationships with internal stakeholders across business, finance, and planning teams
 

Required qualifications, capabilities, and skills
    Bachelors degree in Accounting, Finance, or a technical discipline
    4+ years of experience in financial services in finance, business management, planning and analysis, accounting, controllership, or related fields
    Advanced proficiency in Excel and PowerPoint
    Proven ability to gather, mine, and manipulate data sets to support analysis and reporting
    Strong verbal and written communication skills, including presenting insights clearly to stakeholders
    Demonstrated ability to create ad hoc reporting and analysis for senior management
    Ability to prioritize effectively and deliver high-quality work under tight deadlines
    Strong analytical and problem-solving skills with sound attention to detail
    Collaborative approach and ability to operate as a trusted partner across business and finance teams
    Personally motivated, with strong ownership, follow-through, and a continuous improvement mindset

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 (including but not limited to H1B, H4EAD, OPT, TN, or L visas). 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 is not eligible for relocation assistance.
 

Shape big decisions with sharp financial insights for our Offers and Shopping business.