1+ months

Auto Financial Planning & Analysis- Senior Associate

JPMorgan Chase & Co.
Wilmington, DE 19801
  • Job Code
    210337485

Chase Consumer & Community Banking (CCB) serves more than¯60‹¯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 œprivate label 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 œfront door 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.

In October 2020, JPMorgan Chase announced a $30B racial equity commitment over five years to help close the racial wealth gap among Black, Hispanic and Latino communities. So far, JPMC has deployed or committed more than $13B and CCB is at the heart of much of this effort with the Home Lending business enhancing mortgage products to create better access to and expand credit as well as the opening of multiple Community Center branches to engage locally in underserved communities and enable customers to improve their financial health and access to banking

At Chase, CCB Finance is striving to be a best-in-class organization bringing customer-focused insights to our stakeholders across the firm. The organization offers several career disciplines including Financial Analysis, Business Management, Controller, Treasurer, and Data Analytics

Job Description

Financial Planning & Analysis (FP&A) owns the end-to-end oversight of the P&L of the supported business. This includes partnering with the CFO and key business stakeholders to produce annual budgets, monthly financial forecasts, quarterly earnings analysis, and ad hoc analyses or data requests. Routine activities include crafting business performance narrative, examining financial variance analysis, communicating results to firmwide senior leadership, delivery of daily/weekly/monthly financial reporting, and development of new dashboard or reporting capabilities.

Responsibilities:

  • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects
  • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
  • Conduct \
    Keyword: card%20services

    Chase Consumer & Community Banking (CCB) serves more than¯60‹¯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 œprivate label 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 œfront door 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.

    In October 2020, JPMorgan Chase announced a $30B racial equity commitment over five years to help close the racial wealth gap among Black, Hispanic and Latino communities. So far, JPMC has deployed or committed more than $13B and CCB is at the heart of much of this effort with the Home Lending business enhancing mortgage products to create better access to and expand credit as well as the opening of multiple Community Center branches to engage locally in underserved communities and enable customers to improve their financial health and access to banking

    At Chase, CCB Finance is striving to be a best-in-class organization bringing customer-focused insights to our stakeholders across the firm. The organization offers several career disciplines including Financial Analysis, Business Management, Controller, Treasurer, and Data Analytics

    Job Description

    Financial Planning & Analysis (FP&A) owns the end-to-end oversight of the P&L of the supported business. This includes partnering with the CFO and key business stakeholders to produce annual budgets, monthly financial forecasts, quarterly earnings analysis, and ad hoc analyses or data requests. Routine activities include crafting business performance narrative, examining financial variance analysis, communicating results to firmwide senior leadership, delivery of daily/weekly/monthly financial reporting, and development of new dashboard or reporting capabilities.

    Responsibilities:

    • Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects
    • Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances
    • Conduct \
      Keyword: card%20services
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Auto Financial Planning & Analysis- Senior Associate

JPMorgan Chase & Co.
Wilmington, DE 19801

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