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Consumer and Community Bank Finance, Commerce Solutions Planning and Analysis, Associate

Job Description

The Planning and Analysis (P&A) Associate will be a member of the Chase Merchant Services (CMS) Planning and Analysis team.  CMS P&A team is primarily responsible for managing the forecasts, creating a mid-year and an annual plan, and assisting the earnings process for press releases. The CMS P&A team strives to provide strategic and actionable insights through various analytical projects. In addition, the team plays a role in providing inputs for presentations for Investor Day, Conferences/ Roundtables.


P&A Associate:

  • Support the monthly/annual financial planning, forecasting, and analysis for CMS Revenue
  • Conduct financial results and revenue variance analysis to help CFO prepare for the management meetings and monthly corporate business reviews
  • Develop and enhance analytics to provide transparency and insights into the complex merchant line of business
  • Assist preparation of internal and external presentations for CMS President
  • Support the preparation of internal and external presentations and supporting materials for the President
  • Coordinate CCAR/ICCAP deliverables
  • Update, analysis, and present Channel P&L reporting to internal business partners
  • Proactively analyze trends, research issues and respond to data requests
  • Ensure data integrity and accuracy in all reporting and forecasting
  • Working closely with other LOB P&A teams and the CCB P&A team


  • Bachelors degree in Accounting/Finance/Economics or other related majors
  • 3+ years in Finance/Accounting, management consulting or other financial/analytic roles
  • Solid grasp on finance/accounting concepts
  • Critical thinking and analytic skills; excellent problem solving skills; proactive and a results-oriented mindset
  • Ability to comprehend and clearly communicate complex concepts in a fast- paced, dynamic environment
  • Strong interpersonal, verbal and written communication skills;
  • Strong personal integrity and work ethic; has the courage to ask the tough questions and challenge the status quo and manage multiple tasks simultaneously
  • Knowledge of Microsoft Word, Excel, PowerPoint/PitchPro, Essbase and SQL (preferred)
Req #: 180028923
Location: Wilmington, DE US
Job Category: Accounting/Finance/Audit/Risk
Employment Type: Full Time
Potential Referral Amount: 3000 US Dollar (USD)

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