
Associate, Planning & Analysis
Are you a detail-oriented individual with a passion for data analysis and financial planning? Do you thrive in a fast-paced, dynamic work environment? If so, we have an exciting opportunity for you at Chase Bank! As an Associate in our Planning & Analysis department, you will play a critical role in driving business performance through insightful analysis and strategic planning. We are looking for a highly motivated individual with strong analytical skills and a strong understanding of financial concepts. Join our team and take the next step in your career with one of the top financial institutions in the country.
- Conduct financial analysis: Perform in-depth analysis of financial data to identify trends, patterns, and insights that will inform business decisions and strategies.
- Develop financial plans: Collaborate with team members and stakeholders to create comprehensive financial plans that align with company goals and objectives.
- Monitor performance: Monitor and track the performance of various business units and identify areas for improvement.
- Forecasting: Utilize data and industry trends to develop accurate financial forecasts and projections.
- Report generation: Prepare and present reports on financial performance, highlighting key findings and recommendations to management.
- Budget management: Assist in the development and management of budgets, ensuring accuracy and adherence to financial goals.
- Identify opportunities for cost savings: Conduct cost-benefit analyses and identify areas where the company can reduce expenses and increase efficiency.
- Stay updated on industry trends: Stay informed on industry trends and market conditions that may impact business performance, and provide recommendations to adapt accordingly.
- Collaborate with cross-functional teams: Work closely with other departments to understand their financial needs and provide support and insights as needed.
- Ensure accuracy and compliance: Ensure that all financial data and reports are accurate and comply with company policies and regulations.
- Continuous improvement: Continuously seek ways to improve processes, systems, and procedures to enhance the efficiency and effectiveness of financial planning and analysis.
Bachelor's Degree In Finance, Accounting, Or Related Field.
Proficiency In Microsoft Excel And Financial Modeling.
Minimum Of 2-3 Years Experience In Financial Planning And Analysis.
Strong Analytical Skills And Ability To Interpret Data.
Knowledge Of Banking Industry And Regulatory Requirements.
Budgeting
Risk Management
Financial Analysis
Strategic Planning
Data Analysis
Communication
Time Management
Microsoft Excel
Attention to detail
Forecasting
Reporting
Problem-Solving
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Associate, Planning & Analysis in Tampa, FL, USA is $60,000 - $80,000 per year. However, this may vary depending on the specific company, industry, and experience level of the individual.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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