You are a strategic thinker passionate about driving solutions in Financial Analysis. You have found the right team.

As a Financial Associate in the Card Investment Strategy team, you will own the financial evaluation framework for our key Card lending strategy “Chase Pay over Time”, leading analytical initiatives that directly impact strategy decisions and serve as a trusted advisor to senior stakeholders across the organization. In this role, you will develop sophisticated NPV forecasts, translate complex quantitative analysis into actionable insights, and coordinate impacts to the Card budget, including stressed scenarios.

Job responsibilities

Develop comprehensive financial impact assessments and NPV modeling for lending strategiesCreate data-driven insights and quantitative models to guide senior leadership on revenue and growth opportunitiesCollaborate with cross-functional teams and senior stakeholders to translate business objectives into actionable analytical frameworksDrive business planning, forecasting, and regulatory stress testing in partnership with Card FinanceAnalyze ongoing financial performance, identify key variance drivers and opportunities, and present findings to senior stakeholdersIdentify and implement process improvements to enhance modeling efficiency and forecasting accuracyMaintain model governance documentation and ensure compliance with regulatory and audit standardsProvide mentorship to analysts and associates, and lead cross-functional teams, fostering knowledge sharing and best practices

Required qualifications, capabilities and skills

Bachelor’s degree in Finance, Accounting, Economics, or a related field4+ years of experience in an analytical or finance-related roleProficient in building P&L and financial modeling concepts (NPV, ROI, etc.)Proficiency in Microsoft Office, especially Excel and PowerPointAdept at working with granular data tables to draw out segment-level profitabilityExperience in forecasting and budgetingStrong quantitative, critical thinking, and analytical skillsExcellent verbal and written communication skillsStrong organizational and process skills, with attention to detailCapable of working autonomously in an ambiguous dynamic, matrixed environment and managing multiple responsibilities with tight timelines

Preferred qualifications, capabilities and skills

Knowledge of Card, Consumer lending, or other financial services