Apply Now    

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

Req #: 180028923
Location: Wilmington, DE, US
Job Category: Accounting/Finance/Audit/Risk
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)
Apply Now    
Link for schema

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.