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 "private 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.

Job Description

Home Lending Financial Planning & Analysis leads Home Lending Forecast Automation and Execution, this includes partnering with the Finance, Risk, and IT to analyze current processes and automate manual processes in the planning and analysis forecasting space. Routine activities include execution of annual budgets, monthly financial forecasts, quarterly earnings analysis, and ad hoc analyses or data requests, and development of new dashboard or reporting capabilities.

Job Responsibilities

• Gather business requirements through user interviews and interactions with various subject matter experts (SMEs)
• Propose process reengineering solutions to resolve current process breaks and identify areas of opportunity for improvement
• Produce forecast, 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
• Coordination between business, finance, and central planning and analysis teams to meet analytical requirements and timelines
• Build and maintain strong relationships with key business stakeholders: firm-wide, Functional Finance and lines of business teams
• Be an owner of workstreams

Required Qualifications, Skills and Capabilities

• A Bachelor's degree in a quantitative discipline (Finance/Stats/Econ/Math) or equivalent work/training is required.
• 4+ years product experience highly desired; focus on service, project management, or support
• Knowledge of JIRA, Python, SAS, SQL and MS Office required
• Highly self-reliant individual with the ability to work in a dynamic, fast-paced, team-oriented, result-oriented environment
• Ability to articulate financial results to a variety of audiences (internal & external)
• Strong P&L knowledge and understanding of drivers of profitability
• Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data and its impact in both operational and financial areas
• Build strong partnerships with colleagues, desire to learn quickly, be flexible and think strategically

Preferred Qualification:

• Strong preference for experience with data visualization and dashboard creation (Tableau, Alteryx)
• Advanced degree preferred

Candidates must be able to physically work in our Columbus, OH office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Equal Opportunity Employer/Disability/Veterans