Financial Analysis

Job Description
DESCRIPTION:
Duties: Run the centralized execution of stress testing activities for the Home Lending business, including the forecasting models. Work with Home Lending Controllers, Finance, and Risk teams to ensure accurate reporting for CCAR submissions to regulatory agencies, and enhance CCAR narratives with up-to-date methodology changes, as well as new section requirements. Coordinate and prioritize the requests and deadlines within the stress testing calendar, and participate in and help build upon the broader team's people agenda. Perform deep dive analyses and interpretation of variances. Create and deliver executive- level presentations that summarize results at various levels of the organization. Establish and develop business relationships across Home Lending teams, including Portfolio, Production, Servicing, Credit, and Mortgage Servicing Rights groups. Drive process improvements and creating efficiencies across the home lending planning & analysis organization. Review work of junior team members.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Accounting, Finance or related field of study plus 7 years of experience in the job offered or as Financial Analysis, Business Intelligence Analyst, Shared Business Operations & Portfolio Management Specialist, Credit Analyst, or related occupation.
Skills Required: This position requires two (2) years of experience with the following: identifying and documenting financial model gaps or inconsistencies within financial data workflows; collaborating with business, compliance, risk, and IT teams to define UAT testing criteria for financial systems and automation solutions; ensuring Y-14A submission data quality aligns with Federal Reserve's guidance and Dodd-Frank Act Stress Testing (DFAST) regulations including assumptions for baseline, adverse and severely adverse stress scenarios; leading the development and submission of CCAR (Comprehensive Capital Analysis and Review) data pipelines ensuring compliance with appropriate risk controls and regulatory expectations and completing data contributor attestations for the integrity of the results; collaborating with data engineering team to integrate Python-based forecasting software to execute quantitative model runs and create Standard Operating Procedure (SOP) for ETL solutions to ensure consistency and repeatability of forecasting processes and data loaded to EssBase; leveraging advanced statistical models and econometrics to support forecasting efforts; working closely with business units to define forecasting requirements and ensure model predicted outputs align with business expectations; ensuring models are optimized for performance and accuracy through semi-annual back-testing and annual sensitivity analysis; creating dynamic pivot tables to summarize and analyze large data sets along with pivot table calculated fields; collecting and consolidating capital planning and financial projection data from multiple business units using macro-based excel tools and ensuring all relevant metrics are captured accurately; building variance analysis reports using advanced Excel functions such as VLOOKUP, xlookup, sumifs, countifs, concatenate, transpose, sort or index-match, and handle large volumes of financial data for performing complex calculations involving multiple cells or ranges; validate and ensure data integrity across a broad spectrum of reports and analysis, produce reports and ad-hoc data analysis and present to senior management; developing and implementing quality assurance (QA) and quality control (QC) data quality frameworks to test and validate financial data workflows; using Tableau to create interactive and visually appealing data visualizations that allow users to explore key performance metrics; designing and implementing financial dashboards that provide real-time insights and improve decision-making processes and ensure dashboards are designed for scalability, performance, and accessibility.
Job Location: 1111 Polaris Parkway, Columbus, OH 43240.
About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.