As a Vice President in Chase Home Lending, you will lead the Servicing Planning & Analysis team, where you will manage a team of four.You will be responsible for coordinating the budgeting and forecasting process, as well as managing reports and presentations.
Job responsibilities
- Prepare, consolidate, review and analyze a number of key financial activities including, but not limited to: budget and mid-year forecast, financial updates for the Board, Operating Committee and Regulators, quarterly earnings, spot & average balance sheet, Net Interest Income (NII) and Net Interest Margin (NIM) analytics and analyzing business performance drivers
- Execute the above processes with an emphasis on accuracy and timeliness of meeting deliverables on prescribed timetables / calendars
- Analyze line of business (LOB) business models, earnings sensitivities, and strategic initiatives to enable better understanding of individual LOB financial results
- Lead additional one-off and repeatable analyses as required by senior management
- Communicate and coordinate effectively with the LOBs and corporate functions areas (e.g. External Reporting, Investor Relations, CFA)
- Support ad hoc projects as necessary
Required qualifications, capabilities and skills
- Bachelor's Degree in Accounting, Finance, Economics, or related field
- 6+ years professional experience in handling large amount of data, analyzing profit & loss and balance sheet drivers
- Advanced Microsoft Office skills (Excel & PowerPoint in particular)
- Experience in the consolidation, review, analysis and presentation of Financials
- Exceptional analytical, problem solving, critical thinking and project management skills with a proven track record of execution against deliverables
Preferred qualifications, capabilities and skills
- Previous experience in a finance/planning role in banking or financial services strongly preferred
- Experience with internal financial systems such as Essbase and Hyperion preferred
- People management experience preferred
- Experience in lending/home lending preferred
Soft skills
- Excellent oral and written communication and relationship management skills
- Detail-oriented and able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure
- Self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary