Finance & Business Management

Job Description

Join our Payments and Lending Product Experience Technology Finance team for an exciting opportunity to drive key initiatives, provide strategic financial analysis & reporting, oversee and coordinate the budgeting and forecasting process, and be a trusted advisor to Business leaders.

As a Senior Associate in the Payments and Lending Product Experience Technology Finance team, your role is dynamic and can vary from business to business, in line with the priorities of the different lines of business. You will be responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of management reporting, development of new reporting capabilities, and advising the line of business CFOs on how to increase profitability and efficiencies. You will provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis. In addition, you will assist the department and other team members with special projects or components of other projects as needed.

Job responsibilities

• Manage financial planning for assigned product areas, owning month-end performance and forecast processes and delivering analysis across product financials, consumption/demand planning, budget execution, allocation/billing keys, trends, and exception reporting
• Own, manage and deliver key work streams related to headcount tracking, productivity, business casing, and book of work planning
• Deliver variance analysis and forward-looking insights compared to forecast/budget; articulate drivers, risks, and recommended actions in materials for senior finance and business stakeholders
• Partner with Technology, Product, Design and Data stakeholders to support book-of-work planning, funding decisions, and productivity/efficiency initiatives, translating plans into measurable financial impacts
• Identify and escalate financial and control risks; coordinate with appropriate partners to drive remediation and strengthen controls in line with platform requirements
• Deliver executive-ready ad hoc analysis and presentations on tight timelines when required, ensuring accuracy, clear storyline, and stakeholder alignment
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques

Required qualifications, capabilities, and skills

• Bachelor’s degree in Accounting, Finance or a related field
• 4+ years of work experience with a Finance, Business Management, Planning & Analysis, Accounting or Controller background
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills; strong time management and prioritization skills

Preferred qualifications, capabilities and skills

• Specific experience with tooling such as Essbase, Portfolio Intelligence, ThoughtSpot, LLM Suite, and Copilot

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.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.