Finance & Business Management Associate

Job Description

Join a team where your analysis powers high‑stakes decisions across our Consumer and Community Banking business. You will shape priorities by translating financial and operational data into clear, executive‑ready stories. You will partner closely with product, engineering, and data teams to improve visibility, reduce surprises, and strengthen accountability. If you enjoy working at pace, simplifying complexity, and driving smarter decisions, this role is for you.

As a Finance and Business Management Associate in the Consumer and Community Banking Data Technology and Product Finance team, you will help manage financial performance and optimize business outcomes across a global portfolio. You will support budgeting, forecasting, reporting, and value‑added analysis, translating results into crisp narratives for senior leaders. You will connect stakeholders across product, engineering, and platform teams to align on financial priorities, timelines, and business decisions. You will also identify opportunities to streamline workflows and improve data quality through standard templates and automation.

Job responsibilities 

• Support budgeting, forecasting, reporting, and outlook updates for technology and product expenses, including allocations/chargebacks where applicable
• Analyze variances, trends, risks, opportunities, and performance versus budget/forecast/targets; identify key drivers and sensitivities
• Create executive-ready materials that translate complex topics into clear narratives with strong visualization and storytelling
• Synthesize financial and operational data into structured frameworks to support business cases and performance reporting
• Coordinate vendor financial management activities (forecasting, invoicing support, renewals calendar, and contract or purchase order coordination where applicable) with sourcing and vendor partners
• Maintain strong financial hygiene across recurring processes (including accrual coordination and cost center hygiene where applicable)
• Evaluate business-case opportunities, including priority initiatives and responsible use of artificial intelligence, to articulate financial and non-financial value
• Deliver ad hoc analysis for key functional areas and identify efficiency opportunities
• Track headcount, hiring plans, and position management; partner with human resources and business managers on workforce planning and adjustments
• Produce capacity and resource views aligned to product and platform priorities; support role/backfill coordination to maintain plan integrity
• Improve reporting and business management workflows through automation, tooling adoption, and standardized templates to reduce manual effort and strengthen data quality

Required qualifications, capabilities and skills 

• Bachelor’s degree
• Five years of experience in financial services in a finance, business management, or financial planning and analysis role
• Experience with budgeting, forecasting, and management reporting for a complex organization
• Advanced proficiency in Microsoft Excel and Microsoft PowerPoint
• Ability to translate analysis into executive-ready narratives and clear data visualizations
• Strong analytical, problem-solving, and judgment skills; able to work independently with appropriate escalation
• Strong stakeholder management skills and comfort partnering with senior leaders
• Ability to manage multiple deliverables with competing deadlines in a fast-paced environment
• Strong organizational skills and attention to detail across recurring processes (e.g., accruals, cost center hygiene)
• Experience coordinating with cross-functional partners to drive alignment on priorities and timelines

Preferred qualifications, capabilities and skills 

• Experience supporting technology and/or product organizations (especially data, analytics, platforms, or engineering environments)
• Familiarity with vendor management and technology financial concepts (e.g., run vs. change, consumption-based vendor models)
• Understanding of data and analytics concepts (data platforms, data governance/management, analytics products, machine learning delivery)
• Experience with dashboarding and reporting tools (e.g., Tableau or similar) and presenting key performance indicators visually
• Experience building business cases that incorporate both financial and non-financial measures of value
• Demonstrated ability to drive process improvement and automation in reporting workflows

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.