Data & Analytics Finance & Business Manager, Senior Associate

Job Title

Associate, Finance and Business Management

Job Description

Are you someone who has a proclivity for story-telling with financial data and is strategic, analytical and energetic? Do you enjoy building relationships, working with data, solving problems and driving results in a fast-paced environment where collaboration & strategic thinking are the norm? Join the Data & Analytics Finance & Business Management team for an exciting role to support the growth and success of the Product & Experience organization.

As an Associate within the Finance and Business Management team, you will serve as a trusted advisor to the Consumer and Community Banking Data & Analytics executives, responsible for identifying, escalating, and mitigating business and financial risks. You will support senior leaders and key partners across Product & Experience Finance and Business Management teams to facilitate effective end-to-end execution. Your role as an Associate on the team offers a high-impact opportunity to ensure senior management across Product & Experience have visibility into major initiatives, business metrics, financials, and data insights to achieve their strategic objectives.

Job Responsibilities

• Partner with Finance & Business Management to prepare executive presentations package and present projections and performance trends by bringing financials and data together to tell a cohesive story
• Design management reporting packages to communicate business results in a transparent and concise manner to all constituents
• Coordinate deliverables with business managers, finance, delivery managers and other Finance & Business Management teams
• Create executive level presentations using PowerPoint PitchPro+ to present analysis
• Analyze large amounts of data, assess KPI trends, and create impactful analysis to assist in developing strategy
• Partner with Finance & Business Management team to budget and forecast headcount and direct expenses
• Participate in the activity based costing process used to allocate expenses across lines of business and downstream client profitability system
• Interact, collaborate, and partner with peer team members across business and staff areas at all levels and achieve goals without direct control over all resources

Required Qualifications, Capabilities and Skills

• Bachelor's degree in Business, Finance, Economics, or other related area
• 5+ years of work experience in Financial Services with a Financial Analysis, Business Management, and/or Accounting/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 organization, project management and communication skills to communicate with all levels with a strong professional presence
• Ability to articulate and demonstrate thoughtful rationale by story
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills
• Strong time management and prioritization skills
• Strong PowerPoint, Excel, Pivot Table and Word skills

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.