Finance Portfolio Lead - Vice President

Job Description

Join Connected Commerce Product Experience & Technology (PxT) Finance to lead a small team responsible for portfolio expense management and investment prioritization. The PxT Finance organization partners with Technology, Product, and Finance stakeholders to manage portfolio economics, align investments to business outcomes, and provide transparent reporting on performance against operating plans. The team operates in a dynamic environment with stakeholders across geographies, requiring strong collaboration, crisp communication, and high ownership. This role partners closely with Consumer and Community Banking (CCB) Technology and Product leadership to drive disciplined forecasting, actionable reporting, and rigorous business cases that support strategic product delivery. You will help leadership optimize spend, improve productivity, and strengthen controls through process simplification and automation/AI where appropriate.

As a Vice President within the PXT Finance team, you will lead a small team supporting a critical portfolio. You will serve as the finance lead across portfolio expenses (direct and allocated), roadmap and book-of-work prioritization, ongoing budget, headcount and investment planning, while acting as a trusted advisor to Technology and Product leaders on investment decisions, productivity, and execution trade-offs. The role requires strong analytical judgment, comfort challenging assumptions, and the ability to translate complex financial drivers into executive-ready insights.

Job Responsibilities

• Lead portfolio expense management across direct and allocated costs, ensuring investment decisions align to strategic priorities, delivery capacity, and measurable business outcomes, including AI and efficiency initiatives.
• Own budgeting and forecasting cadences, proactively identifying risks, opportunities, and downstream impacts to the operating plan, and driving timely decisioning with stakeholders.
• Deliver reporting, variance analysis, and executive-ready narratives to senior leadership, highlighting changes in key business drivers and their implications for plan performance and delivery commitments.
• Build, maintain, and oversee financial models and business cases for technology and product initiatives, spanning both recurring and ad hoc analyses that support prioritization and funding decisions.
• Set the standard for strong financial governance by evaluating and enhancing controls, streamlining processes, and introducing automation and AI where appropriate to improve quality, cycle time, and scalability.
• Oversee end-to-end hiring and location strategy for the portfolio, including target setting, ongoing changes, approvals, and reporting, in close partnership with leadership and HR stakeholders.
• Develop and maintain allocated expense methodologies, mappings, and billing keys, ensuring transparency, consistency, and auditability in cost attribution.
• Lead and develop a high-performing team, building strong relationships across Finance, Technology, and Product, and ensuring timely, accurate delivery of recurring and ad hoc initiatives.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
• 7+ years of financial analysis/planning & analysis and/or product owner experience.
• Demonstrated ability to operate with strong judgment, a strong work ethic, and a fact-based, results-oriented approach, including the courage to ask tough questions and challenge the status quo.
• Proven ability to manage multiple deliverables in a dynamic environment with tight timelines, while maintaining strong attention to detail and control discipline.
• Strong stakeholder management and communication skills, including the ability to synthesize complex data into clear, concise insights for senior leadership.
• Advanced quantitative and analytical problem-solving skills, with the ability to design business reporting that is clear, consistent, and decision-useful.
• Strong technical skills with advanced Microsoft Office proficiency, including Excel and PitchPro and AI tools (Copilot, LLM, etc.).

Preferred qualifications, capabilities, and skills

• Experience supporting portfolios in a technology and product environment or a line or business.
• Experience with business applications such as Essbase, Copilot, Other AI tools.

Additional Information

Candidates must be able to physically work in our offices full-time (5 days). Applicants must be authorized to work for any employer in the U.S.; we are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). Final job grade level and corporate title will be determined at time of offer and may differ from this posting . This role does not provide relocation assistance; candidates must be local to listed work locations or willing to relocate on their own immediately upon hiring.

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.