Finance Data and Insights - Product Manager

Job Description

Job Description

The Finance Data & Insights Team is an agile product team responsible for developing, supporting, and transforming financial data and reporting capabilities across Consumer and Community Banking. Our goal is to improve productivity, strengthen controls, and increase business value by using modern data, analytics, automation, and emerging AI-enabled capabilities.

As a Product Manager (Vice President) within the Consumer and Community Banking Finance Data & Insights organization supporting Controllers, Treasury, and cross–line-of-business products, you will build and manage a portfolio of finance automation initiatives. You will partner closely with Controllers, Treasury Analytics, and Technology teams to identify high-value opportunities, define product priorities, and promote delivery from discovery through adoption. This role requires strong product management fundamentals, deep knowledge of finance processes, and the ability to communicate clearly with senior finance leaders. You will translate complex business challenges into practical product opportunities, articulate the “art of the possible,” and ensure solutions are grounded in user needs, measurable value, control requirements, and realistic delivery plans. You will also work closely with technology partners to leverage automation, analytics, and AI-enabled capabilities that advance the firm’s finance transformation agenda.

This role requires strong product management fundamentals, finance process knowledge, and the ability to communicate clearly with senior finance leaders. The ideal candidate can translate business challenges into practical product opportunities, explain the “art of the possible,” and ensure solutions are grounded in user needs, measurable value, control expectations, and realistic delivery plans. This role should be comfortable working with technology partners and understanding how automation, analytics, and AI-enabled capabilities can support finance transformation.

Job Responsibilities

• Own and continuously refine the product roadmap, providing clear visibility into milestone timing, dependencies, and delivery progress

• Partner with senior Finance, Controller, Treasury, Product, Technology, Design, and Data stakeholders to align on business priorities and execution plans

• Lead product discovery and requirements definition by partnering with stakeholders to understand business processes, user needs, pain points, control requirements, and data dependencies, translating insights into prioritized product plans and delivery-ready requirements

• Prioritize the roadmap and backlog based on business value, feasibility, risk, stakeholder impact, control considerations, and strategic alignment

• Communicate the “art of the possible” to senior finance management, helping stakeholders understand how automation and AI-enabled capabilities can improve productivity, insight generation, controls, and user experience

• Partner with technology and analytics teams to drive delivery execution, manage risks and dependencies, and provide stakeholders with clear visibility into progress and outcomes

• Drive adoption and benefits realization by partnering with users and leaders to embed capabilities into business processes and measure outcomes

   

Required Qualifications, Capabilities, and Skills

• Minimum 5+ years of experience in product management, finance transformation, financial reporting, business analysis, data and analytics, or related roles

• Demonstrated experience owning product roadmaps, prioritization, and backlog management

• Experience partnering with Finance, Controllers, Treasury, and cross-functional teams to understand business processes, align stakeholders, document requirements, and deliver data, analytics, or automation solutions

• Demonstrated ability to translate complex business problems into clear product requirements, user stories, process flows, and implementation priorities that drive measurable business outcomes

• Experience delivering products in an agile environment and working across business and technology teams to drive iterative solution delivery

• Ability to develop business cases and success measures, including productivity benefits, control improvements, cycle-time reduction, scalability, adoption, and reduced manual effort

• Strong analytical, problem-solving, and organizational skills, with the ability to manage multiple priorities in a matrixed environment

Preferred Qualifications, Capabilities, and Skills

• Prior experience in product support, product ownership, or business management roles supporting finance or controller processes

• Practical understanding of AI, LLMs, automation, or advanced analytics concepts, with the ability to identify where these capabilities can improve business processes and user productivity
• Experience with financial data platforms, reporting tools, or modern data environments such as Databricks, Snowflake, data warehouses, or similar platforms

• Familiarity with enterprise AI and productivity tools such as Copilot, LLM Suite, Genie, Spotter, or similar capabilities

• Understanding of data governance, data quality, lineage, access management, and control expectations in a financial services environment

• Ability to influence without direct authority and drive outcomes across senior stakeholder groups and matrixed teams

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.