Finance & Business Management

Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization.

As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You’ll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.

• Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story
• Design management reporting packages to communicate business results transparently and concisely 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 data sets, assess KPI trends, and create impactful analysis to help develop strategy
• Partner with Finance & Business Management 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 systems
• Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources

• 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, with strong attention to detail and a focus on design excellence
• Demonstrated ability to engage different stakeholder groups and drive the agenda
• Excellent organization, project management, and communication skills, with a strong professional presence across all levels
• Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively
• Strong PowerPoint, Excel, Pivot Table, and Word skills

• Ability to articulate thoughtful rationale through storytelling with data
• Experience with activity-based costing or expense allocation processes
• Experience budgeting and forecasting headcount and direct expenses
• Experience supporting data, analytics, product, or technology organizations

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