Job Description

Consumer and Community Banking Finance & Business Management
Organization Description

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. Were 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.

Consumer and Business Banking Technology Finance & Business Management supports the CBC Technology leadership team, leading the following objectives: Financial Tracking and Reporting, Requisition Management, Vendor Management, Resource Forecasting, Cost Saves Initiatives, Department Budgeting, Reporting, and Ad Hoc Requests.

The department is in need of a Finance and Business Management Associate. This position is responsible for working across the team developing and generating reports and presentations, tracking operations initiatives, and working with support partners of the organization (Accounting, finance, quality assurance, project management, Vendor Management, etc.) to improve and drive business decisions. This position will be key in driving cost saves and ensuring adequate controls and efficiencies exist with vendor partners. This role will face off with IT and Product leaders.

Key Responsibilities Include:

Develop collaborative working relationship across IT and Product Leadership, Finance, CCB Shared Services and HR teams while providing business value and transparency

Preparation, consolidation, review and detailed analysis of key financial activities to support Product and IT Leads including but not limited to: Headcount management, expense forecast, annual budgets, labor metrics, scenario analysis, management reporting, approval processes, allocations, Risk and Opportunity tracking, hierarchy maintenance, monthly accruals; workforce reporting and other ad-hoc projects as necessary.

Partner with CB Shared F&BM peers to drive consistent business management practices, development of best practices to set logical key performance measures and reporting driving toward continuous improvement in accuracy and control.

Support resource planning working with F&BM leads to establish best practices and support the strategic agenda for recruiting and workforce management

Create and deliver clear concise messaging to management related to financials, headcount, expense management, forecasts and budgeting.

Assist in the development of Product Reporting and Product P/L; tracking of Risks and opportunities across the space

Support the monthly & quarterly product review process as well as deliver monthly financial updates to supported teams.

Facilitate CTO-Level & product level discussions for proactive monitoring of headcount, budget, financials to highlight variances and reforecast plans to stay on target

Experience

3-5+ years of experience with an emphasis on business/ Data analysis

Strong analytic problem- solving skills with analytical and financial modeling experience

Financial services industry experience preferred

Managerial or Project Management experience a plus

Bachelors or Masters Degree in Business Management/ Finance/ Economics/ Analytics

Strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders

Self-motivated, innovative thinker with the ability to derive, formulate and develop new concepts, processes and value added activities

Process-oriented with strong organization, problem solving, time management and analytical skills

Must be able to design business reporting and analysis that is clear, concise and actionable

Ability to work effectively with other lines of business, finance teams and technology partners

Demonstrated history of independently and proactively driving initiatives forward

High Proficiency in Microsoft Excel and PowerPoint

Exposure to Agile methodologies and SDLC a plus