Finance & Business Management

Join Consumer & Community Banking Data & Analytics, where we create customer- and employee-obsessed experiences powered by high-quality data and best-in-class advanced analytics. You'll join a global finance team that manages financials and optimizes business performance-measuring results, delivering value-added analysis, and presenting recommendations to senior leaders across the organization.

As a Finance & Business Management Associate in Consumer & Community Banking Data & Analytics, you will support budgeting, forecasting, reporting, and analysis while helping manage resources and vendor financials. You'll distill complex business problems into clear narratives and executive-ready presentations, act as a connective hub across Product, Engineering, and Design, and identify opportunities to automate and streamline reporting. Your work will improve visibility into spend, headcount, and portfolio execution-helping leaders make faster, better-informed decisions.

Job Responsibilities

• Support financial budgeting, reporting, forecasting, and analysis for CCB D&A, including expenses, allocations/chargebacks, and outlook updates
• Analyze variances, trends, risks, opportunities, and performance against budget, forecast, and targets, identifying key drivers and sensitivities
• Distill complex business problems into clear narratives and executive-ready presentations, with a strong focus on data visualization and storytelling
• Synthesize financial and operational data into logical frameworks to support business cases and performance reporting
• Coordinate vendor financial management activities (forecasting, invoicing support, renewals calendar, contract/PO coordination) with Sourcing and Vendor Management
• Maintain financial hygiene across recurring processes (e.g., accrual coordination, cost center hygiene)
• Build business cases for relevant AI use cases and prioritized initiatives, showing both financial and non-financial value across the portfolio
• Track headcount, hiring plans, and position management; coordinate workforce and capacity planning with HR and business managers
• Act as a connective hub across Product, Engineering, Design, and partner teams to ensure alignment on financial priorities and deadlines
• Identify opportunities to streamline and automate reporting and business management workflows, reducing manual effort and improving data quality
• Support adoption of tooling and best practices across the organization (e.g., Copilot, LLM Suite, AI trainings/agents), and manage multiple projects independently

Required Qualifications, Capabilities, and Skills

• Bachelor's degree
• 1+ years of financial services experience
• Exceptional proficiency in Microsoft PowerPoint and Excel, with familiarity with reporting tools (e.g., Tableau, ThoughtSpot)
• Strong analytical and problem-solving skills, with the ability to analyze data, work independently, and find cost-effective solutions
• Excellent communication and interpersonal skills, with comfort interacting with senior business and corporate leaders
• Sound judgment and independent decision-making, with composure in a fast-paced environment
• Strong organizational skills, with the ability to manage numerous deliverables and adapt to changing priorities

Preferred Qualifications, Capabilities, and Skills

• Experience in Business Management, FP&A, or Data-focused roles
• Experience supporting Technology and/or Product organizations, ideally in Data, Analytics, Platforms, or Engineering environments
• Working familiarity with technology financials and vendor management concepts (e.g., run vs. change, consumption-based vendors, GPU/token usage)
• Understanding of data and analytics concepts (data platforms/publishing, data governance/management, analytics products, AI/ML delivery)
• Experience with dashboard reporting or other visual representation of KPIs
• Intellectual curiosity and a desire to learn new functions and processes across a diverse department

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