Job Description

[Intro Marketing Language – max of 3 sentences]

Are you someone who has a knack for story-telling with financial data and is strategic, analytical and energetic? Do you enjoy building relationships, working with data, solving problems and driving results in a fast-paced environment where collaboration & strategic thinking are the norm?

[Job Summary – max of 4 sentences]

Join the Product, Experience, and Technology ( PXT) Finance & Business Management team for an exciting opportunity to optimize business performance by helping to drive key initiatives. As a Vice President (603) supporting Design & Customer Experience (DCE), you will act as a trusted advisor and counterweight to senior leaders and stakeholders and will be responsible for identifying, escalating, and mitigating business and financial risks to planned spend.

You will provide financial and strategic analysis, oversight and coordination of budgeting and forecasting, financial control, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g., dashboards), and advise line of business Chief Financial Officers on opportunities to increase profitability and efficiencies, alongside other ad hoc projects as needed.

Job Responsibilities [Max of 11 bullets allowed. Each bullet should begin with a verb]

• Coordinate financial budgeting & forecasting and produce reporting and analysis related to the Design and Customer Experience operating expenses and headcount

• Serve as a liaison between finance organizations (lines of business, functional Chief Financial Officers, and other) support teams in order to provide impactful reporting, planning and insightful analyses
• Produce presentations, analysis and supporting materials for key internal clients including senior management
• Create, maintain and review financial models and analyses (both recurring and ad-hoc)
• Ensure accuracy and timeliness of all financial reporting, system updates and presentations
• Provide updates on progress vs. key metrics
• Conduct "deep dive" analyses on key issues to determine root cause and propose solutions
• Collaborate with business partners to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
• Enhance controls and streamline processes, introducing automation where possible
• Build and maintain strong relationships with key business stakeholders
• Participate and support ad-hoc special projects and requests as needed

Required qualifications, capabilities, and skills [Max of 11 bullets allowed. Avoid words such as “preferred”, “preference”, “nice to have” or “a plus” in this section]

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 7+ years of work experience in Finance, Business Management or Chief of Staff roles
• Advanced skills in Excel and PowerPoint
• Highly motivated self-starter with excellent time management/prioritization skills
• Ability to present well to and influence senior leaders and global business heads
• Able to forge strong internal relationships across a broad range of functions
• Self-motivated, tenacious and able to work with high degree of independence
• Strong written and verbal communication skills with the ability to articulate complex issues clearly
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills and attention to detail with logical thought process

Preferred qualifications, capabilities, and skills [Max of 7 bullets allowed]

• CFA, CPA, MBA

• Experience in the financial services industry

• Alteryx and Tableau experience

• Fluent in AI with an automation-first mindset

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