Job Description

As a Senior Associate within the Workforce Center of Excellence, you will support transformation of workforce planning and analytics capabilities by partnering with business stakeholders and agile delivery teams. You will help enhance and maintain capacity planning solutions supporting Home Lending and Operations teams, translating needs into well-defined Jira epics/stories and supporting delivery across data, application, and reporting layers.

You will contribute to the transformation and modernization of our forecasting environment by understanding the existing landscape, diving into the pain points and delivering target state solutions. You will have proven success in prior finance and technology roles working closely with planning & analysis teams, with a special focus on Product, and need to have experience in developing and delivering new tools and solutions using cloud-based technologies (i.e., AWS, Databricks, etc.). You will have a keen understanding of the forecasting process, the various budgetary and regulatory cycles, and aim to improve forecast accuracy and efficiency. You will understand the need of Finance and through your ability and passion to think beyond existing data and processes, you will use both existing and cutting edge forecasting solutions to empower the team to create timely and accurate forecasts.

Job responsibilities

• Partner with business stakeholders to elicit requirements, clarify priorities, and translate needs into a product backlog (epics, features, user stories, acceptance criteria) in Jira.
• Support agile ceremonies (refinement, sprint planning, demos, retros) and work day-to-day with scrum teams to drive execution and remove blockers.
• Contribute to solution design by collaborating with technology leads and engineers; produce lightweight design/requirements artifacts to support implementation.
• Coordinate with upstream/downstream application and data teams to ensure end-to-end solution alignment, data quality, and operational readiness.
• Help deliver automation that reduces manual operational overhead in workforce capacity planning workflows and related reporting.
• Support onboarding and integration of capacity planning models into web-based tools, partnering with Mortgage servicing & production teams.
• Build and validate SQL-based reporting/prototypes to enable productivity and performance analysis, and assist with troubleshooting data issues.

Required qualifications, capabilities, and skills

• Experience working in a product delivery environment, including writing and managing Jira stories/epics, defining acceptance criteria, and supporting agile/scrum execution.
• Strong analytical and problem-solving skills with ability to trace issues to root cause across data, application, and process layers.
• Working knowledge of relational databases and data concepts; ability to collaborate effectively with full stack developers.
• Hands-on SQL skills; understanding with stored procedures (e.g., PL/SQL or similar) and debugging/query optimization fundamentals.
• Understanding of modern UI concepts and ability to partner with frontend engineers; exposure to ReactJS or similar frameworks.
• Understanding of modern data platforms and tooling, including Databricks and general data/analytics ecosystems.
• Strong communication, organization, and stakeholder management skills; client-service mindset and ability to deliver within tight timelines.

Preferred qualifications, capabilities, and skills

• Experience supporting workforce planning, capacity planning, forecasting, or operational analytics use cases.
• Familiarity with dimensional modeling concepts and analytic dataset design for reporting.
• Exposure to reporting/analytics tools (e.g., Tableau) and automation using AI.
• Knowledge of consumptions patterns supported via Databricks.

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