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About the Role

This role supports the Consumer Bank Affluent organization, driving business performance through data-driven insights, strategic financial reporting, and decision support. You will partner closely with business leaders and finance stakeholders to support planning, performance management, and key business initiatives, influencing strategy and contributing to the growth of an important client segment.

Responsibilities

• Coordinate cross-finance planning and delivery, integrating dependencies, risks, and sequencing into a unified plan.
• Analyze financial and business performance and identify risks and opportunities for improvement.
• Develop financial and business reporting that provides actionable insights to senior leadership.
• Create financial business cases supporting business initiatives and strategic priorities.
• Own core leadership routines for the channel, including performance readouts and outlook updates, ensuring alignment across stakeholders.
• Drive benefit tracking for approved initiatives, including actual versus expected results, key learnings, and next actions.
• Identify opportunities to streamline recurring reporting and enhance process and control discipline through automation and standardization.
• Partner with business leaders and finance stakeholders to support performance management and decision-making.
• Prepare executive-ready presentations and reporting for senior leadership.
• Support ad hoc financial analysis and reporting requests across the business.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent experience.
• 6 years of experience in financial services, financial analysis, business management, or a related field.
• Strong stakeholder management skills with the ability to influence, align, and drive decisions across senior partners.
• Strong verbal and written communication skills with the ability to articulate complex issues clearly.
• Strong analytical and problem-solving skills with the ability to analyze large datasets and present conclusions concisely.
• Experience developing financial reporting, business analysis, and executive-level presentations.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to manage multiple priorities and work independently.
• Strong time management and prioritization skills.
• Authorized to work in the United States.
• No employment-based immigration sponsorship offered.
• No assistance or documentation support for other forms of immigration sponsorship or benefit (OPT, CPT) will be provided.

Skills

• Financial services
• Financial analysis
• Business management
• Stakeholder management
• Verbal communication
• Written communication
• Analytical skills
• Problem-solving skills
• Microsoft Excel
• Microsoft PowerPoint
• Time management
• Prioritization skills

Location

• United States

Work Type

• Full-time

Experience Level

• 6 years of experience

Education Level

• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent experience

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

About the Company

• 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.
• 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.
• We’re 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.
• Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk.
• By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

Equal Opportunity

• 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.
• Equal Opportunity Employer/Disability/Veterans