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About the Role

Join the Finance & Business Management team supporting the Consumer Bank Affluent organization, where you will help drive growth through data-driven insights, strategic financial analysis, and business performance management. You will partner closely with Product, General Manager, and Finance leaders to evaluate new opportunities, support strategic initiatives, and measure business outcomes. This is a highly visible opportunity to influence decision-making and help shape the future of the Consumer Bank Affluent business.

Responsibilities

Create financial business cases for new ideas and product initiatives, including sizing, return on investment and payback analysis, scenario and sensitivity analysis, and evaluation of key risks and assumptions
Own forecasting of the profit and loss impact of proposed and executed initiatives, partnering with stakeholders to develop and manage budgets, forecasts, and outlooks
Evaluate business performance and key drivers, including developing measurement frameworks where needed to assess outcomes
Identify risks and opportunities and recommend actions to improve business results
Support prioritization and roadmap decisions by synthesizing options, trade-offs, and recommendations into decision-ready materials for senior leadership
Align stakeholders on assumptions, definitions, and reporting standards to promote a consistent source of business performance information
Support post-launch benefit realization reviews and evaluate performance against expected outcomes
Partner with Product, Analytics, Marketing, Servicing, and Finance teams to support strategic decision-making and performance management
Develop executive-ready presentations, reporting, and financial analyses for senior leadership
Support strategic initiatives through financial planning, forecasting, and business performance analysis

Requirements

Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field, or equivalent experience
6 years of experience in financial services, financial analysis, business management, strategy, consulting, product finance, 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
Advanced proficiency in Microsoft Excel and PowerPoint
Authorized to work in the United States. No employment-based immigration sponsorship offered.
No assistance or documentation support for any other form of immigration sponsorship or benefit, including OPT or CPT.

Skills

Financial analysis
Business management
Strategy
Consulting
Product finance
Stakeholder management
Verbal communication
Written communication
Analytical skills
Problem-solving skills
Microsoft Excel
Microsoft PowerPoint

Location

United States

Work Type

Full-time

Experience Level

6 years of experience

Education Level

Bachelor’s degree

Benefits

Competitive total rewards package
Base salary determined based on the role, experience, skill set and location
Commission-based pay and/or discretionary incentive compensation (potential)
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 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