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About the Role

Lead a small team responsible for portfolio expense management and investment prioritization within the Connected Commerce Product Experience & Technology (PxT) Finance organization. Partner with Technology, Product, and Finance stakeholders to manage portfolio economics, align investments to business outcomes, and provide transparent reporting. This role requires strong collaboration, crisp communication, and high ownership in a dynamic, global environment.

Responsibilities

Lead portfolio expense management across direct and allocated costs, ensuring investment decisions align to strategic priorities, delivery capacity, and measurable business outcomes, including AI and efficiency initiatives.
Own budgeting and forecasting cadences, proactively identifying risks, opportunities, and downstream impacts to the operating plan, and driving timely decisioning with stakeholders.
Deliver reporting, variance analysis, and executive-ready narratives to senior leadership, highlighting changes in key business drivers and their implications for plan performance and delivery commitments.
Build, maintain, and oversee financial models and business cases for technology and product initiatives, spanning both recurring and ad hoc analyses that support prioritization and funding decisions.
Set the standard for strong financial governance by evaluating and enhancing controls, streamlining processes, and introducing automation and AI where appropriate to improve quality, cycle time, and scalability.
Oversee end-to-end hiring and location strategy for the portfolio, including target setting, ongoing changes, approvals, and reporting, in close partnership with leadership and HR stakeholders.
Develop and maintain allocated expense methodologies, mappings, and billing keys, ensuring transparency, consistency, and auditability in cost attribution.
Lead and develop a high-performing team, building strong relationships across Finance, Technology, and Product, and ensuring timely, accurate delivery of recurring and ad hoc initiatives.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.
7+ years of financial analysis/planning & analysis and/or product owner experience.
Demonstrated ability to operate with strong judgment, a strong work ethic, and a fact-based, results-oriented approach, including the courage to ask tough questions and challenge the status quo.
Proven ability to manage multiple deliverables in a dynamic environment with tight timelines, while maintaining strong attention to detail and control discipline.
Strong stakeholder management and communication skills, including the ability to synthesize complex data into clear, concise insights for senior leadership.
Advanced quantitative and analytical problem-solving skills, with the ability to design business reporting that is clear, consistent, and decision-useful.
Strong technical skills with advanced Microsoft Office proficiency, including Excel and PitchPro and AI tools (Copilot, LLM, etc.).
Experience supporting portfolios in a technology and product environment or a line or business.
Experience with business applications such as Essbase, Copilot, Other AI tools.

Skills

Financial analysis
Planning & analysis
Product owner
Judgment
Work ethic
Results-oriented approach
Challenging the status quo
Managing multiple deliverables
Attention to detail
Control discipline
Stakeholder management
Communication
Data synthesis
Quantitative analysis
Analytical problem-solving
Business reporting
Microsoft Office proficiency
Excel
PitchPro
AI tools (Copilot, LLM, etc.)
Essbase
Collaboration
Crisp communication
High ownership

Location

U.S.

Work Type

Full-time
Onsite

Experience Level

Vice President
7+ years

Education Level

Bachelor’s degree

Salary/Compensations

Base salary determined based on the role, experience, skill set and location.
Additional details about total compensation and benefits will be provided during the hiring process.

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.
Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans