PXT Finance Business Management Senior Associate

Job Description

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? Join the Product, Experience & Technology (PXT) CFO/COO Business Management team for a unique opportunity to provide strategic support with project management, executive reporting, communications, and business analysis. Each day will be unique – bring a positive attitude, entrepreneurial spirit, and get ready to roll up your sleeves.

As a Senior Associate in the PXT CFO and COO Business Management team, you will play a key role in setting the strategic agenda for the PXT Finance & Business Management (F&BM) leadership team. You will support communications efforts, including writing LinkedIn posts, crafting content for quarterly Townhalls and Leadership team onsites, and managing headcount and financials for both the CFO and COO functions. Your skills with being a self-starter, attentive to detail, creative thinker, and having excellent written communication skills will be essential as this role will focus on executive reporting. You will act as a trusted advisor and counterweight to Business/Group Heads, responsible for identifying, escalating, and mitigating business risks. Your role as a business manager is dynamic and can vary in line with the priorities of the PXT F&BM team.

Job responsibilities

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, executive reporting, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
• Create wireframes and mock-ups quickly and iteratively for management presentations, reports, dashboards, and communications content
• Support communications efforts, including writing LinkedIn posts and crafting content for quarterly Townhalls and Leadership team onsites
• Manage headcount and financials for both CFO and COO functions, focusing on accuracy and executive-level reporting
• Manage projects and deliver key work streams and tasks, supporting the strategic agenda for the PXT F&BM leadership team and communicate effectively with key business partners to understand projects and drive next steps
• Identify key business risks on the platform and drive resolution of mitigating controls
• Support audit, regulatory, and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• 4+ years of experience in Business Management or COO role
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization, and project management skills with attention to detail
• Ability to articulate and demonstrate thoughtful rationale in design decisions
• Self-motivated, tenacious, and able to work with high degree of independence
• Excellent written and oral communication skills, with a particular focus on executive communications
• Strong time management and prioritization skills
• Willingness to think creatively and proactively contribute ideas to improve business processes

Additional Information

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

About Us

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

About the Team

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.