Finance & Business Management

Job Description

Join the Consumer and Community Banking Data & Analytics (D&A) Finance team, a global group that helps leaders optimize performance through disciplined financial management, strong controls, and value-added analysis. You’ll work across Product and Technology, partnering with stakeholders to improve transparency into results, risks, and opportunities—and to deliver insights leaders can act on.

As a Finance & Business Management Analyst in Consumer and Community Banking Data & Analytics Product & Technology, you will support budgeting, forecasting, reporting, and analysis across the organization. You’ll own key components of the Product & Technology Profit & Loss (P&L), analyze performance versus plan, and translate complex data into clear narratives and executive-ready presentations. You will manage multiple priorities independently while collaborating closely with partners across the Data & Analytics portfolio and firmwide finance teams.

Job Responsibilities

• Oversee budgeting, forecasting, reporting, and financial analysis for CCB D&A Product & Technology functions
• Analyze variances versus budget, forecast, and targets, identifying trends, risks, opportunities, and key business drivers
• Own components of the Product & Technology P&L, including multi-year budget and actuals reporting
• Develop executive-ready narratives and presentations with a focus on data visualization and storytelling
• Translate financial and operational data into structured frameworks to support business cases and performance reporting
• Enhance management reporting and improve the financial reporting and business analysis framework
• Support ad hoc financial analyses for key functional areas and identify efficiency opportunities
• Partner with stakeholders across the D&A portfolio and firmwide finance teams to align assumptions and deliverables
• Manage multiple projects concurrently, prioritizing effectively and adapting to changing business needs

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree (or equivalent relevant experience)
• 2+ years of financial services experience
• Proficiency in Excel and PowerPoint, with experience building executive-ready materials
• Strong analytical and problem-solving skills, including ability to synthesize complex data into actionable insights
• Ability to work independently, exercise sound judgment, and manage multiple deliverables under deadlines
• Strong communication and interpersonal skills, including comfort engaging with senior leaders
• Strong organizational skills and ability to operate effectively in a fast-paced environment

Preferred Qualifications, Capabilities, and Skills

• Experience in planning & analysis (P&A) and/or Data & Analytics (D&A) organizations
• Experience with Essbase (or similar financial planning/reporting tools)
• Experience with dashboard reporting and KPI visualization (e.g., building management dashboards)
• Demonstrated ability to influence across teams and build consensus in a matrixed environment
• Intellectual curiosity and willingness to learn new processes and functions quickly

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.