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.
Consumer and Business Banking Technology Finance & Business Management supports the CBC Technology leadership team, leading the following objectives: Financial Tracking and Reporting, Requisition Management, Vendor Management, Resource Forecasting, Cost Saves Initiatives, Department Budgeting, Reporting, and Ad Hoc Requests.
The department is in need of a Finance and Business Management Lead. This position is responsible for working across the team developing and generating reports and presentations, tracking operations initiatives, and working with support partners of the organization (Accounting, finance, quality assurance, project management, Vendor Management, etc.) to improve and drive business decisions. This position will be key in driving cost saves and ensuring adequate controls and efficiencies exist with vendor partners.
Key responsibilities include:
Develop long-term budgets & forecasts and track financial performance
Support all financial processes and reporting including actuals, budget, forecast of various financial and headcount metrics and scenarios/views including general ledger, program/project, taxonomy, product, application, allocations and business case financials
Define and maintain key metrics and performance indicators measuring efficiency, including workforce, vendor and infrastructure strategy
Prepare analysis and presentation materials for key senior management forums
Define and track the 'total cost of ownership', allowing robust discussion of expense levers to improve technology cost structure
Collaborate closely with business, technology, and finance partners across JPMC
Evaluate and implement forecast and process improvements
Own competitive analysis across key peers and industry leaders
Facilitate CTO-level, proactive monitoring of headcount, budget, financials to highlight variances and reforecast plans to stay on target
Partner with business finance teams for book of work and ad hoc analysis and requests
Foster productive teamwork, establishing open and trusting relationships, creating a climate where people are committed to sharing information
Qualifications
Bachelor's Degree in Accounting, Finance, Economics, or related field
5+ years professional experience in financial planning, financial analysis.
Previous experience in a finance / planning role in banking, technology or financial services strongly preferred
Strong work ethic, proactive and results-orientated, fact based approach
Excellent quantitative and analytic problem solving skills; superior analytical and financial modeling skills
Excellent oral and written communication skills; ability to synthesize large amounts of data, summarize key concepts and articulate relevant issues to senior management
Strong technical skills Advanced Microsoft Office skills (Excel, PitchPro); proven track record of partnering with other subject matter experts to deliver holistic insights
Self-starter who is driven to excel in all aspects of their role, Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
Strong interpersonal skills with the ability to build relationships across all levels and influence key stakeholders
Exposure to IT development/software development lifecycle a plus
Must be able to design business reporting and analysis that is clear, concise and actionable
Demonstrated history of independently and proactively driving initiatives forward
Experience with Business applications (Tableau)
Strong attention to detail and accuracy - proven ability to produce quality results timely
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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
