Finance and Business Management - Product Experience & Tech - Associate

Job Description
Are you someone who has a talent for story-telling with financial data and is strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems and driving results in a fast-paced environment where collaboration and strategic thinking are the norm?
As an Associate in Finance and Business Management on the Product & Experience Technology (PXT) team, you will be responsible for a range of tasks including financial control, forecasting, budgeting, and examining financial and business metrics. Your duties will include generating regular management reports on a weekly, monthly, and quarterly basis, and providing data-driven insights and analysis to the Head of Technology & Product to enhance profitability and efficiencies. You will be expected to analyze, prepare, and reconcile accounting and technical data, and produce reports. Furthermore, you will strategize to streamline and reduce cycle times through automated applications and process improvement. Your role will also involve supporting the department and team members with special projects as needed and assisting in formulating recommendations to improve business procedures.
Job Responsibilities

• Maintain detailed financial files utilized for budget & outlook analysis
• Provide financial reporting, analytics, and strategic guidance to Business Management partners - including, but not limited to: headcount, labor and vendor expense, location strategy
• Report on and monitor key metrics, drive data quality initiatives across the product area, and help define future needs of the product area
• Develop and track performance metrics, create presentations, and generally provide financial analysis on a variety of topics to senior management
• Perform variance analysis to understand the key drivers of the results and present commentary to senior managers, explaining changes from prior forecasts/budgets
• Help design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamlining processes, introducing automation where possible

Required qualifications, capabilities and skills

• Bachelor's degree in Accounting, Finance or a subject of a technical nature
• 2+ years of relevant experience
• Advanced skills in Excel (including Essbase, lookups, and pivot tables), PowerPoint experience
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic, and diligent, and capable of challenging peers
• Strong verbal and written communication skills, with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments, often with little lead time or information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis Teams
• Highly motivated self-starter with excellent time management/prioritization skills and ability to thrive and think clearly under pressure and tight deadlines
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

Preferred qualifications, capabilities and skills

• Relevant experience in Financial Services, and/or accounting/controller background
• Experience in Essbase / Smartview
• Experience with SAP
• Experience with Excel macros, Alteryx, and other automation tools

For this role, candidates must be able to physically work in our Columbus, OH, office 5 days a week beginning 4/21/2025. We are unable to provide relocation assistance for this role at this time.
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.
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.