Job Description

Job Description

Join a team that partners closely with Consumer & Community Banking (CCB) Operations leaders to turn financial data into clear insights and better decisions. You’ll work with stakeholders across finance and operations, helping shape plans, explain results, and identify opportunities to improve how we run the business.

As a Finance & Business Management (F&BM) Associate in CCB Operations, you will partner with business and finance leaders to manage forecasting, planning, reporting, and analysis across key metrics such as expenses, volumes, and unit costs. You’ll help deliver timely, high-quality insights that inform decisions, improve transparency, and support operational discipline. You’ll work in a collaborative environment with exposure to senior stakeholders and opportunities to drive continuous improvement.

Job Responsibilities

• Partner with CCB Operations and Finance stakeholders to identify risks, opportunities, and key performance drivers
• Manage the monthly forecasting process, including assumptions, inputs, and variance analysis
• Support annual budget and mid-year reforecast processes, coordinating timelines and deliverables
• Prepare and consolidate month-end results and deliver clear explanations of variances versus plan/forecast
• Develop management reporting and dashboards to track expenses, volumes, and unit costs
• Review expense activity to ensure appropriate governance, transparency, and adherence to financial discipline
• Perform financial and strategic analyses to support decisions and business initiatives
• Create concise, executive-ready presentations and materials for senior management
• Maintain a calendar of deliverables to ensure accurate, on-time reporting and smooth stakeholder engagement
• Contribute to continuous improvement and expense efficiency initiatives across the organization

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree (or equivalent relevant experience)
• Experience in financial planning, forecasting, reporting, and variance analysis
• Strong financial and analytical skills, including comfort working with large data sets
• Ability to communicate clearly in writing and verbally with business and finance stakeholders
• Ability to manage multiple priorities and deadlines with attention to detail
• Proficiency with spreadsheet and presentation tools (e.g., Excel and PowerPoint)
• Strong problem-solving skills and ability to challenge assumptions using data

Preferred Qualifications, Capabilities, and Skills

• Experience supporting an operations organization or expense management activities
• Experience in retail financial services or banking
• Experience building or enhancing dashboards and automated reporting (e.g., visualization/workflow tools)
• Familiarity with enterprise financial planning and reporting systems
• Experience preparing materials for senior leadership and executive forums
• Comfort working in a fast-paced environment with changing priorities
• Continuous improvement mindset (process simplification, automation, and standardization)

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.

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