Finance & Business Management Associate

Join the Consumer Banking Finance & Business Management team and help provide insights that support business performance across the Retail Financial Services network. You will partner with business and finance leaders to analyze results, develop reporting, and support strategic priorities. This role offers the opportunity to build deep business knowledge while contributing to divisional and national initiatives.

As a Finance & Business Management Associate in the Consumer Banking Finance & Business Management team, you will provide finance and business management support to divisional and regional business managers. You will analyze business performance and provide insights into areas such as deposit and investment balance growth, customer experience, client outreach, and field staff performance. You will prepare business reviews, conduct financial and strategic analysis, and support initiatives that help business leaders understand and optimize results.

Job Responsibilities

• Support divisional and regional business managers through reporting, analysis, and deep dives into results to identify opportunities to optimize performance
• Prepare divisional and regional business review packages
• Develop periodic and ad hoc analysis to support financial and strategic objectives
• Build knowledge of key focus areas and provide subject matter expertise to the team
• Support ad hoc special projects and business requests
• Contribute to divisional and national initiatives, including owning and driving select projects

Required qualifications, capabilities, and skills

• Bachelor's degree in Accounting, Finance, or a related discipline
• 2 years of experience in financial services or a related field
• Knowledge of financial principles with the ability to connect business activities to financial results
• Strong verbal and written communication skills
• Strong analytical and organizational skills with the ability to manage multiple and changing deliverables
• Ability to collaborate and build relationships across the organization
• Strong follow-through and ability to execute against priorities
• Proficiency in Microsoft Office and financial applications
• Strong attention to detail and ability to deliver solutions
• Ability to travel as required

Preferred qualifications, capabilities, and skills

• Experience with Tableau or QlikView
• Knowledge of branch banking
• Knowledge of retail banking financial systems

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