Finance & Business Management

We are seeking a highly motivated, organized and detail-oriented Senior Associate to join our Product, Experience, & Technology (PXT) Transformation & Governance team. This role will give you the opportunity to support transformation initiatives, budget processes, calendarization, and analytics in the PXT Planning & Analysis (P&A) area.

As a Senior Associate in PXT P&A, you will collaborate with Finance & Business Management (F&BM) partners and other central PXT team members to enhance processes, drive standardization, and lead change across financial planning, forecasting, and reporting. You will develop strong subject matter expertise in existing tools and processes, translate complex concepts for diverse audiences, and enable the PXT community through clear guidance, communications, and training.

Job responsibilities

• Oversee and provide guidance for finance teams on forecasting and budgeting PXT expenses, promoting consistent approaches and adherence to standards.
• Coordinate with cross-functional teams to align budget timelines, requirements, and inputs; drive timely closure of open items and escalations as needed.
• Develop and maintain deep SME knowledge of PXT planning and reporting processes and the associated tooling; act as a go-to resource for questions, triage, and best practices across the community.
• Understand various financial tools and support PXT teams in structuring their financial data appropriately to derive accurate insights; partner with stakeholders to improve data quality and usability.
• Drive change and transformation initiatives (e.g., process simplification, standardization, automation, improved controls, reporting enhancements), including problem definition, solution design, stakeholder alignment, and rollout/adoption.
• Collaborate with cross-functional teams to understand needs and deliver solutions; establish clear requirements, success metrics, and feedback loops.
• Create and maintain detailed budget process documentation, controls, and guidance materials; ensure content is current, easy to consume, and actionable.

Required Qualifications, capabilities and skills

• Bachelor's degree in Finance, Business Analytics, Information Systems, or a related field.
• 4+ years of relevant experience.
• Strong analytical and problem-solving skills with keen attention to detail and a focus on root-cause analysis.
• Excellent written and verbal communication skills, including the ability to synthesize complex topics into clear, audience-appropriate messages and materials.
• Demonstrated ability to drive change across multiple stakeholders (influence without authority), manage resistance, and deliver sustainable process improvements.
• Highly organized with strong program/process management skills; ability to manage multiple tasks and projects simultaneously in a fast-paced environment.
• Self-motivated, tenacious and able to work with high degree of independence

Preferred qualifications, capabilities, and skills

• Hands on experience with Pi, Essbase, SQL, Tableau and Alteryx in a professional setting is a plus.

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