PXT P&A – Alternative Reporting Finance & Product Support

Vice President Product Experience And Technology Planning & Analysis

Join us in a highly visible and exciting new role! The Product Experience and Technology (PXT) Planning & Analysis (P&A) team directly supports the PXT CFO. The team provides financial analyses and perspective to senior management, which support decision-making. In addition to managing traditional financial planning workstreams, such as the monthly forecast process, business reviews, and annual budget, the PXT P&A team also helps to craft the team's reporting strategy and execute on data visualization and automation initiatives.

As a Vice President on the Product Experience and Technology Planning & Analysis team, you will have the opportunity to contribute to key business strategies and financial performance through your analytical skills. You will be instrumental in public disclosures at Investor Day and industry conferences, and will use dashboards to provide real-time insights to our leadership team. Your role will involve supporting financial processes and reporting, coordinating materials for leadership meetings, creating ad-hoc analytics for senior management, and ensuring data integrity in all financial reporting. You will also have the chance to promote change through defining dashboard requirements and automation, and to collaborate with other business lines to ensure compliance and understanding of financial planning.

Job responsibilities:

• Manage the bi-weekly/monthly financial planning, forecasting, reporting and analysis, as well as budget, controls governance, and project planning
• Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years
• Distill and refine financial storytelling and variance analysis
• Coordinate materials for leadership team meetings (e.g., Business Reviews) and external forums (i.e., Investor Day and industry conferences)
• Create ad-hoc analytics and presentations for senior management (e.g., Leadership Offsites; Town Hall presentations; competitor analysis)
• Drive change, including defining dashboard requirements and automation
• Enhance consistency and efficiency across existing processes and reporting to meet changing needs of the business
• Partner with other sub lines of businesses (LOBs) to ensure compliance and understanding of financial planning

Required qualifications, capabilities, and skills:

• Bachelor's degree in Accounting/Finance
• 7+ years of work experience in financial planning and analysis for retail financial services
• Ability to multi-task, work well under pressure, and keen attention to detail
• Excellent relationship management skills and ability to drive change across a large, complex organization
• Strong analytical, critical thinking, and problem-solving skills
• Ability to distill large quantities of information (both data and qualitative content) into main takeaways
• Team-oriented, and high energy level with passion for driving quantifiable business results
• Exercises sound judgment and observes the highest degree of confidentiality
• Ability to communicate and present to partners and senior leaders (both oral and written)
• Expert knowledge of Microsoft Office (PowerPoint and Excel) and Essbase
• Experience with data analytics and visualization tools (e.g., Alteryx, Tableau)

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 (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas). Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring. Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

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.

Equal Opportunity Employer/Disability/Veterans