Finance & Business Management

Job Responsibilities

• Oversee and provide guidance for finance teams on forecasting and budgeting PXT expenses, promoting consistent approaches and adherence to standards.
• Cook up 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.
• Cook up 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.

About Us

We are 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, 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.