Finance & Business Management
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Also remove "About Us" maybe? The instruction: "Prefer a few substantive sections over many thin ones." We need to decide which sections to include.
We have content: Job Description paragraph (intro). Then "Job Responsibilities" list. Then "Required Qualifications, Capabilities, And Skills" list. Then "Preferred Qualifications, Capabilities, And Skills" list. Then "ABOUT US" paragraph about Chase. Then "We offer a competitive total rewards package..." includes benefits and pay info. Then "Additional details about total compensation and benefits will be provided during the hiring process." Then "We recognize that our people are our strength..." EEO boilerplate (should remove). Then "About The Team" description.
We need to map to sections: About the role (intro), Responsibilities, Requirements (maybe combine required qualifications?), Qualifications (maybe preferred?), Skills (maybe PowerPoint etc), Benefits, Pay, Schedule.
We have no explicit Pay or Schedule details. The posting mentions "base salary determined based on the role, experience, skill set and location." That's vague; not specific numbers. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does mention benefits: "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." That's specific enough for Benefits section. Pay: only says base salary determined based on role, experience, skill set and location. That's vague but still states something about pay. However instruction: never create Pay section unless posting actually states them. It does state base salary determined based on role, experience, skill set and location. That's a statement about pay, albeit not specific numbers. Should we include? The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state something about pay (base salary determined...). So we could include Pay section with that sentence. However also "Additional details about total compensation and benefits will be provided during the hiring process." That's vague. Might still include Pay.
Schedule: no mention. So omit Schedule.
We need to avoid filler like "commensurate with experience". The Pay statement is not filler? It's generic but still a statement. Might be okay.
We need to use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information; do not invent or summarize away detail.
We need to remove duplicated lines, boilerplate.
Let's extract substantive content:
Intro paragraph: "Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization. As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You'll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy."
That's About the role.
Responsibilities list (bullet points):
- Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story
- Design management reporting packages to communicate business results transparently and concisely to all constituents
- Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams
- Create executive-level presentations using PowerPoint/PitchPro+ to present analysis
- Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy
- Partner with Finance & Business Management to budget and forecast headcount and direct expenses
- Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems
- Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources
Required Qualifications list:
- Bachelor's degree in Business, Finance, Economics, or other related area
- 5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background
- Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence
- Demonstrated ability to engage different stakeholder groups and drive the agenda
- Excellent organization, project management, and communication skills, with a strong professional presence across all levels
- Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively
- Strong PowerPoint, Excel, Pivot Table, and Word skills
Preferred Qualifications list:
- Ability to articulate thoughtful rationale through storytelling with data
- Experience with activity-based costing or expense allocation processes
- Experience budgeting and forecasting headcount and direct expenses
- Experience supporting data, analytics, product, or technology organizations
About US (Chase) paragraph: "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 could include that as "About the Company" but not a required heading. Could be part of About the role? Might be separate but we have limited headings. Could incorporate into About the role? Probably better to have a section "About the Company" but not in list. The instruction only gave list of possible headings; we can use others? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate. Could also add other headings if needed? Probably stick to those.
We have Benefits: list of benefits.
Benefits list:
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
- more (maybe ignore "more").
We could phrase as list.
Pay: statement: "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."
That's substantive.
We should not include EEO boilerplate.
We should not include "Additional details about total compensation and benefits will be provided during the hiring process." That's vague but maybe we can keep as part of Pay/Benefits? It's not specific; maybe omit as filler? It's not a concrete detail. Might be considered filler. Safer to omit.
We should not include "About The Team" description? That's substantive about team. Could be part of About the role or a separate section. Since we have no heading for team, we could incorporate into About the role paragraph. But we must preserve all substantive information; we can add it as a paragraph under About the role.
Thus About the role section will include intro + About US + About The Team? Might be long but okay.
Let's craft HTML:
About the role
Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization. As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You'll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.
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.
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.
Then Responsibilities:
Responsibilities
- Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story
- Design management reporting packages to communicate business results transparently and concisely to all constituents
- Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams
- Create executive-level presentations using PowerPoint/PitchPro+ to present analysis
- Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy
- Partner with Finance & Business Management to budget and forecast headcount and direct expenses
- Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems
- Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources
Then Requirements (maybe combine required qualifications as Requirements):
Requirements
- Bachelor's degree in Business, Finance, Economics, or other related area
- 5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background
- Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence
- Demonstrated ability to engage different stakeholder groups and drive the agenda
- Excellent organization, project management, and communication skills, with a strong professional presence across all levels
- Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively
- Strong PowerPoint, Excel, Pivot Table, and Word skills
Then Qualifications (preferred):
Qualifications
- for any list of duties/requirements/benefits. Use
for prose. We need to preserve all substantive information; do not invent or summarize away detail. We need to remove duplicated lines, boilerplate. Let's extract substantive content: Intro paragraph: "Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization. As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You'll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy." That's About the role. Responsibilities list (bullet points): - Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story - Design management reporting packages to communicate business results transparently and concisely to all constituents - Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams - Create executive-level presentations using PowerPoint/PitchPro+ to present analysis - Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy - Partner with Finance & Business Management to budget and forecast headcount and direct expenses - Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems - Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources Required Qualifications list: - Bachelor's degree in Business, Finance, Economics, or other related area - 5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background - Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence - Demonstrated ability to engage different stakeholder groups and drive the agenda - Excellent organization, project management, and communication skills, with a strong professional presence across all levels - Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively - Strong PowerPoint, Excel, Pivot Table, and Word skills Preferred Qualifications list: - Ability to articulate thoughtful rationale through storytelling with data - Experience with activity-based costing or expense allocation processes - Experience budgeting and forecasting headcount and direct expenses - Experience supporting data, analytics, product, or technology organizations About US (Chase) paragraph: "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 could include that as "About the Company" but not a required heading. Could be part of About the role? Might be separate but we have limited headings. Could incorporate into About the role? Probably better to have a section "About the Company" but not in list. The instruction only gave list of possible headings; we can use others? It says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate. Could also add other headings if needed? Probably stick to those. We have Benefits: list of benefits. Benefits list: - comprehensive health care coverage - on-site health and wellness centers - a retirement savings plan - backup childcare - tuition reimbursement - mental health support - financial coaching - more (maybe ignore "more"). We could phrase as list. Pay: statement: "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." That's substantive. We should not include EEO boilerplate. We should not include "Additional details about total compensation and benefits will be provided during the hiring process." That's vague but maybe we can keep as part of Pay/Benefits? It's not specific; maybe omit as filler? It's not a concrete detail. Might be considered filler. Safer to omit. We should not include "About The Team" description? That's substantive about team. Could be part of About the role or a separate section. Since we have no heading for team, we could incorporate into About the role paragraph. But we must preserve all substantive information; we can add it as a paragraph under About the role. Thus About the role section will include intro + About US + About The Team? Might be long but okay. Let's craft HTML:
About the role
Are you someone with a proclivity for storytelling with financial data—strategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization. As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executives—responsible for identifying, escalating, and mitigating business and financial risks. You'll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.
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.
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.
Then Responsibilities:Responsibilities
- Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive story
- Design management reporting packages to communicate business results transparently and concisely to all constituents
- Coordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teams
- Create executive-level presentations using PowerPoint/PitchPro+ to present analysis
- Analyze large data sets, assess KPI trends, and create impactful analysis to help develop strategy
- Partner with Finance & Business Management to budget and forecast headcount and direct expenses
- Participate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systems
- Interact, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resources
Requirements
- Bachelor's degree in Business, Finance, Economics, or other related area
- 5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller background
- Proven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellence
- Demonstrated ability to engage different stakeholder groups and drive the agenda
- Excellent organization, project management, and communication skills, with a strong professional presence across all levels
- Self-motivated and tenacious, with the ability to work independently and manage time and priorities effectively
- Strong PowerPoint, Excel, Pivot Table, and Word skills
Qualifications