Financial Analysis - Business Banking - Vice President

About the role

Join our industry-leading Business Banking (BB) team, a vital part of Consumer and Business Banking (CBB), where we provide innovative deposit, lending, and cash management solutions to the small business segment. As a key member of the BB Field Finance team, you will leverage your exceptional problem-solving, financial analysis, relationship-building, and leadership skills to drive impactful financial support for our sales organization.

As a Financial Analysis Vice President, you will advise business stakeholders on increasing profitability and efficiencies for various segments of Business Banking clients. Your primary focus will be micro and small businesses (our largest segment by client volume), though the scope will extend beyond this segment.

Responsibilities

• Lead financial analytics to inform management decisions, partnering with other finance and functional teams to spearhead strategic business projects that drive field leadership and achieve business goals.
• Build new and enhance existing recurring reporting, develop performance metrics, and provide ad hoc analysis to address emerging questions and inform business decisions.
• Deliver timely, accurate reporting: interpret results vs. plan/forecast/prior periods; identify key drivers, risks, and opportunities; and make recommendations to support business goals.
• Develop financial business cases to support key business initiatives, including ROI, scenario and sensitivity analysis, and clear recommendations.
• Create executive-ready deliverables (business review materials, management presentations, narratives) that translate analysis into clear “so what / now what” messages.
• Scale BAU reporting through automation, standardization, and self-service insights.
• Partner with central finance on expense and headcount planning inputs and assumptions.

Requirements

• Bachelor's degree in Finance, Statistics, Computer Science, Engineering, Accounting, or a related discipline.
• 6+ years of work experience in Finance, Banking, Data Analytics, Business Management, or a related field.
• Advanced Excel and PowerPoint skills, with the ability to analyze large data sets, maintain strong attention to detail, and translate findings into clear, executive-ready materials.
• Strong analytical and problem-solving capability, including expertise building complex financial models and developing well-supported recommendations.
• Proven track record using SQL for querying and working with large datasets.
• Excellent communication and relationship skills (written, verbal, interpersonal), with the ability to synthesize financial information for diverse stakeholders, including senior management.
• Strong judgment, intellectual curiosity, and high integrity, with the ability to operate independently in a fast-paced, ambiguous environment, stay highly motivated under pressure, and manage multiple priorities with a proactive, results-oriented approach.
• Strong project/process management skills, with a track record of owning projects and processes end-to-end.

Preferred Qualifications

• Experience with data analytics and visualization tools such as Alteryx, Python, SAS, Databricks, or similar tools is a plus—training on the job will be available if necessary.
• Experience with Essbase is a plus.

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). This role is not eligible for relocation assistance.

Benefits

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.

About Us

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.