Chase · 3 weeks ago
PXT Finance Business Management Senior Associate
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. The Senior Associate in the PXT CFO and COO Business Management team will provide strategic support with project management, executive reporting, communications, and business analysis.
BankingFinancial Services
Responsibilities
Provide a high level of responsiveness to executive ad-hoc requests related to project management, executive reporting, presentation development, and business analysis
Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
Create wireframes and mock-ups quickly and iteratively for management presentations, reports, dashboards, and communications content
Support communications efforts, including writing LinkedIn posts and crafting content for quarterly Townhalls and Leadership team onsites
Manage headcount and financials for both CFO and COO functions, focusing on accuracy and executive-level reporting
Manage projects and deliver key work streams and tasks, supporting the strategic agenda for the PXT F&BM leadership team and communicate effectively with key business partners to understand projects and drive next steps
Identify key business risks on the platform and drive resolution of mitigating controls
Support audit, regulatory, and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Qualification
Required
Bachelor's degree in Business, Finance, Economics, or other related area
4+ years of experience in Business Management or COO role
Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders
Demonstrated ability in dealing with different stakeholder groups and driving the agenda
Excellent communication, organization, and project management skills with attention to detail
Ability to articulate and demonstrate thoughtful rationale in design decisions
Self-motivated, tenacious, and able to work with high degree of independence
Excellent written and oral communication skills, with a particular focus on executive communications
Strong time management and prioritization skills
Willingness to think creatively and proactively contribute ideas to improve business processes
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-24
Small Business Trends
2026-01-18
Company data provided by crunchbase