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Chase · 1 week ago

PXT P&A – Alternative Reporting Finance & Product Support

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Senior Level, Lead/Staff, Director/Executive

7+ years exp

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. The Vice President on the Product Experience and Technology Planning & Analysis team will provide financial analyses and support decision-making for senior management, manage financial planning workstreams, and collaborate with other business lines to ensure compliance and understanding of financial planning.

BankingFinancial Services

No H1B

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

Qualification

Financial planningAnalysisData analyticsData visualization toolsMicrosoft OfficeAccounting/Finance degreeRelationship managementAnalytical skillsProblem-solving skillsCommunication skillsTeam-oriented