About this role
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 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 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
Help steer the financial story behind one of the firm’s most visible businesses. In this role, you will turn complex performance drivers into clear insights that inform senior leadership decisions. You will lead critical forecasting, stress testing, and reporting deliverables with high accuracy and strong governance. You will also partner across functions to improve how we plan, measure, and communicate results.
As a Home Lending Production Planning & Analysis Executive Director in Home Lending Planning & Analysis team, you will lead core planning, forecasting, and management reporting processes that shape how we run the business. You will help us translate performance drivers, sensitivities, and strategic initiatives into actionable insights for senior management and key stakeholders. You will work closely with partners across finance and corporate functions to deliver clear, timely, and decision-ready materials.
Job responsibilities
- Lead the budgeting and monthly forecasting process, ensuring accuracy and timely delivery against established calendars
- Prepare quarterly stress testing forecasts and related scenario analyses
- Develop financial updates and presentations for senior management, regulators, and other key stakeholders
- Analyze business performance drivers, including profit and loss and balance sheet dynamics
- Evaluate business models, earnings sensitivities, and strategic initiatives to deepen understanding of financial results
- Consolidate inputs across teams and functions to produce consistent, well-governed reporting outputs
- Coordinate with cross-functional partners (for example, External Reporting and Investor Relations) to align messaging and deliverables
- Deliver quarterly earnings support and recurring management reporting
- Lead one-off and repeatable analyses requested by senior management
- Support ad hoc projects as needed to address emerging priorities
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance, Economics, or a related field
- Experience leading budgeting and forecasting processes in a complex organization
- Experience preparing, reviewing, analyzing, and presenting financial results for senior audiences
- Previous managerial experience leading a team
- Advanced Microsoft Excel and PowerPoint skills
- Strong analytical, problem-solving, critical thinking, and project management capabilities with a track record of meeting deliverables
- Excellent written and verbal communication skills, with strong relationship management abilities
- Ability to manage multiple priorities in a fast-paced environment and meet deadlines under pressure
- High attention to detail and strong quality mindset
Preferred qualifications, capabilities, and skills
- 10+ years of professional experience handling large data sets and analyzing profit and loss and balance sheet drivers
- Experience in a finance or planning role within banking or financial services
- Experience using internal financial systems such as Essbase and Databricks
- Demonstrated ability to identify opportunities and drive continuous process improvement across planning and reporting routines