Finance Operations Associate - WM Tech Finance

Overview

Finance Operations Associate in Wealth Management Tech Finance. The role focuses on the implementation of production tools and processing activities, and partnering with Technology and project teams to design new processes for implementation within an Agile work stream.

• Partner with Technology and various Project teams designing new processes for implementation
• Work in an Agile work stream while meeting program goals and deadlines
• Support the operations team through the continuous on-boarding of strategic deliverables
• Engage with line of business, operations, and project partners to gather process improvements
• Manage relations, communicating and presenting to various levels of stakeholders
• Solve operational deficiencies by developing systemic or operational solutions
• Develop knowledge of the architecture and technical aspects of the infrastructure
• Escalate issues as needed to the appropriate team(s) and management

• Bachelor’s degree in accounting, finance or related discipline
• 5+ years of financial services experience
• Excellent leadership, interpersonal and time management skills
• Proven track record of large-scale problem solving
• Strong Microsoft Office experience
• Project Management experience
• Strong verbal and written communication skills, with the ability to present information at varying levels of detail, depending on the audience, in a concise manner
• Enthusiastic, self-motivated, effective under pressure
• Able to develop, clearly present, and draw conclusions

• Accounting reconciliation experience a plus
• Essbase, Alteryx, Tableau experience a plus
• Consumer & Community Banking vendor management experience a plus

Candidates must be able to physically work in our offices full-time (5 days). The specific details and timing will be determined and communicated by direct management.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment/work visa at this time (including but not limited to H1B, H4 – EAD, OPT, TN, or L visas).

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.

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. We do not discriminate on the basis of protected attributes and we provide 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

Global Finance & Business Management provides information, analysis and recommendations to improve results and drive decisions to manage capital, drive growth and efficiencies, and proactively manage risk.