Finance & Business Management
Listed on 2026-02-12
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Finance & Banking
Financial Manager, CFO -
Management
Financial Manager, CFO
We are looking for a talented individual to help provide dedicated support to the Midwest Division.
If you have knowledge of financial principles, are passionate about building relationships & being a strategic partner, enjoy influencing others, working on different projects and possess analytical skills, this is the role for you!
As a Finance Business Manager in the Consume and Community Banking Team you will, support the Chase Wealth Management CEO and the field organization of 5,000 advisors. The Business Management team closely partners with the field leadership team comprised of four Divisional Directors of Wealth Management (East, Central South, Midwest, and West) and 27 Regional Directors to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day.
Jobresponsibilities
- Collaborate with the broader Field Finance & Business Management team, providesanalytical and business management support for the Wealth Management business, with the responsibility for supporting division's and region’s performance from every relevant perspective
- Maintain an understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team
- Perform regular and ad hoc analysis in support of financial and strategic goals
- Prepare business review materials
- Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting
- Contribute to national initiatives
- Bachelor's degree in Finance-related field
- 2+ years relevant Financial Services experience
- Outstanding written and verbal communication
- Proficiency in Microsoft Office and other financial applications; experience with Tableau
- Knowledge and understanding of financial principles and ability to link results to activities
- Ability to work collaboratively and develop strong relationships across the organization
- Excellent personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
- Business savvy and commercial judgment
- Some travel may be required
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