Chase · 11 hours ago
Business Banking Field Finance - Executive Director
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. They are seeking an Executive Director for their Business Banking Sales Finance team to lead a high-performing group responsible for insightful reporting and analysis, influencing business results and supporting a national salesforce. The role involves overseeing strategic projects, championing process improvements, and serving as a trusted advisor to key stakeholders.
BankingFinancial Services
Responsibilities
Manage a global team of 11, overseeing financial reporting, analysis, and day-to-day support for the Business Banking Sales Team
Champion process improvements and automation to streamline operations, minimize cycle times, and deliver new, forward-looking analyses that inform business strategy
Serve as a trusted advisor to Business Banking field leadership, aligning reporting, economic profitability, and scorecards to evaluate and drive strategic priorities
Oversee the development and production of field performance reporting packages and key management reports on banker productivity for over 500 field leaders
Conduct ad-hoc financial analysis for senior management, develop presentation materials, and drive meaningful, effective discussions to facilitate informed decision-making
Work cross-functionally with CCB field finance, business/segment partners, and key stakeholders (Compensation, HR, Legal, Controls, Risk) to deliver results
Partner with the Finance Data and Insights product team to enhance field performance reporting and transform leadership scorecards
Uphold superior controls and resiliency standards, ensuring disciplined expense management and sound investment in people
Anticipate needs, take initiative, and act decisively to move the business forward
Qualification
Required
Deep financial acumen and a passion for solving complex problems with data-driven insights
Comfortable working independently, managing multiple priorities, and delivering results in a dynamic environment
Skilled at building relationships and influencing stakeholders at all levels, from front-line bankers to C-suite executives
Energized by ambiguity and the opportunity to create and implement new processes and analyses
8+ years of progressive leadership in Finance, Analytics, or Business Management
Bachelor's Degree in Finance, Statistics, Accounting, or related field
Proficiency in Excel, PowerPoint, and data analytics; experience with data mining and manipulation
Strong analytical, problem-solving, and planning skills
Experience with process improvement, automation, and working with Product teams
Excellent written, verbal, and presentation skills; ability to tell a story with data
Highly organized, detail-oriented, and solutions-focused
Preferred
Direct report management preferred
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
Small Business Trends
2026-01-18
2026-01-13
Company data provided by crunchbase