Senior Associate, Finance & Compliance- Chief Business Office
Aumni
This critical role offers broad exposure across key business areas and the opportunity to drive financial stewardship, operational excellence, and organizational effectiveness in support of the team’s advocacy initiatives.
As a Senior Associate of Finance & Compliance- Chief Business office, you will work with budget and compliance, and be instrumental in overseeing and managing the team’s financial planning, tracking, and reporting, as well as ensuring adherence to all relevant compliance requirements. You will work closely with cross-functional partners to maintain transparency, accountability, and best practices in all budgetary and compliance matters. This is a fast-paced, evolving environment where your strong analytical, organizational, and communication skills will be highly valued.
Key Responsibilities:
- Own the end-to-end budget process for cross-functional Advocacy, including planning, forecasting, tracking, and reporting.
- Oversee all compliance processes, ensuring adherence to firm policies, regulatory requirements, and internal controls.
- Drive continuous improvement in budget management and compliance practices, identifying and implementing process enhancements.
- Collaborate with finance, risk, and business partners to ensure accurate and timely budget submissions and compliance documentation.
- Prepare and present regular budget and compliance updates to senior leadership, ensuring transparency and accountability.
- Build relationships across teams and all levels to drive collaboration and project success.
- Support ad hoc projects and initiatives as needed in a dynamic, evolving environment.
- Manage the budget leveraged by multiple teams, making your work highly visible and impactful throughout the organization.
- Gain valuable insight into our financial processes, with direct exposure to Planning & Analysis (PnA) and Finance Analytics.
- Drive financial stewardship, operational excellence, and organizational effectiveness, supporting the team’s advocacy initiatives, and influencing key business decisions.
Required qualifications, capabilities, and skills:
- Minimum of 3 years’ experience in budget management, compliance, or a related field within a fast-paced, dynamic, matrixed environment.
- Strong analytical and organizational skills, with the ability to manage multiple high-priority initiatives concurrently.
- Excellent written and verbal communication skills.
- Proven ability to build relationships across all levels of the organization.
- Self-starter who works independently and drives deliverables.
- Results-oriented, intellectually curious, with keen attention to detail and a bias towards action.
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Teams, OneDrive).
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Join the Chief Business Office’s Advocacy team, where you will take ownership of the end-to-end budget management and all compliances.