Collaborate with vendors and internal business partners to design and implement solutions that optimize sales and enhance customer loyalty, aligning with broader Chase and PLCF client strategies.
Design and implement comprehensive financial and headcount capacity plans to align with strategic financial objectives and ensure optimal staffing levels across operational functions
Monitor and enhance operational performance through the use of specialist scorecards and KPI/OKR dashboards to continually drive performance improvements
Create business cases to evaluate and prioritize projects, measure critical success metrics, and monitor results
Understand client and business needs, industry benchmarks, and market trends to develop multiple scenario analyses to deliver on business goals and objectives in different market environments
Collaborate effectively with finance, risk, customer experience, and other functional partners to support knowledge sharing and drive business success.
Build and interpret financial and operational analyses, translating outputs into actionable insights for strategic decision-making.
Prepare and deliver presentations to senior management, communicating sound business recommendations and performance outcomes, while tracking project goals and milestones.
Lead, mentor, and develop a high-performing team of analytical professionals, fostering a culture of excellence and innovation.
Required qualifications, capabilities, and skills
Strong written and oral communication skills, capable of facilitating discussions to gain consensus among cross-functional stakeholders and distilling complex financial analyses into executive-level presentations.
Demonstrated experience in problem-solving and innovation, with a proactive approach to developing and implementing long-term strategies, including champion/challenger tests.
Expertise in leveraging technology and data analytics to drive business insights and decision-making.
Skilled in identifying opportunities for improvement and driving initiatives that foster innovation and efficiency across the organization.
Proven experience in managing, coaching, and developing a team to achieve organizational goals and enhance team performance.
Bachelor’s degree required, with 5+ years of experience in an analytical (finance or risk), strategy, and/or operations management capacity.