Finance & Business Management - Vice President - Home Lending Operations

As a Vice President of F&BM in Home Lending Operations, you will oversee a global team of analysts and associates who prepare monthly reporting and build budget forecasts. Finance and Business Management (F&BM) manages headcount capacity planning, annual expense budgeting, investment analysis, strategic projects, and finance reporting directly to operations leaders. Home Lending Operations is currently focused on technology initiatives that will increase efficiency, and you will help track and manage the implementation of these projects. Your reporting will support both Consumer and Correspondent Home Lending Production business, which includes all the operational functions required for Chase to provide home loans to customers and purchase loans from Correspondent clients.

Job Responsibilities

• Own and oversee associates preparing headcount and expense forecasts for multiple departments in Home Lending Operations
• Manage capacity planning: tracking productivity drivers in operations functions, calculating required headcount based on forecasted loan volumes, leading meetings with department leaders to understand these drivers and plan for headcount changes
• Review monthly reviews prepared by associates, and present to department leaders, covering changes in finance and capacity plan; provide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecast
• Manage small number of US and international employees
• Present to senior business leaders, including the Home Lending Operations CFO, CEO, Managers, Directors, and other Ops department leaders
• Ability to manage projects independently, lead meetings with associates, and delegate project steps to team members
• Build business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunities
• Leverage AI/LLM (Large Language Models, similar to ChatGPT) to improve the team's monthly tasks and enhance efficiency

• Bachelor's degree in Business, Accounting, Finance, Economics, or other related area
• 5+ years of experience in Financial Analysis, Accounting, Business Reporting, or Related Field
• Intermediate to Advanced Excel skills (advanced formulas)
• Dashboard and data visualization skills (Microsoft Power BI, Tableau, Thoughtspot)
• Intermediate skill with Enterprise Financial Software and Finance Excel Retrieves (e.g. Dodeca Essbase)
• Ability to prepare professional finance PowerPoint presentations for monthly finance reviews
• Intermediate MS Office Proficiency - Outlook, Word, OneNote, PowerPoint

• Master's in Business Administration
• Experience in Corporate FPA (Financial Planning and Analysis)
• Experience presenting to and leading meetings with senior or C-level business leaders
• Excel Macros and VBA Literacy
• Ability to build Alteryx workflows to synthesize and prepare large data sets for analysis