Finance Data and Insights – Area Product Director for Home Lending

JOB DESCRIPTION

As an Area Product Owner within the CCB Finance Data & Insights team, you will assume a critical and influential role in shaping, defining, and executing the strategic vision and roadmap for our Business Intelligence (BI) and profitability initiatives. While reporting directly to the Product Owner of Finance Data & Insights and matrixed indirectly to the CFO of Home Lending, you will work collaboratively and synergistically with a diverse array of cross-functional teams, including but not limited to Chief Financial Officers (CFOs), Business Units, P&A, Technology, and Data & Analytics (D&A), and Design departments. Your efforts will be directed towards supporting and enhancing our operations in key areas such as Home Lending Originations, Home Lending Real Estate and Servicing functions.

You will oversee and manage monthly account-level balance sheet and profitability processes, ensuring accuracy and efficiency. Your work will support daily decision-making for Finance and Field teams by providing reliable data assets and intelligence. You will develop and implement innovative BI solutions using tools like Thoughtspot, Tableau, and DataBricks to deliver actionable insights and new data products. Leading a global team of over 25, including a backlog of about 15 software engineers, you will demonstrate strong leadership, communication, and analytical skills. Success in this role requires effective collaboration with cross-functional teams and stakeholders to drive initiatives that enhance organizational growth and profitability.

Job Responsibilities:

• Collaborate with CFO’s, Business, Technology, Planning & Analysis, D&A teams to support Home Lending account-level profitability and balance sheet processes.
• Develop and maintain BI solutions using Thoughtspot and Tableau to provide actionable insights and support decision-making.
• Utilize Databricks for data processing and analysis to enhance BI capabilities and build data products.
• Design and develop dashboards for reporting and performance tracking across various business units.
• Ensure data accuracy and integrity in all reporting and analysis activities.
• Provide training and support to Home Lending team members and stakeholders on BI tools, data extraction and manipulation and automation tooling.
• Work closely with Product Agility and Product Operations teams, ensure good Product Management practices, jira hygiene, reporting, and track agility metrices, leverage agility tools
• Manage and track project progress using Jira, ensuring alignment with business objectives and timely delivery.
• Align resources to the most impactful customer problems while managing multiple competing constraints.
• Drive six quarter rolling roadmaps and quarterly increment planning, facilitate Jira processes, including backlog grooming, sprint planning, and retrospectives, to optimize team performance and productivity.
• Stay updated with industry trends and best practices in BI and data analytics.

Required qualifications, capabilities, and skills:

• Minimum of 10+ years experience with Product Management, Financial Services, and/or Data Analytics
• Bachelor’s degree in Business, Finance, Information Technology, or a related field.
• Proven experience in Business Intelligence, data analysis, or a similar role.
• Strong understanding in BI tools such as Alteryx, ThoughtSpot and Tableau.
• Experience with Databricks or similar data processing platforms is highly desirable.
• Strong understanding of Jira processes and experience in managing projects using Jira.
• Strong analytical and problem-solving skills with a keen attention to detail.
• Proactive self-starter with the ability to deliver value added support to business partners in a dependable, timely and accurate manner.
• Excellent communication and collaboration skills to work effectively with all levels of management, cross-functional teams and influence business partners.
• Ability to manage multiple projects and meet deadlines in a fast-paced environment.

Preferred qualifications, capabilities, and skills:

• Experience with Hyperion Essbase is a plus.
• Familiarity with Home Lending finance industry is a plus.

ABOUT US

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

ABOUT THE TEAM
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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.