Financial Consolidation & Planning Coordinator Product Lead - Vice President

Job Description
Join our Finance Data & Platforms Team as a key leader, supporting finance stakeholders during critical accounting close cycles. You are good at problem solving, critical thinking, adaptability, and effective communication (both verbally and written) with knowledge/understanding of finance and the reporting cycles around month-end and quarter-end as well as detail oriented, structured, and organized to ensure no lapse in process steps/prompt communication with the stakeholders. You are able to think beyond raw data and understand the underlying business context and opportunities hidden in data, and excel in customer service and are diligent in timely correspondence with stakeholders. If this sounds like you, this is the role for you!
As the Financial Consolidation & Planning Coordinator Product Lead - Vice President in the Finance Data & Platforms Team, you will be the primary contact for data and metadata inquiries in Essbase cubes, ensuring seamless communication between finance teams and system administrators. Your role includes managing hierarchy changes, data retrievals, and validations, as well as conducting daily meetings to coordinate critical business day processes, forecast submissions, and maintain reporting hierarchies. By driving continuous improvement initiatives, you will enhance the efficiency of financial consolidation and reporting workflows. Strong leadership and communication skills are essential along with an understanding of Essbase financial cubes.
Job responsibilities

• Serve as the primary point of contact for finance stakeholders, facilitating effective communication and collaboration between finance teams and system administrators to support financial consolidation and reporting processes through Essbase
• Conduct daily meetings with Planning & Analysis (P&A) teams to coordinate critical business day processes, manage the forecast and budget submission calendar, facilitate scenario snapshots, and define taxonomy and hierarchy mappings.
• Maintain Essbase management reporting hierarchies, such as local charts of accounts, cost centers/LOBs, and KPIs
• Develop and maintain clear documentation for financial processes and requirements, ensuring accessibility and understanding for all stakeholders involved in financial planning and analysis.
• Demonstrate a strong client service focus, promptly addressing queries and providing deliverables to finance stakeholders, while supporting the development and validation of financial analytics solutions.
• Monitor and evaluate financial processes and analytics applications, identifying opportunities for improvement and driving initiatives to enhance efficiency and data accuracy, and oversee daily reconciliations, address data validation/system performance issues, champion process automation in collaboration with internal technology teams, and eliminate manual tasks and establish sustainable, repeatable processes for supporting P&A enhancing business.
• Collaborate with Finance and P&A teams to identify new business needs and translate them into comprehensive business requirement documents for enhancements.
• Coordinate the implementation of enhancements and new applications, working closely with Essbase development teams to ensure alignment with business objectives and minimal disruption to existing processes.
• Conduct training sessions and workshops to empower team members and stakeholders, enhancing their understanding and effective use of financial systems and analytics tools.
• Drive continuous improvement initiatives to streamline financial consolidation and reporting workflows, enhancing the efficiency of Month-End/ Qtr-End/ Year-End close processes.
• Possess strong leadership skills, a deep understanding of financial consolidation processes, and the ability to communicate and collaborate effectively with diverse teams.

Required qualifications, capabilities and skills

• Bachelor's degree in Accounting, Financial Planning, or Management Information Systems.
• 7+ years of experience as a power user of Essbase cubes, with expertise in Hyperion Essbase add-ins such as Dodeca and Hyperion SmartView for data analysis and troubleshooting.
• Strong financial acumen in planning, budgeting, and reporting cycles, with the ability to translate business needs into technical requirements effectively.
• Advanced understanding of financial statements, including P&L and Balance Sheet hierarchies, as well as alternate hierarchy management and non-financial metrics like KPIs.
• Excellent communication skills, both written and verbal, to engage effectively with finance stakeholders, senior management, and peers.
• Proven leadership and people management skills, with experience in mentoring and guiding teams to drive process improvements and achieve stakeholder satisfaction.

Preferred qualifications, capabilities and skills

• MBA in Finance or Accounting is a plus.
• Familiarity with advanced business analysis tools such as Alteryx, Tableau, and SQL Server
• Familiarity with other OLAP solutions on-prem / cloud
• Proficiency in advanced Excel functions and macros for effective data manipulation.
• Familiarity with Oracle Essbase Calc scripts, Report Scripts, MDX, and ASO/BSO outline management is highly advantageous.
• Prior experience working with financial institutions, specifically supporting consumer banking such as credit cards, home lending, and auto LOBs FP&A teams.

Candidates must be able to physically work in our offices full-time (5 days) as early as March. The specific details and timing will be determined and communicated by direct management.
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.
The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.