Business Analysis Manager - Incentive Strategy & Performance Analysis

Join the Branch Sales Strategy & Support organization, where we drive national initiatives to enhance Branch/Client engagement. We are the "voice of the field", driving impactful projects and fostering innovation throughout Consumer Bank and working with other Chase Businesses.

As a Business Analysis Manager on the Incentive Strategy team, you’ll be in a high visibility and high impact role that will partner with and influence key internal stakeholders to develop and coordinate implementation of our banker incentive strategy. You will work closely with Executive Management, HR Comp, Finance, Incentive Administration team and Communications. The Business Analysis Manager plays a lead role in modeling, forecasting, and developing recommendations across a variety of topics and initiatives – they are key to the success of banker incentive programs as well as broader National Sales initiatives.

Job responsibilities

• Lead and perform detailed analysis, modeling and financial forecasting to create and influence incentive plans for branch bankers. Responsibilities include designing detailed analytics to determine incentive and employee impact when creating new incentive plans, changing plan drivers, adding/removing products, and/or changing branch roles.
  • Leverage analysis to create presentations for executive management that clearly and concisely convey the story
• Coordinate discussions with the incentive advisory forum to iterate through ideas and come to final recommendations that will be presented to Comp Governance
  • Partner with executive management team to ensure alignment to strategic direction and desired business outcomes
  • Drive change, be a decision maker and participant in decision making process
• Obtain approval from Compensation Governance
  • Partner with HR Compensation and syndicate changes with Controls, Legal and Compliance
• Lead Implementation/execution of approved plan changes

• Participate in development of budget, forecasts, and monthly estimate

  • Develop and coordinate meetings with management team to review incentive plan results for the current month. Lead the exception review process by facilitating sessions to discuss requested exceptions and recommendations
  • Assess how plan changes are working, identify anomalies and items that require attention. Follow-up on any deep dive discussion items that result from discussion

Required qualifications, capabilities and skills

• Leadership and relationship-building skills required to work with senior executives, the field salesforce and subject matter experts.
• Strong quantitative and analytical skills; 5+ years of financial analysis experience
• Expert in Microsoft Excel, PowerPoint and executive presentation building skills. The role will use the basics of MS Access
• Ability to develop and deliver clear, concise, senior management-level presentations
• Comfortable working in a deadline driven environment while maintaining accuracy and excellence in output
• Strategic thinking and planning skills coupled with ability to execute projects with diligence and urgency.
• Organizational and project management skill; proven ability to manage multiple priorities and urgent deadlines. Must be able to demonstrate speed, flexibility, and the ability to work in a dynamic environment.

Required qualifications, capabilities and skills

• Knowledge of Tableau a plus

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