Finance Data and Insights - Area Product Director for Lending

Overview

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. You will work collaboratively with cross-functional teams, including CFOs, Business Units, P&A, Technology, Data & Analytics (D&A), and Design. Your efforts will support and enhance operations in Home Lending Originations, Home Lending Real Estate and Servicing.

Your primary responsibilities include overseeing and managing the monthly account-level balance sheet and profitability processes, ensuring accuracy, efficiency, and alignment with organizational goals. You will develop and implement innovative BI solutions using tools such as Thoughtspot and Tableau to provide actionable insights and drive data-driven decision-making. You will also support data wrangling and create/deploy new Databricks tables and BI tools to enhance capabilities and deliver value to stakeholders.

You will lead a global team of over 25, demonstrating strong leadership, communication, and analytical skills, and a deep understanding of financial data and BI technologies. Your ability to work with cross-functional teams and stakeholders will be essential to driving initiatives that contribute to growth and profitability.

• Collaborate with CFOs, Business, Technology, Planning & Analysis, and Data & Analytics 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.
• 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 team members and stakeholders on BI tools and processes.
• Stay updated with industry trends and best practices in BI and data analytics.
• Work with Product Agility and Product Operations teams to ensure good Product Management practices, Jira hygiene, reporting, and track agility metrics, leveraging agility tools.
• Manage and track project progress using Jira, ensuring alignment with business objectives and timely delivery.
• Facilitate Jira processes, including backlog grooming, sprint planning, and retrospectives, to optimize team performance and productivity.

• Minimum of 10 years experience with 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, Thought Spot 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.

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