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JPMorgan Chase CCB Operations Finance - Financial Associate in Columbus, Ohio

The successful candidate will be a member of a team that is responsible for financial and analytical support for Centralized Transaction Operations (CTO) Functions within Consumer and Community Banking (CCB). The team serves as a planning and analytical resource to help executives manage, forecast, plan and gain insight into key expenses, volumes, and unit costs of the business. Group responsibilities include managing the monthly forecast process, coordinating financial reporting, managing the annual budget/mid-year forecast process, conducting financial and strategic analytic projects and providing insight and decision support to CTO Management and CCB Finance. The role will use Tableau, Alteryx, Excel and PowerPoint in conjunction with JPMorgan's financial tools to create meaningful reports and analysis.

Role & Responsibilities

The senior associate works closely with business managers to enhance and identify risks and opportunities along with creating budgets and forecasting for both direct and indirect expenses in the CTO organization.

The senior associate will also review, analyze and make recommendations regarding incoming and outgoing expenses. In addition, you will develop management reports and track actual expenses vs. budget or forecasts with appropriate variance explanations. Core activities associated with the position include the following:

  • Manage total recoverable expense base

  • Develop the annual budget and monthly forecasts

  • Prepare expense tracking for key initiatives

  • Partner with Operations Managing Director(s) and their team, serving as main finance contact

  • Support (design/modify/review) the reporting around EMR's, Performance dashboards, expenses, and headcount as per business requirements

  • Consolidate, monitor, and present month-end close results

  • Consolidate reporting & analysis of operating expenses by functional departments and business segments as well as line of business

  • Track and analyze business-specific unit costs

  • Effectively analyze and report variances of actual results to budget and forecast

  • Preparation of insightful, high quality Senior Management presentations

  • Support ad hoc requests from the Business, Senior Management, and CCB P&A.

  • Contribute to driving expense reduction initiatives across CCB

  • Support continuous improvement initiatives

  • Maintain & Coordinate calendar of deliverables


  • Bachelor's degree required

  • Minimum of 4-6 years of financial/accounting management experience

  • Experience in Retail Financial Service/ banking industry preferred

  • Strong team player

  • Excellent communication and partnering skills

  • Strong analytical skills and attention to detail

  • Ability to multi-task and work autonomously within team environment

  • Ability to research issues/problems and provide a 'solution-based' approach

  • Adaptable to change and ambiguity in the work environment

  • Strong knowledge of Excel and PowerPoint (i.e. use of pivot tables, macros, arrays, etc)

  • Experience with Tableau and Alteryx preferred

  • Knowledge of Essbase / Dodeca preferred

  • Ability to research and interpret financial data and prepare financial reports

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans