Operations Finance Associate

As an Operations Finance Associate, you will be 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.

As a Senior Financial Associate in CTO Operations, you will work 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.

Job Responsibilities:

• 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

Required qualifications, capabilities, and skills:

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

Preferred qualifications, capabilities, and skills

• Experience with Tableau and Alteryx preferred
• Knowledge of Essbase / Dodeca preferred

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans