Operations Finance Associate

Our team in Consumer and Community Banking (CCB) is responsible for financial and analytical support for Centralized Transaction Operations (CTO) Functions within the org. 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 an Operations Finance 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 and track and analyze business-specific unit costs
• Develop the annual budget and monthly forecasts and 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
• Effectively analyze and report variances of actual results to budget and forecast
• Prepare insightful, high quality Senior Management presentations
• Support ad hoc requests from the Business, Senior Management, and Planning & Analysis
• Contribute to driving expense reduction initiatives across Consumer and Community Banking
• Support continuous improvement initiatives and maintain & coordinate calendar of deliverables

Required qualifications, capabilities, and skills:

• Bachelor's degree required
• 4+ years of financial/accounting management experience
• Strong analytical skills and attention to detail
• Ability to research issues/problems and provide a 'solution-based' approach
• 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 in Retail Financial Service/ banking industry preferred
• Experience with Tableau and Alteryx preferred
• Knowledge of Essbase / Dodeca preferred

Soft skills

• Strong team player
• Excellent communication and partnering skills
• Ability to multi-task and work autonomously within team environment
• Adaptable to change and ambiguity in the work environment

Candidates must be able to physically work in our Columbus, OH office 3 days a week and remotely from home 2 days per week. The specific schedule will be determined and communicated by direct management.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
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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. 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.
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