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Consumer and Community Banking Finance - Financial Associate

Req #: 170098145
Location: Columbus, OH, US
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 3000 US Dollar (USD)

The successful candidate will be a member of a team that is responsible for financial and analytical support for the Centralized Transactions 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 the financial profitability of the business. Group responsibilities include managing the monthly and quarterly 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 Operations Management and CCB Finance. The role will use 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, the associate 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
  • Support (design/modify/review) the reporting around Executive Management Reviews, 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 
  • 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
  • Bachelor's degree required
  • Minimum of 4-6 years of financial/accounting management experience
  • Ability to interrogate and interpret financial data and prepare financial reports
  • Advanced level expertise of Excel (i.e. use of pivot tables, macros, arrays, etc)
  • Knowledge of Hyperion Essbase would be a strong advantage
  • Ability to research issues/problems and provide a 'solution-based' approach
  • Strong analytical skills and attention to detail
  • Experience in Retail Financial Service/ banking industry preferred
  • Excellent communication and partnering skills
  • Ability to multi-task and work autonomously within team environment
  • Adaptable to change and ambiguity in the work environment
  • Strong team player
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