Finance & Business Management - Home Lending - Associate

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH, is seeking a Finance & Business Manager within the Home Lending Servicing Financial Analysis team.

The Senior Associate will partner across the business to deliver financial and strategic analysis, coordinate expense and headcount planning, and produce management reporting for executives. The role focuses on driving profitability with clear insights into performance drivers, risks, and opportunities, supporting leadership with actionable narratives and

Qualifications

• Bachelor’s degree in Accounting, Finance, or a quantitative/technical discipline.
• At least 2 years of experience in financial services and/or accounting/controller roles.
• Advanced Excel and PowerPoint skills.
• Experience working with large data sets (data gathering, analysis, and manipulation).
• Ability to produce ad hoc reporting and analysis for senior leaders.
• Advanced analytical skills, attention to detail, and ability to communicate insights clearly.
• Proven ability to deliver in fast-paced environments with shifting priorities.

Responsibilities

• Lead annual and ongoing planning activities for assigned areas, including budgeting and forecasting for expense and headcount.
• Support month-end performance reviews and communicate results and outlook updates.
• Analyze financial performance drivers and provide actionable insights.
• Develop financial business cases for new initiatives and investments.
• Track and report key performance metrics; improve data quality and reporting effectiveness.
• Create senior leadership presentations with solid narrative and clear recommendations.
• Perform variance analysis versus forecast and budget, explain drivers, and highlight implications.

Skills

Advanced Excel

PowerPoint

Data analysis

Ad hoc reporting

Communication skills

Fast-paced environments

Education

Bachelor's degree in Accounting/Finance

Job description

Join the Home Lending Servicing Financial Analysis team as a Finance & Business Manager, and partner across the business to advise the Chief Financial Officer & Servicing leadership on how to increase profitability.

As a Senior Associate in our Home Lending Finance & Business Management team, you will partner across the business to deliver financial and strategic analysis, coordinate expense and headcount planning, and produce management reporting. You will help ensure leaders have clear, timely insights into performance drivers, risks, and opportunities.

Job responsibilities

• Lead annual and ongoing planning activities for assigned areas, including budgeting and forecasting for expense and headcount
• Support month-end performance reviews and communicate results and outlook updates
• Analyze financial performance drivers and provide actionable insights
• Develop financial business cases for new initiatives and investments
• Track and report key performance metrics; improve data quality and reporting effectiveness
• Create senior leadership presentations with solid narrative and clear recommendations
• Perform variance analysis versus forecast and budget, explain drivers, and highlight implications

Required qualifications, capabilities and skills

• Bachelor’s degree in Accounting, Finance, or a quantitative/technical discipline
• At least 2 years of experience in financial services and/or accounting/controller roles
• Advanced Excel and PowerPoint skills
• Experience working with large data sets (data gathering, analysis, and manipulation)
• Ability to produce ad hoc reporting and analysis for senior leaders
• Advanced analytical skills, attention to detail, and ability to communicate insights clearly
• Proven ability to deliver in fast-paced environments with shifting priorities

Preferred qualifications, capabilities and skills

• Experience partnering with Finance, business stakeholders, and Financial Planning & Analysis
• Advanced prioritization, execution, and stakeholder management skills.
• Clear written and verbal communication and comfort presenting to leadership

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).