**Finance & Business Management Associate** role in Home Lending Operations, OH. Collaborate with teams to create monthly reports and budget forecasts, manage headcount and expense plans. Enhance operations' efficiency through technology. Support consumer and correspondent home lending production businesses. Key skills required: Financial analysis, Excel advanced, data visualization (Power BI, Tableau), reporting, and communication abilities. 1-2 years experience in finance-related fields required. Location: OH, USA.
Full Job Description
Location: OH, United States
As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team of peer analysts and associates who prepare monthly reporting and build budget forecasts. Finance and Business Management (F&BM) manages headcount capacity planning, annual expense budgeting, investment analysis, strategic projects, and finance reporting directly to operations leaders. Home Lending Operations is currently focused on technology initiatives that will increase efficiency, and you will help track and manage the implementation of these projects. Your reporting will support both Consumer and Correspondent Home Lending Production business, which includes all the operational functions required for Chase to provide home loans to customers and purchase loans from Correspondent clients.
Job Responsibilities:
Prepare headcount and expense forecasts for a department in Home Lending Operations, including monthly updates to finance and capacity plansPrepare capacity plans: track productivity drivers in operations functions, calculate required headcount based on forecasted loan volumes, attend meetings with department leaders to understand these drivers and plan for headcount changesProvide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecastVendor (third party) expenses: load vendor expenses to budget, prepare monthly reporting, track invoices, and process monthly expense accruals for the businessCollaborate effectively with team members and present to team leaders (Vice President, Executive Director) and Ops department leadersAbility to contribute to projects from leadership, participate effectively in meetings with peer associates, and respond quickly to feedback/assignmentsSupport business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunitiesLeverage AI/LLM (Large Language Models, similar to ChatGPT) in your daily tasksRequired Qualifications:
Bachelors degree in Business, Accounting, Finance, Economics, or other related area1-2 years of experience in Financial Analysis, Accounting, Business Reporting, or Related FieldIntermediate to Advanced Excel skills (advanced formulas)Dashboard and data visualization skills (Microsoft Power BI, Tableau, Thoughtspot)Intermediate skill with Enterprise Financial Software and Finance Excel Retrieves (e.g. Dodeca Essbase)Ability to prepare professional finance PowerPoint presentations for monthly finance reviewsIntermediate MS Office Proficiency - Outlook, Word, OneNote, PowerPointPreferred Qualifications:
Experience in Corporate FPA (Financial Planning and Analysis)Experience presenting to business leadersExcel Macros and VBA LiteracyAbility to build Alteryx workflows to synthesize and prepare large data sets for analysis As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team of peer analysts and associates who prepare monthly reporting and build budget forecasts. Finance and Business Management (F&BM) manages headcount capacity planning, annual expense budgeting, investment analysis, strategic projects, and finance reporting directly to operations leaders. Home Lending Operations is currently focused on technology initiatives that will increase efficiency, and you will help track and manage the implementation of these projects. Your reporting will support both Consumer and Correspondent Home Lending Production business, which includes all the operational functions required for Chase to provide home loans to customers and purchase loans from Correspondent clients. 
