Bulge Bracket Investment Banks

Posted 13 days ago

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**Associate Finance & Business Management Role in Columbus, OH** Support Consumer Bank's Branch Network Optimization and One Chase Strategy as a Finance & Business Management Associate. Key responsibilities include: - Strategic analysis, budgeting, forecasting, and reporting for key financial and operational metrics. - Portfolio analysis and competitor market intelligence for deposit trends and sales strategy implications. - Collaborative partnerships across the bank to ensure accurate data and actionable insights. Candidates should possess: - Bachelor's degree in Business, Finance, or a related field. - 3+ years of relevant financial services experience. - Proficiency in Excel and PowerPoint/PitchPRO+, with Essbase experience a plus. - Excellent communication, problem-solving, and interpersonal skills. - Ability to thrive in a fast-paced environment and drive tasks to completion. This role demands strong follow-through, initiative, and a commitment to data quality and risk management.

Compensation: Not specified
City: Columbus
Country: United States

Full Job Description

Location: Columbus, OH, United States

Join the Branch Network Finance team supporting key priorities for the Consumer Bank, including Branch Network Optimization and the One Chase Sales Strategy. In this role, you will serve as a trusted finance partner to the Branch Network Optimization & One Chase Strategy organization and collaborate closely with stakeholders across the Consumer Bank (e.g., Branch Network CFO, Data & Analytics, Field Finance).

As an Associate on the Branch Network Finance team, you will support core finance functions (e.g., financial analysis, business management, planning & analysis, business cases) and special projects spanning competitive intelligence on deposit market share and branch networks. In this strategic and analytical role, you will help inform stakeholders as we execute plans to deliver new branches and meet client financial needs through our national branch footprint. This role requires a highly motivated self-starter who consistently delivers, thrives in a fast-paced environment, and executes effectively with clear direction and structured priorities.

Job responsibilities

Conduct quantitative and qualitative analyses to inform the strategic priorities of the Branch Expansion & One Chase Strategy organization, with clear problem framing, structured outputs, and actionable recommendations.
Support budgeting, forecasting, and reporting for P&L, headcount, OKRs, and other key financial/operational metrics for BAU reviews and ad hoc requests; reconcile variances and identify drivers to inform decisions.
Partner with stakeholders to gather and validate key data inputs for ongoing business case development and portfolio reviews; ensure assumptions and methodologies are well documented.
Aggregate and transform data from multiple sources into organized, decision-ready formats; prepare deep-dive analyses on new-build branch portfolios to identify performance trends, key drivers, and leading indicators.
Support the annual FDIC deposit market share process; develop subject-matter expertise and surface national and local market trends benchmarking Chase to peers for incorporation into leadership forums (e.g., Investor Day, Operating Committee Market Visits).
Analyze competitor branch distribution strategies using industry data (e.g., quarterly branch count files, earnings materials, industry conferences, press releases) to identify implications for our footprint and sales strategy.
Maintain strong governance over data accuracy, ensure appropriate documentation and auditability of analyses and assumptions, and adhere to risk, compliance, and controls expectations.
Create concise, executive-ready materials that synthesize insights and recommended actions for senior audiences.

Required qualifications, skills, and capabilities:

Bachelors degree in Business, Finance, Economics, or related field.
3+ years of relevant Financial Services experience in financial analytics, strategy, or business management.
Excellent verbal and written communication skills; ability to translate complex analyses into concise insights and executive-level presentations tailored to senior stakeholders.
Strong quantitative and problem-solving skills with high proficiency in Excel and PowerPoint/PitchPRO+
Ability to manage assignments in a fast-paced environment, prioritize effectively, seek clarification when needed, and drive tasks to completion against deadlines.
Demonstrated ability to work cross-functionally, build strong partnerships, and influence outcomes through collaboration.
Strong follow-through, initiative, and sense of urgency; high attention to detail and ownership over deliverables.
Commitment to risk management, data quality, and adherence to controls.

Preferred qualifications, skills, and capabilities:

Experience with Essbase (preferred) or similar planning/analytics tools a plus.

FP&A, data-driven branch optimization, competitor/market analysis, exec-ready insights.

Full Job Description

Location: Columbus, OH, United States

Job responsibilities

Conduct quantitative and qualitative analyses to inform the strategic priorities of the Branch Expansion & One Chase Strategy organization, with clear problem framing, structured outputs, and actionable recommendations.
Support budgeting, forecasting, and reporting for P&L, headcount, OKRs, and other key financial/operational metrics for BAU reviews and ad hoc requests; reconcile variances and identify drivers to inform decisions.
Partner with stakeholders to gather and validate key data inputs for ongoing business case development and portfolio reviews; ensure assumptions and methodologies are well documented.
Aggregate and transform data from multiple sources into organized, decision-ready formats; prepare deep-dive analyses on new-build branch portfolios to identify performance trends, key drivers, and leading indicators.
Support the annual FDIC deposit market share process; develop subject-matter expertise and surface national and local market trends benchmarking Chase to peers for incorporation into leadership forums (e.g., Investor Day, Operating Committee Market Visits).
Analyze competitor branch distribution strategies using industry data (e.g., quarterly branch count files, earnings materials, industry conferences, press releases) to identify implications for our footprint and sales strategy.
Maintain strong governance over data accuracy, ensure appropriate documentation and auditability of analyses and assumptions, and adhere to risk, compliance, and controls expectations.
Create concise, executive-ready materials that synthesize insights and recommended actions for senior audiences.

Required qualifications, skills, and capabilities:

Bachelors degree in Business, Finance, Economics, or related field.
3+ years of relevant Financial Services experience in financial analytics, strategy, or business management.
Excellent verbal and written communication skills; ability to translate complex analyses into concise insights and executive-level presentations tailored to senior stakeholders.
Strong quantitative and problem-solving skills with high proficiency in Excel and PowerPoint/PitchPRO+
Ability to manage assignments in a fast-paced environment, prioritize effectively, seek clarification when needed, and drive tasks to completion against deadlines.
Demonstrated ability to work cross-functionally, build strong partnerships, and influence outcomes through collaboration.
Strong follow-through, initiative, and sense of urgency; high attention to detail and ownership over deliverables.
Commitment to risk management, data quality, and adherence to controls.

Preferred qualifications, skills, and capabilities:

Experience with Essbase (preferred) or similar planning/analytics tools a plus.

FP&A, data-driven branch optimization, competitor/market analysis, exec-ready insights.

Finance & Business Management - Associate

Full Job Description

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