**Associate Finance & Business Management - Product & Experience (Columbus, OH)**
Support the growth of Product & Experience with data-driven insights. As a F&BM Associate, you'll serve as a trusted advisor to executives, packaging financials and data into cohesive stories for strategic decision-making. Key responsibilities include: preparing executive presentations, designing management reporting packages, analyzing large datasets, budgeting, and coordinating with cross-functional teams. Bring 5+ years in Financial Services with a financial analysis or related background. Excel, PowerPoint, and strong communication skills are essential. Preferred: experience with activity-based costing, headcount budgeting, and supporting data/analytics functions. Collaborate with C&CB Data & Analytics leaders to drive business success.
Full Job Description
Location: Columbus, OH, United States
Are you someone with a proclivity for storytelling with financial datastrategic, analytical, and energetic? Do you enjoy building relationships, working with data, solving problems, and driving results in a fast-paced, collaborative environment? Join the Data & Analytics Finance & Business Management team in an exciting role supporting the growth and success of the Product & Experience organization.
As a Finance & Business Management (F&BM) Associate supporting Consumer & Community Banking Data & Analytics (Product & Experience), you will serve as a trusted advisor to D&A executivesresponsible for identifying, escalating, and mitigating business and financial risks. Youll support senior leaders and partners across Product & Experience to enable effective end-to-end execution, bringing financials and data together to tell a cohesive story. This high-impact role ensures senior management has the insights needed to plan, forecast, and drive strategy.
Job Responsibilities
Partner with Finance & Business Management to prepare executive presentations, packaging and presenting projections and performance trends that bring financials and data together into a cohesive storyDesign management reporting packages to communicate business results transparently and concisely to all constituentsCoordinate deliverables with business managers, finance, delivery managers, and other Finance & Business Management teamsCreate executive-level presentations using PowerPoint/PitchPro+ to present analysisAnalyze large data sets, assess KPI trends, and create impactful analysis to help develop strategyPartner with Finance & Business Management to budget and forecast headcount and direct expensesParticipate in the activity-based costing process used to allocate expenses across lines of business and downstream client profitability systemsInteract, collaborate, and partner with peers across business and staff areas at all levels, achieving goals without direct control over all resourcesRequired Qualifications, Capabilities, and Skills
Bachelors degree in Business, Finance, Economics, or other related area5+ years of work experience in Financial Services with a financial analysis, business management, and/or accounting/controller backgroundProven experience delivering timely, high-quality presentations and/or reporting, with strong attention to detail and a focus on design excellenceDemonstrated ability to engage different stakeholder groups and drive the agendaExcellent organization, project management, and communication skills, with a strong professional presence across all levelsSelf-motivated and tenacious, with the ability to work independently and manage time and priorities effectivelyStrong PowerPoint, Excel, Pivot Table, and Word skillsPreferred Qualifications, Capabilities, and Skills
Ability to articulate thoughtful rationale through storytelling with dataExperience with activity-based costing or expense allocation processesExperience budgeting and forecasting headcount and direct expensesExperience supporting data, analytics, product, or technology organizations Partner with Consumer & Community Banking Data & Analytics leaders, turning financials and data into executive insights.