**Finance & Business Management Associate (Consumer & Community Banking Operations)** in OH. Partner with stakeholders to drive data-driven decisions. Manage forecasting, planning, and analysis of expenses, volumes, and unit costs. Prepare clear reports and dashboards. Collaborate cross-functionally, influence senior leaders, and excel in fast-paced environments. Requires Bachelor's degree, financial planning & analysis experience, strong analytical skills, and expertise in Excel. Preference given to candidates with banking/operations experience and process improvement mindset.
Full Job Description
Location: OH, United States
Join a team that partners closely with Consumer & Community Banking (CCB) Operations leaders to turn financial data into clear insights and better decisions. Youll work with stakeholders across finance and operations, helping shape plans, explain results, and identify opportunities to improve how we run the business.
As a Finance & Business Management (F&BM) Associate in CCB Operations, you will partner with business and finance leaders to manage forecasting, planning, reporting, and analysis across key metrics such as expenses, volumes, and unit costs. Youll help deliver timely, high-quality insights that inform decisions, improve transparency, and support operational discipline. Youll work in a collaborative environment with exposure to senior stakeholders and opportunities to drive continuous improvement.
Job Responsibilities
Partner with CCB Operations and Finance stakeholders to identify risks, opportunities, and key performance driversManage the monthly forecasting process, including assumptions, inputs, and variance analysisSupport annual budget and mid-year reforecast processes, coordinating timelines and deliverablesPrepare and consolidate month-end results and deliver clear explanations of variances versus plan/forecastDevelop management reporting and dashboards to track expenses, volumes, and unit costsReview expense activity to ensure appropriate governance, transparency, and adherence to financial disciplinePerform financial and strategic analyses to support decisions and business initiativesCreate concise, executive-ready presentations and materials for senior managementMaintain a calendar of deliverables to ensure accurate, on-time reporting and smooth stakeholder engagementContribute to continuous improvement and expense efficiency initiatives across the organizationRequired Qualifications, Capabilities, and Skills
Bachelors degree (or equivalent relevant experience)Experience in financial planning, forecasting, reporting, and variance analysisStrong financial and analytical skills, including comfort working with large data setsAbility to communicate clearly in writing and verbally with business and finance stakeholdersAbility to manage multiple priorities and deadlines with attention to detailProficiency with spreadsheet and presentation tools (e.g., Excel and PowerPoint)Strong problem-solving skills and ability to challenge assumptions using dataPreferred Qualifications, Capabilities, and Skills
Experience supporting an operations organization or expense management activitiesExperience in retail financial services or bankingExperience building or enhancing dashboards and automated reporting (e.g., visualization/workflow tools)Familiarity with enterprise financial planning and reporting systemsExperience preparing materials for senior leadership and executive forumsComfort working in a fast-paced environment with changing prioritiesContinuous improvement mindset (process simplification, automation, and standardization)
Lead forecasting, insights, and reporting for Consumer and Community Banking Operations leaders to boost performance and control costs.
