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Job Description

Join the Consumer Bank Branch Network (BN) Finance team as a Senior Associate focused on Real Estate (Retail) financial analysis. In this onsite role in Columbus, OH, you will support expense forecasting, deliver financial insights and reporting, and partner across Finance and Real Estate to inform branch network investment decisions.

Key Responsibilities

  • Produce monthly reporting to track real estate transaction and project timing, cost changes, and implications for full-year outlook.
  • Create recurring and ad hoc analyses to support expense forecasting, explain variances, and enable informed decision-making.
  • Develop executive-ready materials, including slide decks, for Finance and Real Estate business reviews.
  • Maintain branch count and new-build projections for Budget planning, risk scenarios, and external communications.
  • Conduct branch-level and general ledger deep dives to identify drivers, risks, and opportunities.
  • Support the development of business cases for real estate investments at the branch and/or market level.
  • Identify ways to improve reporting efficiency through automation and adoption of new tools and technology, including AI-enabled workflows.
  • Build and apply working knowledge of Consumer Bank finance processes, such as monthly close cadence, approvals, and control requirements.

Required Qualifications

  • 4+ years of work experience in Finance, Accounting, or a related role.
  • Advanced skills in Excel and PowerPoint.
  • Strong written and verbal communication skills, with the ability to influence and collaborate across functions.
  • Strong analytical capability and attention to detail, with an ability to synthesize complex data into clear, concise conclusions.
  • Effective time management and prioritization skills in a deadline-driven environment.
  • Experience supporting recurring processes with a continuous improvement mindset.
  • Ability to create and deliver ad hoc reporting for senior management.
  • Proficiency with Essbase and SAP/CDGL (or comparable financial systems).

Tools and Technologies

  • Excel
  • PowerPoint
  • Essbase
  • SAP/CDGL

Work Authorization and Additional Information

  • Applicants must be authorized to work in the United States.
  • Employment-based immigration sponsorship is not provided for this role.
  • JPMorgan Chase & Co. does not provide assistance or sign documentation supporting other immigration sponsorship or benefits, including OPT or CPT.
  • This role is not eligible for relocation assistance.

Team Overview

The Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting, and proactively manage risk. Teams use information, analysis, and recommendations to improve results and guide decisions so the organization can navigate market conditions while protecting its balance sheet.

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