Reporting & Automation - Retail Banking - Senior Associate
Yesterday• Columbus, OH
Global Finance & Business Management works to strategically manage capital, foster growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and promote decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
As a Reporting & Automation Senior Associate for the Consumer Bank, you will analyze, prepare, and reconcile financial and business results, as well as develop and automate reports and processes to streamline operations and minimize cycle times. You will leverage advanced Excel skills and have a preference for experience with Python, VBA, and Alteryx to foster automation and process improvement. You will collaborate with peers and colleagues across the broader Consumer Bank Finance organization on special projects and reporting initiatives, delivering actionable insights and supporting business decision-making.
Job responsibilities
- Assist in National field performance financial analysis and reporting
- Develop, automate, and maintain reporting solutions using Excel, Python, VBA, and Alteryx to improve efficiency and accuracy
- Collaborate effectively across all Consumer & Community Banking field finance organizations, business/segment partners and other key partners (e.g. Compensation, HR, Legal, Controls, Risk)
- Conduct as-needed financial analysis based on senior management requests and develop presentation materials
- Manage the development and production of field performance reporting packages for Consumer Bank field leadership and Branch Banking divisional business management teams, focused on evaluating financial outcomes and branch and banker behavior trends
- Assist with process improvement initiatives and identify opportunities for automation across reporting and analytics
- Maintain superior controls and resiliency standards
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Required qualifications, capabilities and skills
- At least 4 years of experience in Finance, Analytics or Process Improvement
- Bachelor's Degree in Finance, Data Analytics, Statistics, or related field
- Advanced proficiency in Excel
- Experience with data analytics, data mining/gathering, and manipulation of data sets; ability to present conclusions concisely
- Proficient in PowerPoint and reporting/presentation deck creation
- Highly organized and attentive to detail
- Advanced analytical, problem solving, and planning skills
- Solutions-oriented and focused on continuous improvement
- Excellent written and verbal communication skills and advanced presentation skills
- Experience with process improvement and automation
- Inquisitive, enthusiastic, and diligent, with the ability to challenge peers constructively
Preferred qualifications, capabilities and skills
- Experience with Python, VBA, and Alteryx
- Proven ability to take initiative and achieve results
- Skilled and comfortable at working in a highly matrixed organization
- Ability to manage multiple (and changing) project deliverables at same time
- Business savvy and commercial judgment
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
Client-provided location(s): Columbus, OH
Job ID: JPMorgan-210681481
Employment Type: FULL_TIME
Posted: 2026-01-23T19:08:32
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion