JPMorganChase · 1 week ago
Finance & Business Management - Associate - Home Lending Operations
Columbus, OH
Full-time
Onsite
Entry Level
2+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals. As an Associate of Finance & Business Management in Home Lending Operations, you will work closely with a team to prepare monthly reporting, build budget forecasts, and manage technology initiatives to increase efficiency in home lending operations.
Asset ManagementBankingFinancial Services
Responsibilities
Prepare headcount and expense forecasts for a department in Home Lending Operations, including monthly updates to finance and capacity plans
Prepare capacity plans: track productivity drivers in operations functions, calculate required headcount based on forecasted loan volumes, attend meetings with department leaders to understand these drivers and plan for headcount changes
Provide variance analysis in monthly financial reporting - explaining why actual expenses and headcount vary from budget forecast
Vendor (third party) expenses: load vendor expenses to budget, prepare monthly reporting, track invoices, and process monthly expense accruals for the business
Collaborate effectively with team members and present to team leaders (Vice President, Executive Director) and Ops department leaders
Ability to contribute to projects from leadership, participate effectively in meetings with peer associates, and respond quickly to feedback/assignments
Support business cases (NPV, IRR, Capex Analysis) to understand the trade-offs between different investment opportunities
Leverage AI/LLM (Large Language Models, similar to ChatGPT) in your daily tasks
Qualification
Required
Bachelor's degree in Business, Accounting, Finance, Economics, or other related area
2+ years of experience in Financial Analysis, Accounting, Business Reporting, or Related Field
Intermediate to Advanced Excel skills (advanced formulas)
Dashboard and data visualization skills (Microsoft Power BI, Tableau, Thoughtspot)
Intermediate skill with Enterprise Financial Software and Finance Excel Retrieves (e.g. Dodeca Essbase)
Ability to prepare professional finance PowerPoint presentations for monthly finance reviews
Intermediate MS Office Proficiency - Outlook, Word, OneNote, PowerPoint
Preferred
Experience in Corporate FPA (Financial Planning and Analysis)
Experience presenting to business leaders
Excel Macros and VBA Literacy
Ability to build Alteryx workflows to synthesize and prepare large data sets for analysis
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-16
2026-01-13
2026-01-08
Company data provided by crunchbase