Chase · 1 week ago
Reporting & Automation - Retail Banking - Senior Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior Level
4+ years expChase 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. 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.
BankingFinancial Services
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
Qualification
Required
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
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
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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2026-01-18
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