DESCRIPTION:

Duties: Operate business cases, for new and existing technology investments including the creation of new business cases, and develop the methodology and sensitivity analysis. Challenge and rigorously review the sizing, timing and expected returns of the investments to ensure all marginal impacts are incorporated into business cases. Analyze, evaluate, and assess technology investments for viability through an understanding of the current economic landscape and its potential impact. Translate quantitative information into actionable insights for the CFO organization. Monitor changes and communicate impacts to future benefits and business results in a timely manner to business finance teams. Conduct post-implementation reviews of initiatives by evaluating changes to assumptions and reviewing outcomes against the original business cases. Combine traditional analytics with creative solutions to provide insights and analysis to support decision-making for stakeholders. Prepare annual operational budgets, forecasts, and business plans for the partnerships business and product teams. Track and report performance against financial and non-financial metrics and ensure the accuracy and compliance of all expense-related line items with company policy. Prepare monthly earnings estimates and earnings variance explanations.

QUALIFICATIONS:

Minimum education and experience required: 3- or 4-year Bachelor's degree in Accounting, Finance, Economics, Commerce, or related field of study plus 7 years of experience in the job offered or as Financial Analysis, Financial Analyst, Financial Planning and Analysis, Accountant, or related occupation.

Skills Required: This position requires experience with the following: analyzing, reading, and interpreting profit and loss statements, including Net Interest Income, Expenses, alternate revenue streams, and exposure to balance sheet; constructing complex financial models for expenses and revenue through data collection, time series analysis, and scenario analysis to forecast future financial performance, evaluate opportunities, and support strategic decision-making; developing business cases through collaboration, qualitative analysis, stakeholder identification, and ROI analysis; evaluating and presenting business cases and their benefits supported by the following types of financial analyses: break-even, valuation, trend, variance, scenario and sensitivity, vertical and horizontal, market, and risk; categorizing and analyzing variances between actual and budgeted financial performance, identifying root causes, and recommending corrective action; calculating key metrics including: Return on Equity, Return on Assets, and Discounted Cash Flow; interpreting micro and macro- economic variables and drivers; managing and optimizing operational expenses, including budgeting, forecasting, cost control, expense analysis, process optimization, and vendor management to ensure efficient and cost-effective business operations; designing and developing interactive Excel and PowerPoint reports with VLOOKUP, INDEX MATCH, data analysis add-ons, and pivot tables; data manipulation, structuring, design flow, and query optimization using SQL; SAP or Oracle enterprise resource planning systems for financial reporting and analysis.

Job Location: 1111 Polaris Parkway, Columbus, OH 43240.

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