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Consumer and Community Bank Finance, Capacity Planning, Associate

Req #: 170117859
Location: Columbus, OH, US
Job Category: Accounting/Finance/Audit/Risk
Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


We are actively seeking a Capacity Planning Associate to join the Mortgage Bank Servicing Capacity Planning Team that serves as a Capacity Planning resource to assist Mortgage leaders in managing, forecasting, and gaining insight into operations staffing.  Primary responsibilities of the team include managing the monthly capacity planning process, assisting with financial and strategic analytic projects, and providing decision support to CCB and JPMC leadership.  Developing relationships with the business and other stakeholders to gather inputs for the planning process are a significant requirement for the role.

Can you help Chase maintain lifelong, engaged relationships with our customers and help us continue to build our reputation as a performance brand in this dynamic role?


What’s My Title?

Financial Associate


How Do I Fit Into the Organization?

At Chase, you’ll have the opportunity to shape your career path and that means you can find the perfect fit for yourself while adding to the strength of the larger organization.


Is This a Job I Can Love?

You’ll love it if you enjoy working with multiple teams/customers to analyze business performance and recommend new processes to enhance profitability and reach.



  • Prepare, troubleshoot and analyze the results of capacity tools on a monthly basis
  • Prepare forecast review documents for each capacity plan revision to be distributed to operational leadership for review and discussion
  • Support forecast infrastructure by helping to collect vital data and information from MIS and operational leadership
  • Prepare insightful, high quality Senior Management presentations
  • Support ad-hoc requests from the Business and Senior Management
  • Partner with business P&A team to ensure smooth functioning of the process
  • Identify and drive continuous improvement initiatives
  • Maintain and coordinate calendar of deliverables

What Education/Experience do I Need?

Bachelor's degree (preferably in Business related field) with a minimum of 5 years relevant experience preferred


Other Requirements

Microsoft Office PC skills required, especially Excel and PowerPoint.  Essbase skills preferred. 


Comprehensive Rewards

Competitive pay; excellent benefits; a performance-based incentive program; opportunity for company advancement.


Ideal Personality Traits

Excellent analytical, organizational and communication skills are required; confidence to work across many teams essential.


Please Apply If...

If your interests and skills are in operational and financial analysis, then this is the job for you.

  • Bachelors in Finance, Mathematics or related discipline required.
  • At least 5 years of related analytical experience
  • Strong team player
  • Excellent communication and partnering skills
  • Strong analytical skills
  • Keen eye on attention to detail
  • Demonstrate organizational capabilities
  • Ability to work autonomously within team environment
  • Ability to research issues/problems and provide a 'solution-based' approach
  • Adaptable to change and ambiguity in the work environment
  • Knowledge of Excel required
  • Knowledge of Essbase preferred
  • Experience in retail financial services/banking industry preferred
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