Lead Finance Analyst jobs at Wells Fargo - 30 jobs

We are looking for a talented individual to help provide dedicated support to the Midwest Division. If you have knowledge of financial principles, are passionate about building relationships & being a strategic partner, enjoy influencing others, working on different projects and possess analytical skills, this is the role for you! As a Finance Business Manager in the Consume and Community Banking Team you will, support the Chase Wealth Management CEO and the field organization of 5,000 advisors. The Business Management team closely partners with the field leadership team comprised of four Divisional Directors of Wealth Management (East, Central South, Midwest, and West) and 27 Regional Directors to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day. Job responsibilities Collaborate with the broader Field Finance & Business Management team, provides analytical and business management support for the Wealth Management business, with the responsibility for supporting division's and region's performance from every relevant perspective Maintain an understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team Perform regular and ad hoc analysis in support of financial and strategic goals Prepare business review materials Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting Contribute to national initiatives Required qualifications, capabilities, and skills Bachelor's degree in Finance-related field 2+ years relevant Financial Services experience Outstanding written and verbal communication Proficiency in Microsoft Office and other financial applications; experience with Tableau Knowledge and understanding of financial principles and ability to link results to activities Ability to work collaboratively and develop strong relationships across the organization Excellent personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time Business savvy and commercial judgment Some travel may be required 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

JobID: 210687506 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $88,000.00-$125,000.00;Jersey City,NJ $88,000.00-$125,000.00;Columbus,OH $72,000.00-$100,000.00;Plano,TX $76,000.00-$117,000.00 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Finance & Business Management at JPMorganChase The Office of the Chief Financial Officer (OCFO) is a firmwide function that provides support to manage the business processes, systems, infrastructure and strategy that help sustain and drive the firm's operations and performance. OCFO consists of Global Finance & Business Management, Treasury/Chief Investment Office, Control Management, the Chief Administrative Office and Firmwide Business Resiliency. There are about 16,000 colleagues around the globe within OCFO who work together to support the firm's lines of businesses and functional areas.. What We Look For You will be a creative, innovative team player with analytical, technical, problem solving, planning and organizational skills. You must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex issues in an organized and articulate manner. The ability to build and maintain good clients and colleague relationships is a crucial requirement of the program. Prior experience in an accounting or finance team in a corporate environment is highly beneficial.

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. Responsibilities * Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities * Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls * Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing * Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable * Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams * Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change Required Qualifications, Skills, and Capabilities * Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) * 1 plus years accounting or industry experience * Experience with financial reporting and month end close responsibilities & understanding of financial products * Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies * Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups * A growth mindset with a passion for learning and building strong professional networks * Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data * Proficient desktop/spreadsheet/database skills Preferred qualifications, capabilities and skills * Alteryx, Databricks and/or other automation technologies * Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements * Understanding of Mortgage and / or Auto Capital Markets

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. Responsibilities Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change Required Qualifications, Skills, and Capabilities Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) 1 plus years accounting or industry experience Experience with financial reporting and month end close responsibilities & understanding of financial products Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups A growth mindset with a passion for learning and building strong professional networks Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data Proficient desktop/spreadsheet/database skills Preferred qualifications, capabilities and skills Alteryx, Databricks and/or other automation technologies Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements Understanding of Mortgage and / or Auto Capital Markets

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. Job responsibilities: Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: Bachelor's degree in Accounting Minimum 3+ years of related experience Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues General Ledger, financial reporting and month end close responsibilities experience Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Excellent desktop/spreadsheet/database skills Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment Excellent verbal and written communication skills Preferred qualifications, capabilities, and skills: Existing relationships and networks within the firm's Investment Bank community an advantage

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. **Job responsibilities:** + Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards + Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency + Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business **Required qualifications, capabilities, and skills:** + Bachelor's degree in Accounting + Minimum 3+ years of related experience + Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues + General Ledger, financial reporting and month end close responsibilities experience + Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage + Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups + Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems + Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies + Excellent desktop/spreadsheet/database skills + Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment + Excellent verbal and written communication skills **Preferred qualifications, capabilities, and skills:** + Existing relationships and networks within the firm's Investment Bank community an advantage JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join a dynamic role at JPMorgan Chase as a Financial Controller. The Financial Control function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Control Associate, on the Consumer & Community Banking (CCB) team, your role will be responsible for supporting several trading businesses across multiple asset classes. Some of the most common functions and activities that are owned by Financial Controllers are daily and monthly profit and loss (P&L) reconciliations, balance sheet reconciliation, balance sheet substantiation and metric reporting & governance, inter-entity control and governance, manual accounting / bookings to the general ledger, and operating systems as well as reporting controls, and the month end close process & coordination. In this role, you will have regular interaction with various stakeholders outside of your direct team. Your work will be seen, your ideas will be valued, and your growth will be supported. **Responsibilities** + Ensure the integrity and accuracy of the financial data including income statement and balance sheet while supporting the month end, quarter end, and year end activities + Enhance the overall control environment around the financial reporting function and mobilize change wherever possible in order to simplify processes and enhance controls + Drive process improvements and automation initiatives to increase operational efficiency, utilizing Alteryx for workflow automation and data processing + Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable + Work closely with business partners including Financial Controllers, Product Controllers, Legal Entity Controllers, Capital Markets Middle Office, Technology, Operations and Planning & Analysis teams + Engage in line of business initiatives and projects, work to become the financial control subject matter expert and have the ability to proactively identify process and/or infrastructure enhancements and work with stakeholders to enact change **Required Qualifications, Skills, and Capabilities** + Bachelor's degree in Accounting, Finance, or Business (or equivalent experience) + 1 plus years accounting or industry experience + Experience with financial reporting and month end close responsibilities & understanding of financial products + Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies + Clear communicator with ability to build and maintain partnerships within the various business partners aligned to the businesses and across other corporate financial, treasury, and accounting groups + A growth mindset with a passion for learning and building strong professional networks + Exceptional attention to detail and ability to identify, investigate, and resolve discrepancies in financial data + Proficient desktop/spreadsheet/database skills **Preferred qualifications, capabilities and skills** + Alteryx, Databricks and/or other automation technologies + Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements + Understanding of Mortgage and / or Auto Capital Markets JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

The Financial Controller function is primarily focused on ensuring the accuracy, integrity and timeliness of the firm's books and records with an emphasis on general ledger, operating systems and infrastructure controls across the entire lifecycle of the business. As a Financial Controller Associate, you will assist with balance sheet reconciliation / certification, balance sheet substantiation and GLRS reporting & governance, inter-entity control and governance, manual accounting / bookings to the GL, and operating systems and the month end close process & coordination. Job responsibilities: Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business Required qualifications, capabilities, and skills: Bachelor's degree in Accounting Minimum 3+ years of related experience Strong understanding of securities and derivatives products; Able to critically challenge with the goal of identifying control issues General Ledger, financial reporting and month end close responsibilities experience Comfortable liaising with business and risk managers; relationships and networks within the firm's IB community an advantage Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems Strong analytical skills: Ability to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies Excellent desktop/spreadsheet/database skills Excellent organizational and problem-solving skills; able to multi-task in a constantly changing environment Excellent verbal and written communication skills Preferred qualifications, capabilities, and skills: Existing relationships and networks within the firm's Investment Bank community an advantage JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Senior Finance Analyst - Embedded Banking About the Job As a Senior Finance Analyst, you will be responsible for helping to drive the financial performance of the bank's Enterprise Payments function. This role plays a key part in shaping the financial performance and strategic direction of our Embedded Banking business, providing high‑visibility insights to the Commercial Bank CFO and Head of Commercial Product. Essential Job Functions Financial Strategy & Forecasting: ownership of the long-term forecasting processes using data to support forward-looking expectations Business Partnership & Leadership Support: works closely with product and finance leadership to deliver transparent financial results and strategic alignment Reporting & Performance Analytics: delivers consistent, accurate and insightful reporting on financial results with an emphasis on business drivers Provide regulatory & compliance support as needed Ad‑hoc analysis & special projects as needed Required Qualifications Bachelor's Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field) 3+ years of experience in Finance, Payments, Product Management or related field Proficiency in Microsoft Office Suite (Excel and PowerPoint) required Strong analytical and problem-solving skills, able to find the real drivers behind results Strategic mindset with the ability to help the business plan, pivot and grow Demonstrated experience partnering with senior business leaders, providing strategic guidance, and influencing decisions without direct authority Excellent communication and executive‑level presentation skills, including the ability to tell a compelling “story” with financial data Experience working with large complex data sets and translating data into financial models Organized self-starter with a bias for action and ownership attitude Strong business acumen, with the ability to understand operational drivers, market dynamics, and how business decisions impact financial outcomes Ability to work in a fast‑paced, cross‑functional environment, balancing short‑term deadlines with long‑range planning Preferred Skills Experience with SQL and Google Big Query Commercial Banking experience or exposure to Payment products Experience with data visualization applications (Tableau) Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Senior Lead Finance Analyst - Key Merchant Services About the Job As a Senior Lead Finance Analyst, you will be responsible for helping drive the financial performance of the bank's Enterprise Payments function. This role provides critical financial and strategic support of Key's Merchant Service product offering. This analyst will be responsible for support of forecasting and strategic planning process, management reporting, and business unit financial analysis. Candidate must be comfortable working in a fast paced and dynamic environment with ability to provide solutions and analysis with limited direction at times. Essential Job Functions Financial and strategic partner working closely with Product Leadership, and other internal Finance partners on the following: Owns the short and long term forecasting process and provides context to Line of Business Finance partners across Middle Market, Real Estate, Institutional and Consumer Develops or enhances existing driver based forecast models using product and client data to predict financial performance Merchant Services fees Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Presents to senior Leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities Complete required external and regulatory reports as needed Identify opportunities to improve internal team processes Provide research on miscellaneous items and complete ad hoc analysis as necessary Develop strong working relationships with business unit Leadership, peers, and partners Required Qualifications Bachelor's Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field) 5+ years of experience in Finance, Product Management or related field Proficient in Microsoft Office Suite (Excel and PowerPoint) Experience working with large complex data sets with emphasis on synthesizing patterns Organized self-starter with a bias for action and ownership attitude Strong financial acumen Detail oriented with the ability to thoroughly analyze and problem solve with limited direction Strategic mindset with the ability to connect data to financial outcomes Excellent interpersonal skills with the ability to establish solid working relationships across teams and experience levels Strong verbal and written communication skills Proven team player, willing to assist others as needed to ensure that group deadlines are met, and quality standards are achieved Ability to manage time and prioritize multiple tasks effectively Preferred Skills Experience with data visualization applications (Tableau) preferred Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred Experience with SQL and Google Big Query preferred Commercial Banking experience with exposure to Payment products Compensation and Benefits Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance. #LI-BS2 COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

The Financial Administration Senior Analyst, Assistant Vice-President ("AVP") oversees the analysis, monitoring, and implementation of expense budgets as well as ensures timely payment of fund expenses. Additionally, AVPs coordinate and review the monthly and annual excise distribution processes, along with other reporting such as Total Returns, Board reporting and year-end tax reporting requirements. The AVP collaborates with other members of Financial Administration to support the review of monthly, semi-annual and annual reports for investment companies in accordance with U.S. Generally Accepted Accounting Principles ("GAAP") and Securities and Exchange Commission ("SEC") requirements as they relate to core functions previously mentioned. + Are the primary contact for clients; respond proactively to internal and external client inquiries + Are responsible for timely and accurate expense budgeting and payments + Coordinates and reviews the monthly and annual excise distribution process + Oversee monthly and quarterly client reporting (e.g. Total Returns and preparation of Board reports) + Coordinates fund year-end reporting (e.g. 1099-NEC and ICI Reporting) + Support the preparation and review of financial statements and SEC filings (e.g. N-PORT, N-MFP, N-CSR, N-CEN and 24F-2, N-1A etc.) + Demonstrate an advanced understanding of investment types, mutual funds, ETFs and financial markets + Lead training sessions to increase the team's knowledge + Identifies and/or implements process improvements to reduce risk and improve efficiency + Manage client projects and initiatives + Participates in department committees and other initiatives **Qualifications** Job Specifications: + Bachelor's Degree in Accounting, Finance, or business-related area or equivalent work experience + 5-7 years accounting or reporting experience in the registered investment company or financial services industry + Prior team lead or supervisory experience preferred + Experience with FIS InvestOne fund accounting platform, including MBOR and OLE functionality, is a plus + Experience with Confluence Unity platform, including Publishing and Workbook functionality, is a plus + Advanced experience working with Microsoft Office applications required, specifically Excel Ability to demonstrate the following attributes consistently: + Excellent attention to detail, a sense of urgency for deadlines, and solid organizational skills + Excellent written and verbal communication skills and interpersonal skills to foster client and internal relationships + Oversee the completion of daily workflow in accordance to internal controls and procedures + Proactively balance team resources and workflow requirements + Willingness to work outside of normal work hours when necessary, particularly during peak production cycles + Conduct monthly coaching/feedback sessions with direct staff + Escalate issues timely and appropriately to senior management + Develop/deliver executive summary reporting to senior management and clients + Oversee projects effectively + Motivated to continuous self-improvement + Ability to promote a positive working environment and influence others to embody the Citi Culture **Benefits** + Competitive industry salary + Family medical, dental and vision insurance + Variety of flex spending accounts + Short- and long-term disability coverage + Retirement Account (401k) with generous employer match + Paid vacation, sick time and paid holidays + Generous maternity and paternity leave (after 1 year of employment) + Tuition reimbursement + Wellness program ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Fund Accounting ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Columbus Ohio United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $81,600.00 - $122,400.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 20, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

This position will provide forecasting and reporting support to executive leadership to help make informed decisions. The individual will report to the Director, Brokerage Accounting, and will be responsible for designing, developing and producing financial reporting and analysis to serve our business clients and assist in cross functional activities. Primary responsibilities include: Providing accurate and insightful financial reporting. Performing financial analysis to identify areas for financial performance improvement. Effectively communicate results, insights, and recommendations to the Finance leadership team. Conducting ad-hoc financial performance analysis to assist in understanding forecast results and trends. Essential Job Functions Generate daily scorecards and dashboards for securities, derivatives and FX sales and trading functions and associated inventory. Monitor, calculate and report on liquidity and net capital for the broker-dealers within KeyCorp on a daily basis in accordance with the SEC and FINRA Rules and guidance. Generate regulatory reports for broker-dealers to be filed with the SEC and generate supporting schedules to be incorporated into regulatory reports filed with the Federal Reserve. Work closely with Procurement to ensure supplier management is coordinated between the suppliers, the line of business users, Accounts Payable and KBCM Finance. Ensure costs of services are appropriately allocated across lines of business. Provide proactive ideas, advice, and financial modeling for strategic plans, forecasts, performance management, and product profitability. Leverage ad-hoc financial performance analysis to assist business partners in strategic decision making & understanding drivers behind profit/loss outcomes. Provide financial guidance and supporting financial evaluations of proposed initiatives and technology investments via the following activities: gathering assumptions, preparing financial projections, and measuring profitability. Provide guidance and act as liaison between line of business and selected partners relative to financial performance. Partners include but are not limited to human resources, marketing, credit, technology, accounting, and other LOB segments. Partner with team members, business line leadership, product teams, and finance peers & management in Treasury and Accounting on daily, monthly, and quarterly tasks Provide accurate and insightful financial reporting, including but not limited to volumes, balance sheet & income statement drivers. Perform periodic liquidity stress testing for the broker-dealers. Develop understanding of applicable regulatory guidance for conformity with SEC Net Capital, books and records, and Customer Protection Rules. Develop automation to ensure functions performed are efficient. Required Qualifications Bachelors Degree (Finance, Accounting, Economics or related field) Organized self-starter with the ability to think and work independently and creatively Strong financial and/or accounting acumen Strong analytical, problem solving, and decision making skills Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise Strong verbal and written communication skills Proficient in project management/proven ability to lead cross functional team projects Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved Ability to manage time and multiple tasks effectively Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction Possess Series 27 securities licensure or be able to obtain such licensure within one year. Preferred Skills: Proficient in Microsoft Office Suite (Excel, Word, Outlook and PowerPoint) Experience working with financial system reporting environments (i.e., Cognos, Workday, Tableau, etc.) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 03/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

This position will provide forecasting and reporting support to executive leadership to help make informed decisions. The individual will report to the FP&A Finance Manager and will be responsible for designing, developing and producing financial reporting and analysis to serve our business clients and assist in cross functional activities. Primary responsibilities include: Providing accurate and insightful financial reporting. Performing financial analysis to identify areas for financial performance improvement. Effectively communicate results, insights, and recommendations to the Finance leadership team. Conducting ad-hoc financial performance analysis to assist in understanding forecast results and trends. Essential Job Functions Complete and communicate monthly/quarterly/annual analysis of financial results and performance to targets. Provide information related to business initiatives & drivers of favorable and unfavorable performance. Provide proactive ideas, advice, and financial modeling. Provide guidance and act as liaison between FP&A and selected partners, relative to financial performance. Partners include, but are not limited to, accounting, human resources, marketing, technology, treasury, and other line of business segments. Required Qualifications Bachelors Degree (Finance, Accounting or related field) 2+ years of analytical experience in Finance, Business or related field Organized self-starter with the ability to think and work independently and creatively Strong financial and/or accounting acumen Strong analytical, problem solving, and decision making skills Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise Strong verbal and written communication skills Proficient in project management/proven ability to lead cross functional team projects Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved Ability to manage time and multiple tasks effectively Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction Preferred Skills: Proficient in Microsoft Office Suite (Excel and PowerPoint) Experience working with financial system reporting environments (i.e., Adaptive, Office Connect, Balance Sheet Planning etc.) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Hybrid

Lead Finance Analyst - Commercial Card & Automation About the Job As a Lead Finance Analyst, you will be responsible for helping to drive the financial performance of the bank's Enterprise Payments function. This role plays a key part in shaping the financial performance and strategic direction of our Commercial Card & Automation business, providing high‑visibility insights to the Commercial Bank CFO and Head of Commercial Card & Automation. Essential Job Functions Financial Strategy & Forecasting: ownership of the long-term forecasting processes using data to support forward-looking expectations Business Partnership & Leadership Support: works closely with product and finance leadership to deliver transparent financial results and strategic alignment Reporting & Performance Analytics: delivers consistent, accurate and insightful reporting on financial results with an emphasis on business drivers Provide regulatory & compliance support as needed Ad‑hoc analysis & special projects as needed Required Qualifications Bachelor's Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field) 2+ years of experience in Finance, Payments, Product Management or related field Proficiency in Microsoft Office Suite (Excel and PowerPoint) required Strong analytical and problem-solving skills, able to find the real drivers behind results Strategic mindset with the ability to help the business plan, pivot and grow Demonstrated experience partnering with senior business leaders, providing strategic guidance, and influencing decisions without direct authority Excellent communication and executive‑level presentation skills, including the ability to tell a compelling “story” with financial data Experience working with large complex data sets and translating data into financial models Organized self-starter with a bias for action and ownership attitude Strong business acumen, with the ability to understand operational drivers, market dynamics, and how business decisions impact financial outcomes Ability to work in a fast‑paced, cross‑functional environment, balancing short‑term deadlines with long‑range planning Preferred Skills Experience with SQL and Google Big Query Commercial Banking experience or exposure to Payment products Experience with data visualization applications (Tableau) Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Senior Finance Analyst - Embedded Banking About the Job As a Senior Finance Analyst, you will be responsible for helping to drive the financial performance of the bank's Enterprise Payments function. This role plays a key part in shaping the financial performance and strategic direction of our Embedded Banking business, providing high‑visibility insights to the Commercial Bank CFO and Head of Commercial Product. Essential Job Functions Financial Strategy & Forecasting: ownership of the long-term forecasting processes using data to support forward-looking expectations Business Partnership & Leadership Support: works closely with product and finance leadership to deliver transparent financial results and strategic alignment Reporting & Performance Analytics: delivers consistent, accurate and insightful reporting on financial results with an emphasis on business drivers Provide regulatory & compliance support as needed Ad‑hoc analysis & special projects as needed Required Qualifications Bachelor's Degree (Finance, Accounting, Economics, Data Science, Mathematics, or related field) 3+ years of experience in Finance, Payments, Product Management or related field Proficiency in Microsoft Office Suite (Excel and PowerPoint) required Strong analytical and problem-solving skills, able to find the real drivers behind results Strategic mindset with the ability to help the business plan, pivot and grow Demonstrated experience partnering with senior business leaders, providing strategic guidance, and influencing decisions without direct authority Excellent communication and executive‑level presentation skills, including the ability to tell a compelling “story” with financial data Experience working with large complex data sets and translating data into financial models Organized self-starter with a bias for action and ownership attitude Strong business acumen, with the ability to understand operational drivers, market dynamics, and how business decisions impact financial outcomes Ability to work in a fast‑paced, cross‑functional environment, balancing short‑term deadlines with long‑range planning Preferred Skills Experience with SQL and Google Big Query Commercial Banking experience or exposure to Payment products Experience with data visualization applications (Tableau) Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/23/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

Job Brief This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance. This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts. Essential Job Functions Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank: Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Owns the short and long term forecasting process Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees Develop full funnel reporting for new markets performance and profitability Perform ad hoc analyses on market performance including post-mortem analyses Presents to senior leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities Complete required external and regulatory reports as needed Provide research on miscellaneous items and complete ad hoc analysis as necessary Develop strong working relationships with business unit leadership, peers, and partners Required Qualifications Bachelors Degree (Finance, Accounting or related field) 4+ years of diverse analytical experience in Finance, preferably with exposure to banking Organized self-starter with the ability to think and work independently and creatively Strong financial and/or accounting acumen Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction Proficient in Microsoft Office Suite (Excel, Access and PowerPoint) Ability to manage time and prioritize multiple tasks effectively Preferred Skills Experience with data visualization applications (Tableau) preferred Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred Experience with SQL and Google Big Query preferred Commercial Banking experience COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Provides financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management. Develops and maintains spreadsheets and statistical models for financial analysis. Prepares a variety of management presentations. Researches and resolves problems and errors in data from financial reporting systems. May provide assistance in the development of financial applications. May prepare interest rate pricing and forecasting information for use in asset and liability management. Financial and statistical data developed is used by management in policy setting and decision making. **Basic Qualifications** - Bachelor's degree, or equivalent work experience - Typically five or more years of related experience **Preferred Skills/Experience** - Working knowledge of financial analysis techniques and general accounting procedures - Well-developed mathematical and analytical skills - Thorough knowledge in financial analysis, forecasting, and planning - Ability to identify and resolve exceptions and to analyze data - Strong technical skills related to data mining and visualization tools - Master's degree preferred **The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.** If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

We are looking for a talented individual to help provide dedicated support to the Midwest Division. If you have knowledge of financial principles, are passionate about building relationships & being a strategic partner, enjoy influencing others, working on different projects and possess analytical skills, this is the role for you! As a Finance Business Manager in the Consume and Community Banking Team you will, support the Chase Wealth Management CEO and the field organization of 5,000 advisors. The Business Management team closely partners with the field leadership team comprised of four Divisional Directors of Wealth Management (East, Central South, Midwest, and West) and 27 Regional Directors to provide financial reporting & analysis and act as a finance partner in managing the business day-to-day. Job responsibilities Collaborate with the broader Field Finance & Business Management team, provides analytical and business management support for the Wealth Management business, with the responsibility for supporting division's and region's performance from every relevant perspective Maintain an understanding of business and financial principles and a working knowledge of key business drivers to coordinate, assess and help execute the long-term goals and priorities of the field leadership team Perform regular and ad hoc analysis in support of financial and strategic goals Prepare business review materials Optimize 'bottom line' performance by creating and analyzing performance tracking and reporting Contribute to national initiatives Required qualifications, capabilities, and skills Bachelor's degree in Finance-related field 2+ years relevant Financial Services experience Outstanding written and verbal communication Proficiency in Microsoft Office and other financial applications; experience with Tableau Knowledge and understanding of financial principles and ability to link results to activities Ability to work collaboratively and develop strong relationships across the organization Excellent personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time Business savvy and commercial judgment Some travel may be required

Job Brief This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance. This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts. Essential Job Functions Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank: Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Owns the short and long term forecasting process Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees Develop full funnel reporting for new markets performance and profitability Perform ad hoc analyses on market performance including post-mortem analyses Presents to senior leadership on a quarterly or monthly basis with a focus on translating business driver trends to forward looking risks and opportunities Complete required external and regulatory reports as needed Provide research on miscellaneous items and complete ad hoc analysis as necessary Develop strong working relationships with business unit leadership, peers, and partners Required Qualifications Bachelors Degree (Finance, Accounting or related field) 4+ years of diverse analytical experience in Finance, preferably with exposure to banking Organized self-starter with the ability to think and work independently and creatively Strong financial and/or accounting acumen Excellent interpersonal skills with the ability to establish solid working relationships with multiple teams and individuals with varying levels of expertise Proven team player, willing to assist others as needed to ensure that group deadlines are met and quality standards achieved Detail oriented with the ability to thoroughly analyze and resolve issues with limited direction Proficient in Microsoft Office Suite (Excel, Access and PowerPoint) Ability to manage time and prioritize multiple tasks effectively Preferred Skills Experience with data visualization applications (Tableau) preferred Experience with financial management software applications (Workday Financials, Adaptive Planning, Essbase) preferred Experience with SQL and Google Big Query preferred Commercial Banking experience COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Job Posting Expiration Date: 02/16/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************. #LI-Remote