Financial Analysis - Card Finance Analytics - Senior Associate

Join the Card Finance Analytics team for a dynamic opportunity to support the growth and success of the Card business by maintaining a P&L forecasting framework and performing financial analysis.

As a Senior Associate in the Card Finance Analytics team, you will build and maintain a P&L forecasting framework and perform financial analysis that directly influences the Card Existing Customer Marketing decision engine. In this role, you will develop expertise in the Card spend engagement marketing investment P&L, campaign results analysis, and the Portfolio Marketing Investment Review process. You will also collaborate closely with key finance teams, Card Controls/Risk, and business partners to drive critical business decisions and deliver financially optimal and effective customer usage programs.

Job responsibilities

• Build clear and concise business cases that explain the reasons, costs, benefits, and potential risks of existing card marketing tactics.
• Develop, maintain, and enhance P&L forecasting to support strategic planning and investment decisions.
• Track, analyze, and interpret campaign performance metrics to leverage past learnings and inform future strategies.
• Work with Marketing, Operations, Finance, D&A, Test Design, Targeting, Campaign Execution, and Risk on optimization recommendations across channels to maximize revenue, as well as both internal and external customer experience.
• Collaborate with team members to identify and automate key areas of the analytic process, reducing manual work and enhancing accuracy.
• Create and deliver presentations for senior leaders that clearly articulate the objectives and financial implications of investments, both at the aggregate level and for individual initiatives.
• Manage multiple initiatives to completion under concurrent, rigorous deadlines in a fast-paced, dynamic environment.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 4+ years of experience in an analytical or finance-related role
• Proficient in building P&L and financial modeling concepts (NPV, ROI, etc.)
• Proficiency in Microsoft Office, especially Excel and PowerPoint
• Adept at working with granular data tables to draw out segment-level profitability
• Experience in forecasting and budgeting
• Strong quantitative, critical thinking, and analytical skills
• Excellent verbal and written communication skills
• Strong organizational and process skills, with attention to detail
• Capable of working autonomously in an ambiguous dynamic, matrixed environment and managing multiple responsibilities with tight timelines

Preferred qualifications, capabilities, and skills

• Knowledge of card and/or banking industries

• Experience with Essbase, Tableau, and Alteryx

Additional Information

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time. Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

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 succe