Financial Analysis - Card Finance Analytics - Senior Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Chase · 4 hours ago

Financial Analysis - Card Finance Analytics - Senior Associate

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. 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.

BankingFinancial Services
badNo H1Bnote

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

Qualification

P&L forecastingFinancial modelingMicrosoft ExcelData analysisForecastingBudgetingQuantitative skillsTableauAlteryxEssbaseCommunication skillsOrganizational skillsAttention to detailCritical thinking

Required

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

Knowledge of card and/or banking industries
Experience with Essbase, Tableau, and Alteryx

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 provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
linkedin
leader-logo
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
linkedin
Company data provided by crunchbase