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Financial Analysis - Card Finance Analytics - Senior Associate

at J.P. Morgan

Back to all Data Science / AI / ML jobs
J.P. Morgan logo
Bulge Bracket Investment Banks

Financial Analysis - Card Finance Analytics - Senior Associate

at J.P. Morgan

Mid LevelVisa sponsorship availableData Science/AI/ML

Posted a month ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Wilmington
Country
United States

Join the Card Finance Analytics team to build and maintain P&L forecasting frameworks and perform financial analysis to support the Card business. You will analyze campaign performance, develop business cases, and guide investment decisions for card marketing programs. The role requires collaboration with marketing, finance, risk, and analytics teams and the delivery of presentations to senior leaders. You'll also identify automation opportunities to streamline analytic processes and manage multiple initiatives under tight deadlines.

Location: Wilmington, DE, United States

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.

Support the growth and success of the Card business by maintaining a P&L forecasting framework and performing financial analysis

Financial Analysis - Card Finance Analytics - Senior Associate

at J.P. Morgan

Back to all Data Science / AI / ML jobs
J.P. Morgan logo
Bulge Bracket Investment Banks

Financial Analysis - Card Finance Analytics - Senior Associate

at J.P. Morgan

Mid LevelVisa sponsorship availableData Science/AI/ML

Posted a month ago

No clicks

Compensation
Not specified

Currency: Not specified

City
Wilmington
Country
United States

Join the Card Finance Analytics team to build and maintain P&L forecasting frameworks and perform financial analysis to support the Card business. You will analyze campaign performance, develop business cases, and guide investment decisions for card marketing programs. The role requires collaboration with marketing, finance, risk, and analytics teams and the delivery of presentations to senior leaders. You'll also identify automation opportunities to streamline analytic processes and manage multiple initiatives under tight deadlines.

Location: Wilmington, DE, United States

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.

Support the growth and success of the Card business by maintaining a P&L forecasting framework and performing financial analysis