Finance Data & Insights - Analytics Solutions senior Associate

Testing Site - JPMC; Columbus (OH); On-site; USD 85,000 - 110,000; Full time

Job summary

Testing Site - JPMC is seeking a Finance Data and Insights professional to drive analytics in a fast-paced mortgage finance environment. You will build dashboards using Tableau, ThoughtSpot, and Alteryx, and partner with stakeholders to deliver actionable insights from home lending data.

You will validate data, optimize SQL queries, and help automate manual processes through BI workflows. The role offers exposure to senior leadership and opportunities to implement innovative analytics solutions.

Qualifications

• Bachelor's degree in a quantitative field as listed.
• 3+ years delivering data analytics projects with advanced visualizations.
• Strong expertise in Tableau and BI tools (Alteryx, ThoughtSpot).

Responsibilities

• Lead end-to-end dashboard development for senior management.
• Create and refine Alteryx workflows and Tableau visualizations.
• Validate data accuracy and support data-driven decisions.

Skills

Tableau

Alteryx

ThoughtSpot

SQL

Dashboard development

Data visualization

Education

Bachelor's degree in MIS/CS/Math/Engineering/Finance

Tools

Tableau Prep

SQL Databases

Job description

Do you thrive in a dynamic, fast-paced environment where your skills in finance, customer service, and problem-solving can make a real impact? If so, we invite you to apply for a rewarding career in Home Lending Finance!

As part of the Finance Data and Insights Team you will help to drive innovation and shape the future of mortgage financial insights! Work with talented professionals who are passionate about data and making a difference. Your insights will help shape the future of home lending finance. Our mission is to empower our people and deliver value to the firm by harnessing the power of data, advanced analytics, and the latest technology. You’ll dive into home lending financial data to uncover trends, generate insights, and support strategic initiatives. You'll have an opportunity to use your analytical skills to build compelling dashboards and intelligence solutions that help drive business decisions as well as identify opportunities to streamline manual processes and implement automation tools like Alteryx, Tableau, and ThoughtSpot. You will also partner with stakeholders across the organization, respond to ad hoc data requests, and continuously learn new technologies.

Job Responsibilities

• Lead the end-to-end development of dashboards and analytics using Tableau, Alteryx, ThoughtSpot, and SQL, providing actionable insights for senior management and key stakeholders within the line of business.
• Create and refine Alteryx workflows to gather data from diverse sources, summarize information based on stakeholder requirements, and ensure data is sourced from authoritative systems following best practices.
• Develop and enhance intuitive visualizations in Tableau and ThoughtSpot, enabling stakeholders to easily interpret data and make informed decisions.
• Conduct comprehensive validation of all solution components, verifying that data and visualizations accurately reflect insights and supporting robust control processes.
• Participate in testing and meetings related to server upgrades, data source changes, and other technology enhancements to maintain seamless data integration.
• Serve as a subject matter expert, guiding and mentoring team members to build their proficiency in data analytics and visualization tools.

Required qualifications, capabilities, and skills

• Bachelor’s degree in Management Information Systems, Computer Science, Mathematics, Engineering, Statistics, Finance, or a related quantitative discipline.
• 3+ years of experience delivering data analytics projects and developing advanced data visualizations and presentations, with a strong expertise in Tableau.
• Hands‑on experience with business intelligence and data preparation tools such as Alteryx, Tableau Prep, or similar platforms.
• Proficiency in working with relational databases, including optimizing SQL queries to extract, summarize, and report on large datasets for both standard and ad‑hoc analyses.
• Proven ability to interpret data within its business context, identifying opportunities and insights that drive value beyond the numbers.
• Highly motivated self‑starter with a track record of thought leadership and achieving results in a fast‑paced, evolving environment.