Financial Analysis - Consumer Bank Marketing Associate

JPMorgan Chase & Co.; Kentucky; On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in Kentucky is seeking a Financial Analyst, Senior Associate within Marketing Finance to deliver data-driven insights, forecasting, and performance measurement across the Consumer Banking marketing portfolio.

You will collaborate with Finance, Marketing, Data & Analytics, Product and Strategy teams to evaluate opportunities, optimize investments, and enhance reporting capabilities that drive growth and profitability.

Qualifications

• 4+ years of experience in Finance, FP&A, business analytics, strategy, consulting, or a related financial services environment.
• Advanced Excel and PowerPoint skills with the ability to develop financial models and executive-ready presentations.
• Strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable business insights.
• Experience supporting budgeting, forecasting, financial reporting, and performance analysis.
• Demonstrated ability to develop business cases, evaluate investment opportunities, and assess financial impacts.
• Strong verbal and written communication skills with the ability to translate complex analyses into clear recommendations for senior leadership.
• Proven ability to manage multiple priorities and deliver high-quality work in a fast-paced environment.
• Highly motivated self-starter with strong organizational, time management, and attention-to-detail skills.
• Collaborative team player with the ability to build trusted partnerships across Marketing, Finance, Strategy, Product, and Data & Analytics teams.
• Intellectual curiosity and a proactive approach to identifying opportunities, challenging assumptions, and driving continuous improvement.

Responsibilities

• Support budgeting, forecasting, month-end close, and financial reporting processes for Consumer Bank Marketing through analyzing performance to identify key drivers, risks, and opportunities.
• Shape strategic investment decisions by developing business cases, evaluating ROI, establishing success metrics, and ensuring accountability for marketing initiatives and growth investments.
• Deliver financial modeling, scenario analysis, and data-driven marketing insights that support decision making, investment optimization, and business growth objectives.
• Serve as a trusted partner to internal stakeholders, providing financial guidance, influencing decisions, and supporting the achievement of Finance and Consumer Bank Marketing objectives.

Skills

Advanced Excel

PowerPoint

Financial modeling

Budgeting & forecasting

Data analysis

Communication

Cross-functional collaboration

Attention to detail

Tools

Tableau

Databricks

Job description

As a Financial Analyst, Senior Associate within Marketing Finance, you will support strategic decision-making by delivering data-driven insights, financial analysis, forecasting, and performance measurement across the growing Consumer Banking marketing business. You will partner closely with Finance, Marketing, Data & Analytics, Product, and Strategy teams to evaluate business opportunities, optimize marketing investments, and enhance reporting capabilities that drive customer growth and profitability.

Job responsibilities:

• Support budgeting, forecasting, month-end close, and financial reporting processes for Consumer Bank Marketing through analyzing performance to identify key drivers, risks, and opportunities
• Shape strategic investment decisions by developing business cases, evaluating ROI, establishing success metrics, and ensuring accountability for marketing initiatives and growth investments.
• Deliver financial modeling, scenario analysis, and data-driven marketing insights that support decision making, investment optimization, and business growth objectives.
• Serve as a trusted partner to internal stakeholders, providing financial guidance, influencing decisions, and supporting the achievement of Finance and Consumer Bank Marketing objectives.

Required qualifications, capabilities and skills:

• 4+ years of experience in Finance, FP&A, business analytics, strategy, consulting, or a related financial services environment
• Advanced Excel and PowerPoint skills with the ability to develop financial models and executive-ready presentations
• Strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable business insights
• Experience supporting budgeting, forecasting, financial reporting, and performance analysis
• Demonstrated ability to develop business cases, evaluate investment opportunities, and assess financial impacts
• Strong verbal and written communication skills with the ability to translate complex analyses into clear recommendations for senior leadership
• Proven ability to manage multiple priorities and deliver high-quality work in a fast-paced environment
• Highly motivated self-starter with strong organizational, time management, and attention-to-detail skills
• Collaborative team player with the ability to build trusted partnerships across Marketing, Finance, Strategy, Product, and Data & Analytics teams
• Intellectual curiosity and a proactive approach to identifying opportunities, challenging assumptions, and driving continuous improvement

Preferred Qualifications

• Experience supporting Marketing, Consumer Banking, Digital, Product, or Customer Growth organizations
• Experience with financial modeling, business case development, and ROI measurement
• Familiarity with large datasets, dashboarding, and data visualization tools (e.g., Tableau, Databricks, etc.)

Additional Information

To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role (including but not limited to H1B, H4–EAD, OPT, TN, or L visas). Likewise, JPMorgan Chase & Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT). This role is not eligible for relocation assistance.