Senior Card Finance Analytics & Forecasting Lead

JPMorgan Chase & Co.; Wilmington (DE); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Senior Associate in Card Finance Analytics to drive acquisitions investment strategies, forecast mechanisms, and profitability analyses. You will work with risk, marketing, and business teams to optimize offer strategies and P&L management.

In this role, you will build robust models, forecast accuracy, and governance for investment decisions while presenting insights to senior leadership within a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Economics or related area.
• 4+ years of experience in Finance or an analytical/reporting role.
• Experience with financial modeling and forecasting.
• Understanding of investment modeling including NPV, ROI, ROE, etc.
• Proficiency in Microsoft Office (Excel and PowerPoint).
• Proficient in SAS/SQL or other programming language – adept at building code and working with granular data-tables to draw out customer/segment level profitability.
• Excellent communication (verbal and written) skills.
• Strong organizational skills, including good judgment and decision-making abilities.
• Capable of working in a dynamic environment and managing multiple projects with tight timelines.

Responsibilities

• Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies.
• Be the key point of contact for cross-functional teams including risk, marketing, and business teams, and partner effectively across all aspects of the acquisition’s investment process.
• Identify key areas of the business that can be improved and/or automated across acquisition forecasting functions.
• Develop technology tools and processes to reduce manual work and increase accuracy of forecasts and reporting.
• Leverage quantitative analysis to provide insights and recommendations for acquisitions investment strategies.
• Create post implementation reviews (PIR) of new offer strategies to compare results against forecast projections.
• Perform valuations of acquisitions related business cases requiring IT resources.
• Present analytics and recommendations clearly and concisely to senior management.

Skills

SAS/SQL

Financial forecasting

Analytical thinking

Excel

PowerPoint

Education

Bachelor’s degree in Finance, Economics or related field

Tools

Tableau

Alteryx

Job description

JPMorgan Chase & Co. is seeking a Senior Associate in Card Finance Analytics to drive acquisitions investment strategies, forecast mechanisms, and profitability analyses. You will work with risk, marketing, and business teams to optimize offer strategies and P&L management.

In this role, you will build robust models, forecast accuracy, and governance for investment decisions while presenting insights to senior leadership within a fast-paced environment.