Senior Card Finance Analytics & Investments Lead

Next Frontier Capital; Wilmington (DE); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Senior Associate to support the Card Finance Analytics team. You will analyze acquisitions investment strategies, track offers, and forecast profitability to guide growth and capital allocation.

You will develop expertise in the Card P&L, drive offer strategies, and build forecasting mechanisms within a fast-paced environment. This role emphasizes cross-functional collaboration and data-driven decision making.

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

Alteryx

Tableau

Excel

PowerPoint

Communication skills

Data analysis

Education

Bachelor’s degree in Finance, Economics or related area

Tools

SAS/SQL

Alteryx

Tableau

Job description

JPMorgan Chase & Co. is seeking a Senior Associate to support the Card Finance Analytics team. You will analyze acquisitions investment strategies, track offers, and forecast profitability to guide growth and capital allocation.

You will develop expertise in the Card P&L, drive offer strategies, and build forecasting mechanisms within a fast-paced environment. This role emphasizes cross-functional collaboration and data-driven decision making.