Financial Analysis Senior Associate - Card Acquisitions Investments

JPMC Candidate Experience page

Wilmington, DE

Join the JPMorganChase Card Finance Analytics team to help drive key business decisions and support the growth and success of the Card business!

As a Senior Associate on the Card Finance Analytics team, you will be responsible for analytics of acquisitions investment strategies, offer tracking, performance, and profitability to drive forward investment strategies and growth. You will develop an expertise of the Card P&L, drive offer strategies, and develop and enhance investment forecast mechanisms and the business planning process.

Job 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

Required qualifications, capabilities, and skills

Bachelor’s degree in Finance, Economics or other related area required
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 (especially 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

Preferred qualifications, capabilities, and skills