As a Cards Finance Analyst within our Finance team, you will define, refine, and deliver financial goals that support our firm’s card acquisition strategy. You will collaborate with cross-functional partners in Marketing, Sales, and Product to align financial objectives with business goals and promote market expansion and customer growth. You will perform detailed financial analyses, including cost-benefit assessments, ROI and NPV calculations, and performance tracking to inform investment decisions. You will forecast financial results for acquisition initiatives using advanced analytical techniques and scenario-based modeling to guide resource allocation. You will build comprehensive financial business cases that quantify ROI, payback periods, and sensitivities to key promoters for strategic initiatives. You will design and maintain reports and dashboards that provide timely, accurate financial results and insights to senior leadership. You will prepare and present regular financial reports, forecasts, and executive-ready presentations that highlight key trends, risks, and opportunities. You will define and monitor KPIs and success metrics to evaluate campaign performance and promote continuous improvement. You will enhance financial controls and streamline processes by introducing automation to reduce cycle times and error rates. You will cultivate strong relationships with internal and external stakeholders, providing clear, data-promoten recommendations that support informed decision-making.
Job Responsibilities
- Track and evaluate card acquisition campaign performance, leveraging data-driven insights to optimize strategies and improve outcomes.
- Forecast financial results for acquisition strategies using advanced statistical techniques (e.g., time series modeling, cohort analysis, scenario planning, Monte Carlo simulations) to guide investment decisions.
- Define and monitor KPIs and success metrics to measure performance and drive continuous improvement.
- Build comprehensive financial business cases that support strategic initiatives and quantify ROI, payback, and sensitivity to key drivers.
- Develop and track performance metrics; create executive-ready presentations; and deliver financial analysis on a wide range of topics for senior management.
- Partner closely with Marketing, Sales, and Product to align financial objectives with business goals and accelerate card acquisition.
- Cultivate strong relationships with internal and external stakeholders, providing financial expertise and timely support.
- Design and implement new reports and dashboards to efficiently deliver financial results and insights to senior leadership.
- Enhance controls and streamline processes, introducing automation to reduce cycle times and error rates.
- Prepare insightful, high-quality senior management presentations with clear narratives and actionable recommendations.
- Ensure all reports include insightful commentary on key movements, underlying drivers, and watch items.
Deliver weekly, monthly, and quarterly reporting packages as required.
Required qualifications, capabilities, and skills
- CFA/ MBA/ (Finance)/ PG in Statistics/Economics(or similar educational background)
- Strong financial analytical skills – Fusion of Finance and Data Capabilities
- Excellent communication and partnering skills. Ability to multi-task and work autonomously within team environment
- Ability to research issues/problems and provide a 'solution-based' approach. Adaptable to change and ambiguity in the work environment
- Expert knowledge of Excel (i.e. use of pivot tables, macros, arrays, etc)
- Inquisitive, enthusiastic, and diligent, and capable of challenging status quo
- Highly motivated and able to thrive and think clearly under pressure and tight deadlines
- Highly motivated self-starter with excellent time management/prioritization skills
- Strong analytical and problem-solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications, capabilities, and skills
- 3+ years of experience in finance, preferably within the banking or financial services industry.
- Background in Data Science a strong plus. Experience in SQL/SAS/Python/Tableau a plus
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Skills Required
- CFA, MBA in Finance, postgraduate degree in Statistics or Economics, or similar educational background
- Strong financial analytical skills combining finance and data capabilities
- Excellent communication and cross-functional partnering skills
- Ability to multitask and work autonomously within a team environment
- Ability to research issues and problems and provide solution-based recommendations
- Adaptability to change and ambiguity
- Expert knowledge of Excel, including pivot tables, macros, and arrays
- Strong analytical and problem-solving skills, including analysis of large datasets and concise presentation of conclusions
- Highly motivated, diligent, and able to work under pressure and tight deadlines
- Strong time management and prioritization skills
- At least 3 years of finance experience, preferably in banking or financial services
- Background in Data Science
- Experience with SQL, SAS, Python, or Tableau
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
-
Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
-
Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
-
Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
Gallery
.jpeg)
