Financial Analysis Associate - Card Finance Analytics

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


As an Associate on the Card Finance Analytics team, you will support the P&L forecasting framework and perform financial analysis that directly influences the Card Existing Customer Marketing decision engine. In this role, you will build knowledge of the Card spend engagement marketing investment P&L, campaign results analysis, and the Portfolio Marketing Investment Review process. You will partner with key finance teams, Card Controls/Risk, and business stakeholders to drive critical business decisions and deliver financially optimal and effective customer usage programs .

Job responsibilities

• Build clear and concise business cases that explain the rationale, costs, benefits, and potential risks of existing card marketing tactics.
• Maintain and update P&L forecasting outputs to support strategic planning and investment decisions.
• Track, analyze, and interpret campaign performance metrics to leverage past learnings and inform future strategies.
• Partner with Marketing, Operations, Finance, D&A, Test Design, Targeting, Campaign Execution, and Risk on optimization recommendations across channels to maximize revenue, as well as both internal and external customer experience.
• Collaborate with team members to identify and automate key areas of the analytic process, reducing manual work and enhancing accuracy.
• Create and deliver presentations for senior leaders that clearly articulate the objectives and financial implications of investments, both at the aggregate level and for individual initiatives.
• Manage day-to-day deliverables across multiple workstreams, escalating risks or timing conflicts as needed.

Required qualifications, capabilities, and skills

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2+ years of experience in an analytical, finance, or business-related role
• Working knowledge of P&L and financial modeling concepts (e.g., ROI; NPV)
• Proficiency in Microsoft Office, especially Excel and PowerPoint
• Comfort working with detailed data tables to support segment-level insights
• Exposure to forecasting and/or budgeting processes
• Strong quantitative, analytical, and problem-solving skills
• Excellent verbal and written communication skills
• Strong organization and attention to detail
• Ability to work in a dynamic, matrixed environment, manage priorities, and meet deadlines

Preferred qualifications, capabilities, and skills

• Knowledge of card and/or banking industries
• Experience with Essbase, Tableau, and Alteryx

Additional Information

Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.

Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.

This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.


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.

Equal Opportunity Employer/Disability/Veterans