Acquisition Marketing Analytics - New Accounts Forecasting -

at JPMorgan Chase in Wilmington, Delaware, United States

Job Description

Individual will focus on driving forecasting for entire cards portfolio (Brands/Co-Brands Cards, Consumer/Business Cards). The individual will partner within analytics team with multiple product leads to guide them with forecasting principles and best practices. The individual will be working very closely with product business leadership. The individual will work in a highly collaborative environment with different functional teams such as finance, risk, campaign management etc. and is expected to play a central role in driving forecast activity for entire cards portfolio. The individual will be responsible to generate forecasting reports for which will be submitted to external authorities for review. The individual will own controls/compliance for the forecasting module and responsible for routine certifications and updates.

Key responsibilities include:

+ Forecasting and Optimization – The individual should have hands on expertise for Alteryx (other similar tools). The individual will evaluate existing forecasting process and identify areas for improvements on all aspects including – data structure, methodology, process, partner inputs etc. The individual should be a strong communicator to drive the discussions and set expectations with senior leaders from cross line of business partner teams.

+ Automation – Design/code automated framework for newly built manual forecasting capabilities. Proactively identify gaps/opportunities within existing forecasting framework, optimization framework, reporting and data capabilities and build an efficient automated solution. Build structured approach to perform User Acceptance Testing (UAT)

+ Ad-hoc Analytics/Reporting – Put together ad-hoc reports based on senior management needs with quick turnaround. Compare multiple forecasting/budget cycles and analyze impact of internal/macroeconomic factors etc. to evaluate current state of forecast and how it has evolved over time.

+ Compliance/Controls: The individual will serve to be the subject matter expert for the forecasting methodology and Lead controls implementation and routine certification procedures to ensure no escalations/red flags from compliance.

+ Percentage of time spent on responsibilities:

+ Forecasting and Optimization: 40%

+ Automation: 25%

+ Ad-hoc Analytics/Reporting: 20%

+ Controls/Compliance: 15%


+ Bachelor’s degree in a analytics, Engineering, Finance or Mathematics

+ 3+ years of related experience evaluating complex business problems, data analysis and devising recommendations

+ Strong verbal and written communication skill – need to clearly articulate analytics and forecasts to business partners and leadership. Constant communication is necessary throughout the forecasting process.

+ Experience within forecasting, automation, process optimization domain is strongly preferred

+ Understanding of the key drivers within the credit card P&L is preferred

+ Hands on experience with Alteryx (other similar tools) is required. Demonstrated proficiency to design and code automation framework to bridge gaps within existing processes and data using Alteryx

+ Demonstrated proficiency to put together adhoc/automated summary views to generate business insights in quick turnaround using Excel/PowerPoint (other similar tools). Tableau is a plus but not required

+ Result oriented, Proficiency in critical thinking and problem solving – ability to pull together information from numerous sources, deal with ambiguity, and develop logical solutions based on limited information

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 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Copy Link

Job Posting: JC228435425

Posted On: Nov 12, 2022

Updated On: Dec 23, 2022

Please Wait ...