5 days ago


Columbus, OH


Role and Responsibilities

+ The candidate will own the end-to-end modeling for acquisitions, engagement and deepening marketing campaigns for Business Banking

+ Build PVs for use in different marketing campaigns based on the target segment

+ Track performance of the marketing campaign post launch (look back analysis) to check if the ROI was met - explain results and variances and ensure learnings are leveraged in subsequent analyses

+ Develop, enhance, and maintain existing and new valuation models and methodologies

+ Candidate will represent Finance on campaign analytics partnering closely with Marketing and Data and Analytics

+ Support business case development across technology, client facing and support group investments

+ Build rigorous, driver-based financial projections to articulate the value of the business proposal

+ Advanced analytics on field coverage that can help drive the business as well as develop models to justify business actions (e.g. staffing plans)

+ Ensure consistent application of assumptions and methodology

+ Drive integration of client and product profitability into business decision making

+ Marketing investments

+ Product simplification and sales strategy

+ Drive analytics around the optimum field coverage model, productivity goals and Incentive compensation plans for the Cash Management organization

+ Business Support - Support executive leadership teams with internal presentations and business reviews, ad-hoc business projects with direct access to client-level data

+ Partner with broader Finance and Data & Analytics on automation initiatives like Dashboards and CARI as well as manage inputs to budgets and forecasts Qualifications

+ Strong work ethic, proactive and results-oriented, fact based approach

+ Excellent quantitative and analytical problem solving skills, confidence with finance and accounting concepts

+ Excellent oral and written communication skills; ability to synthesize large amounts of data, summarize key concepts and articulate relevant issues to senior management

+ Strong technical skills - Advanced Microsoft Office skills (PitchPro, Excel) and working knowledge of Tableau; proven track record of partnering with data scientists to deliver analytical insights

+ Self-starter who is driven to excel in all aspects of their role, seeks to break the status-quo and initiate improvements; work with team members within and outside the US

+ Bachelor's degree in Accounting, Finance or related discipline

+ 7+ years of Banking or Financial Services experience

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.

Equal Opportunity Employer/Disability/Veterans