Business Analyst-Business Banking Marketing

JPMorgan Chase & Co. • New York, NY

18h • $78,850 - $132,000

About The Position

The Business Analyst-Business Banking Marketing role is a high-exposure position with regular visibility to senior leaders across the organization. As a Business Banking Acquisitions Marketing Senior Associate on the Business Management and Forecasting team, the employee manages the in-year forecast for the checking account acquisitions portfolio across programs and channels. The role uses the Budget Tracker to build premium spend across tiers, model fulfillment rates, manage the account forecast, and monitor performance against budget and the business case. It also uses Alteryx, Agentic AI, and orchestration to roll up test designs and compare results against the business case, budget, and prior year. The work provides accurate, actionable financial views to Marketing, Finance, and Product leadership.

Requirements

• At least 5 years of professional experience in marketing, finance, mathematics, engineering, or a closely related analytical or quantitative discipline, with demonstrated ownership of a forecast, budget, P&L line, or comparably measurable business outcome.
• Advanced proficiency in Excel and PowerPoint, including building and maintaining multi-tab financial models with nested logic, lookups, pivots, and scenario toggles, and translating model outputs into executive-ready narratives and visuals.
• Working knowledge of code and logical reasoning, including the ability to read, debug, and lightly modify scripts or workflow logic such as SQL, Python, or workflow tools.
• Ability to apply formal logic, including Boolean and conditional logic, set operations, and basic combinatorics, to rules-based forecasting and reconciliation.
• Strong financial acumen and variance-analysis skills, including independently reconciling actuals to budget and business case, isolating drivers, and explaining results to non-finance audiences.
• Executive communication skills, including drafting concise written updates and presenting to senior stakeholders, with the ability to translate complex analytics into decision-ready recommendations.
• Cross-functional collaboration experience, including partnering across Marketing, Finance, Product, Analytics, and Channel teams, managing competing inputs, and driving alignment on numbers under recurring close and reporting deadlines.

Nice To Haves

• Background in probability and statistics sufficient to model complex fulfillment behaviors, such as mixture or conversion-rate modeling, redemption and breakage curves, confidence intervals for test readouts, and uncertainty quantification for forecast scenarios.
• Hands-on Alteryx expertise, including building and maintaining production workflows for data rollups, side-by-side comparisons, and automated reconciliation; experience optimizing workflows for speed and transparency is a plus.
• Experience with Agentic AI and AI orchestration frameworks applied to finance, marketing, or operations, such as automating recurring reporting or generating variance commentary.

Responsibilities

• Own and manage the in-year marketing forecast for the Business Banking Acquisitions portfolio.
• Refresh the account forecast on a recurring cadence using the latest actuals, pacing trends, test results, and channel-level performance drivers.
• Use and enhance the Budget Tracker to build premium spend across tiers and model fulfillment rates across programs and channels, improving the speed, accuracy, and transparency of spend reporting.
• Monitor performance against budget and the business case; identify variances, root causes, recommended actions, and opportunities to reallocate spend to higher-performing programs and channels.
• Use Alteryx to roll up test designs and generate comparisons with the business case, budget, and prior year; automate recurring reporting and reconciliation processes.
• Deliver weekly and monthly reporting, including weekly updates to the CEO on account production performance versus the business case, budget, and prior year.
• Partner with marketing subject matter experts to understand variance drivers and explain performance clearly.
• Partner with Finance on reconciliation, accruals, and month- and quarter-end close.
• Collaborate with Marketing, Product, Analytics, and Channel teams to incorporate current test readouts and in-market performance across seven programs and 26 channels.
• Prepare in-year forecast updates, variance commentary, and performance summaries for senior leadership reviews; flag risks and opportunities and recommend corrective actions.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed