This is a high-exposure role with regular visibility to senior leaders across the organization.
As the Business Banking Acquisitions Marketing Senior Associate on the Business Management and Forecasting team, you will assume responsibility for managing the in-year forecast for the checking account acquisitions portfolio, overseeing all programs & channels. You will leverage and optimize the Budget Tracker to build out premium spend across different tiers, model fulfillment rates across programs and channels, manage the account forecast, and monitor how closely the business is tracking to budget and its business case. You will also use Alteryx, Agentic AI, and orchestration to roll up test designs and compare results with the business case, budget, and prior year. Your work will deliver accurate, actionable financial views to Marketing, Finance, and Product leadership.
Job Responsibilities
- Own and manage the in-year marketing forecast for the Business Banking Acquisitions portfolio.
- Refresh the account forecast on a recurring cadence, incorporating the latest actuals, pacing trends, test results, and channel-level performance drivers.
- Leverage and optimize the Budget Tracker to build out premium spend across different tiers and model fulfillment rates across programs and channels. Continuously enhance its structure, logic, and usability to improve the speed, accuracy, and transparency of spend reporting.
- Monitor how closely the business is tracking to budget and its business case. Identify variances, root causes, and recommended actions, and surface opportunities to reallocate spend to higher-performing programs and channels.
- Use Alteryx to roll up test designs and generate side-by-side comparisons with the business case, budget, and prior year. Automate recurring reporting and reconciliation processes to improve efficiency and scale best practices across the team.
- 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 the drivers behind calculated variances and clearly explain performance.
- Partner with Finance on reconciliation, accruals, and month- and quarter-end close. Collaborate with Marketing, Product, Analytics, and Channel teams to ensure forecast inputs reflect the latest test readouts and in-market performance across the seven programs and 26 channels.
- Prepare concise in-year forecast updates, variance commentary, and performance summaries for senior leadership reviews. Proactively flag risks and opportunities and recommend corrective actions to keep the business on track to meet its commitments.
Required Qualifications, Capabilities, and Skills
- 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 experience 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 (e.g., SQL, Python, or workflow tools). Comfortable applying formal logic, such as Boolean and conditional logic, set operations, and basic combinatorics, to structure rules-based forecasting and reconciliation.
- Strong financial acumen and variance-analysis skills, including the ability to independently reconcile actuals to budget and business case, isolate drivers, and clearly explain the “why” behind the numbers to non-finance audiences.
- Proven executive communication skills, including experience drafting concise written updates (e.g., weekly CEO updates and leadership readouts) and presenting to senior stakeholders. A track record of translating complex analytics into clear, decision-ready recommendations.
- Cross-functional collaboration experience, including the ability to partner across Marketing, Finance, Product, Analytics, and Channel teams, manage competing inputs, and drive alignment on numbers under recurring close and reporting deadlines.
Preferred Qualifications, Capabilites, and Skills
- A 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 (business case vs. budget vs. prior year), and automated reconciliation. Experience optimizing existing workflows for speed and transparency is a plus.
- Experience with Agentic AI and AI orchestration frameworks applied to finance, marketing, or operations use cases, such as automating recurring reporting or generating variance commentary.
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.
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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.
