Financial Analysis Associate

Role based in Wilmington, DE, supporting Card Finance Analytics with P&L forecasting and marketing decision analysis.

Responsibilities

• Develop clear business cases that articulate the rationale, expected costs, benefits, and risks of current card marketing initiatives.
• Maintain and refresh P&L forecasts to inform strategic planning and investment choices.
• Monitor and interpret campaign performance metrics to extract learnings and shape future strategies.
• Collaborate with Marketing, Operations, Finance, Data & Analytics, Test Design, Targeting, Campaign Execution, and Risk to formulate optimization recommendations across channels that maximize revenue and enhance internal and external customer experience.
• Work with team members to identify opportunities to automate core analytic processes, reducing manual effort and improving accuracy.
• Prepare and present materials for senior leaders that articulate investment objectives and financial impact, at both portfolio and initiative levels.
• Oversee daily deliverables across multiple workstreams and escalate risks or timing conflicts as appropriate.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Minimum 2 years in an analytical, finance, or business-focused role
• Solid understanding of P&L concepts and financial modeling techniques (for example ROI and NPV)
• Proficiency in Microsoft Office, with emphasis on Excel and PowerPoint
• Experience working with detailed data tables to derive segment-level insights
• Experience with forecasting and budgeting processes
• Strong quantitative, analytical, and problem-solving abilities
• Excellent verbal and written communication skills
• Strong organizational skills and meticulous attention to detail
• Ability to thrive in a dynamic, matrixed environment, manage competing priorities, and meet deadlines

Technologies

• Microsoft Excel
• Microsoft PowerPoint
• Essbase
• Tableau
• Alteryx

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

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.