Financial Analysis - Consumer Bank Marketing Associate

As a Financial Analyst, Senior Associate within Marketing Finance, you will support strategic decision-making by delivering data-driven insights, financial analysis, forecasting, and performance measurement across the growing Consumer Banking marketing business.

You will partner closely with Finance, Marketing, Data & Analytics, Product, and Strategy teams to evaluate business opportunities, optimize marketing investments, and enhance reporting capabilities that drive customer growth and profitability.

Job responsibilities:


* Support budgeting, forecasting, month-end close, and financial reporting processes for Consumer Bank Marketing through analyzing performance to identify key drivers, risks, and opportunities


* Shape strategic investment decisions by developing business cases, evaluating ROI, establishing success metrics, and ensuring accountability for marketing initiatives and growth investments.


* Deliver financial modeling, scenario analysis, and data-driven marketing insights that support decision making, investment optimization, and business growth objectives.


* Serve as a trusted partner to internal stakeholders, providing financial guidance, influencing decisions, and supporting the achievement of Finance and Consumer Bank Marketing objectives.

Required qualifications, capabilities and skills:


* 4+ years of experience in Finance, FP&A, business analytics, strategy, consulting, or a related financial services environment


* Advanced Excel and PowerPoint skills with the ability to develop financial models and executive-ready presentations


* Strong analytical and problem-solving skills with the ability to synthesize large datasets into actionable business insights


* Experience supporting budgeting, forecasting, financial reporting, and performance analysis


* Demonstrated ability to develop business cases, evaluate investment opportunities, and assess financial impacts


* Strong verbal and written communication skills with the ability to translate complex analyses into clear recommendations for senior leadership


* Proven ability to manage multiple priorities and deliver high-quality work in a fast-paced environment


* Highly motivated self-starter with strong organizational, time management, and attention-to-detail skills


* Collaborative team player with the ability to build trusted partnerships across Marketing, Finance, Strategy, Product, and Data & Analytics teams


* Intellectual curiosity and a proactive approach to identifying opportunities, challenging assumptions, and driving continuous improvement

Preferred Qualifications


* Experience supporting Marketing, Consumer Banking, Digital, Product, or Customer Growth organizations


* Experience with financial modeling, business case development, and ROI measurement


* Familiarity with large datasets, dashboarding, and data visualization tools (e.g., Tableau, Databricks, etc.)

Additional Information
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