JOB DESCRIPTION
Job Summary
The Card Marketing Activation & Transformation team is seeking a data‑driven Business Analyst to automate and scale executive reporting (monthly business update, OKRs, staffing, and employee scorecards) and drive adoption of our Tableau reporting suite.
As a Senior Business Analyst, you will leverage AI and other data automation tools to streamline report generation and metric tracking, integrate data from Marketing Connect and adjacent tools (e.g., AEM, Smart Analyzer), and lead a structured user education and communications program to expand usage across the organization.
Job Responsibilities
- Reporting automation and AI enablement
- Build, automate, and maintain recurring executive reporting, including the monthly business update, OKRs, staffing levels, and employee scorecards, with an emphasis on reusability and auditability.
- Leverage AI/LLM capabilities (e.g., automated narrative summaries, metric reconciliation assistants, anomaly detection prompts) to reduce manual effort and accelerate time to insight.
- Establish quality checks, data lineage, and documentation for all automated reporting assets.
- Scorecards and KPI governance
- Design and operationalize partner and employee scorecards with clear KPI definitions, owners, and update cadences.
- Implement data validation rules and monitoring to ensure accuracy and consistency across ~30+ existing dashboards and new assets.
- Tableau ecosystem integration and optimization
- Connect and harmonize data from Marketing Connect and adjacent tools (e.g., AEM, Smart Analyzer) to expand the reporting foundation into an integrated performance view.
- Standardize dashboard templates and self‑service assets to reduce duplication and improve ease of use.
- User adoption, education, and change management
- Stand up a formal user education program—training materials, office hours, and role‑based guides—to grow adoption beyond managerial users to Marketers and Relationship teams.
- Launch a regular communications series to announce new capabilities, preview the roadmap, and share tips and best practices that encourage consistent usage.
- Stakeholder engagement and delivery
- Partner with Marketing, Operations, Analytics, and Technology stakeholders to gather requirements, prioritize enhancements, and ensure solutions align to business goals.
- Track and report adoption metrics (e.g., active users, time‑to‑insight, dashboard engagement) and use feedback to iterate and improve.
Required Qualifications, Capabilities, and Skills
- Bachelor's degree in a quantitative, business, or related field, or equivalent practical experience.
- 4+ years of experience in analytics, reporting, business intelligence, or operations within marketing or a related domain.
- Proficiency with:
- SQL for querying and transforming data.
- Alteryx and Tableau for dashboard development, publishing, and usage monitoring.
- At least one scripting language (e.g., Python) for automation and data workflows.
- Strong understanding of data modeling and ETL concepts; experience working with relational data sources and joining data across multiple systems.
- Demonstrated ability to automate recurring reporting workflows and apply rigorous data quality controls.
- Excellent communication skills with a track record of translating data into clear, actionable insights for non‑technical audiences.
- Experience delivering training, building user guides, or leading change‑management initiatives to drive analytics adoption.
Preferred Qualifications
- Experience integrating marketing and content platforms (e.g., Marketing Connect, AEM, Smart Analyzer) into BI pipelines.
- Hands‑on use of AI/LLM tools for report generation, text summarization, or anomaly detection within analytics processes.
- Familiarity with KPI frameworks for OKRs, staffing capacity, and performance scorecards.
- Exposure to Agile delivery and backlog management for analytics/BI workstreams.
Applicants must be authorized to work for any employer in the US. 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.
ABOUT US
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
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.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations. Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.
