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Finance Analyst - Marketing Investments Team

Chicago, IL
February 21, 2020

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BISMA NAQVI 914-***-****


Bryn Mawr College, Bryn Mawr, PA Aug 2014- May 2018

Bachelor’s Degree in Mathematics and Economics, Cum Laude, (3.6/4.0) EXPERIENCE

JP Morgan Chase, Wilmington, DE Jun 2019- Present

Finance Analyst – Marketing Investments

Manage marketing investments for credit card including: forecast planning, investment valuations, acquisition costs, portfolio expenses and actuals reporting

Conduct monthly budget analyses highlighting variances within brand and partner cards

Provide detailed commentary on year over year, quarterly and other comparisons on marketing investment expenses for all lines of business within Consumer and Community Banking

Assist in the creation of expense walks used by senior management to better understand and visualize shifts in the marketing expense budget

JP Morgan Chase, Wilmington, DE June 2018- June 2019 Finance Analyst – Technology Planning & Analysis

Determine the feasibility of over 200 different potential technology investments by evaluating current and forecasted financials to create multiple outlooks for comprehensive risk and prioritization analyses

Generate monthly budget variance reports on investments highlighting statistically significant spending variances which is presented to senior management during Monthly Financial Review Meetings

Instruct product leads on the proper methodology for assigning financial metrics to their technology proposals

Create Tableau dashboards to display criteria such as current budget, pretax income, revenue, and other metrics

Assist in creating the structure of a multimillion dollar fund designated for Research and Development investments within Consumer and Community Banking

North Analytics Inc., New York, NY May 2017-Dec 2017 Data Analyst

Created revenue predicting models for potential client site locations based on economic factors such as history, population, catchment area, competition and demographic

Used statistical techniques to convert data into actionable insights by developing quantitative approaches and models

Assessed online pricing strategy for various retailer products and perform due diligence

Analyzed, interpreted and collected client historical data on sales, location, and overall costs to form company archive North Analytics Inc., New York, NY June 2016-Aug 2016 Summer Analyst

Conducted Customer Behavior Analysis, Site Competition Analysis and Product Revenue analysis

Utilized foreign databases and contacts to retrieve information on over fifty site locations for client expansion

Presented final recommendations at client executive board meetings in Saint Petersburg, Russia and Moscow, Russia LEADERSHIP

Bryn Mawr College, Economics Department

Department Search Committee, Sept 2017- May 2018

Bryn Mawr College, Undergraduate Deans Office

Study Abroad Coordinator, Aug 2017- Jan 2018

Bryn Mawr College, Mathematics Department

Teaching Assistant, Sept 2017- May 2018

Global Library Organization

Founder & Ambassador, Nov 2016- Present


Computer Skills: Tableau, SPSS, STATA, R Studio, Latex, Mathematica, MS (Word, Excel, PowerPoint) Languages: Urdu, Hindi, English and Spanish

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