Bank Controllers, Accounting, Policy & Reporting

You are a strategic thinker passionate about driving solutions in accounting policy and reporting. You have found the right team.

As an Analyst within the Bank Controllers, Accounting, Policy & Reporting (BCAPR) - Legal Entity Strategy Team, you will be instrumental in shaping and achieving the firms strategic goals. You will engage with various departments to deliver strategic analysis, oversight, and coordination of legal entity functions, accounting policies, and financial reporting. The Bank Controllers team is responsible for managing the Legal Entity Controller functions for JPMorgan Chase Bank N. A. , JPMorgan Chase & Co, and JPMorgan Chase Holdings LLC, with a focus on capital monitoring and adequacy. Furthermore, you will contribute to the oversight of the Firmwide Legal Entity strategy, simplification initiatives, reorganizations, capital actions, affiliate support documents, and Reg W governance. The Accounting Policy team sets global accounting and disclosure policies and provides guidance on complex accounting issues. Additionally, the Reporting team, which includes SEC reporting and the QRC function, compiles, reviews, and files the Firms consolidated quarterly and annual financial statements and supplemental information with the SEC, while also conducting quality reviews of external financial reports and presentations, such as earnings materials and the Annual Report and proxy.

Job Responsibilities

• Lead preparation of monthly LE metrics reporting - understanding the current state of the firm s LE population, status of all legal entities, their Tiering details at the firm and LOB level and entities identified by each LOB as candidates for elimination
• Lead preparation of other monthly & quarterly reporting such as Edge & EMR slides, FDIC reporting, MLE Dashboard, Key operating entities
• Engage with LOB Legal Entity (LE) simplification contacts and the Inter-entity Analysis Group (IAG) to facilitate execution of LE simplification commitments
• Assist with the development of the annual LE elimination book of work across all LOBs
• Support automation of key business as usual deliverables including LER criteria assessments to streamline/enhance controls for Resolution Plan deliverables
• Liase with LE contacts to ensure LE elimination status/timelines are accurately maintained in the Request Management System (RMS) and Global Entity Management System (GEMS)
• Support UAT testing for GEMS/RMS enhancements
• Prepare ad hoc LE analytics

Required qualifications, capabilities and skills

• 2 years of accounting and financial reporting experience
• Controls driven and agile mindset
• Strong interpersonal and communication skills ability to articulate needs and interface with peers, cross LOB teams and management
• Proficiency with MS Excel and PowerPoint
• Ability to work independently and contribute to the team objectives
• Ability to identify and communicate issues in a timely manner
• Forward thinking and strategic mindset
• Excellent organizational skills and attention to detail

Preferred qualifications, capabilities and skills

• Open to working in EMEA shift (130 PM to 1030 PM) and should be able to deliver to tight deadlines. Occasional stretch of 1-2 hrs. during quarter ends
• Additional - business intelligent tools like - Alteryx, Tableau, Python would be beneficial
• Master s degree in Finance/Accounting (Qualified Chartered Accountant is optional)

You are a strategic thinker passionate about driving solutions in accounting policy and reporting. You have found the right team.

As an Analyst within the Bank Controllers, Accounting, Policy & Reporting (BCAPR) - Legal Entity Strategy Team, you will be instrumental in shaping and achieving the firms strategic goals. You will engage with various departments to deliver strategic analysis, oversight, and coordination of legal entity functions, accounting policies, and financial reporting. The Bank Controllers team is responsible for managing the Legal Entity Controller functions for JPMorgan Chase Bank N. A. , JPMorgan Chase & Co, and JPMorgan Chase Holdings LLC, with a focus on capital monitoring and adequacy. Furthermore, you will contribute to the oversight of the Firmwide Legal Entity strategy, simplification initiatives, reorganizations, capital actions, affiliate support documents, and Reg W governance. The Accounting Policy team sets global accounting and disclosure policies and provides guidance on complex accounting issues. Additionally, the Reporting team, which includes SEC reporting and the QRC function, compiles, reviews, and files the Firms consolidated quarterly and annual financial statements and supplemental information with the SEC, while also conducting quality reviews of external financial reports and presentations, such as earnings materials and the Annual Report and proxy.

Job Responsibilities

• Lead preparation of monthly LE metrics reporting - understanding the current state of the firm s LE population, status of all legal entities, their Tiering details at the firm and LOB level and entities identified by each LOB as candidates for elimination
• Lead preparation of other monthly & quarterly reporting such as Edge & EMR slides, FDIC reporting, MLE Dashboard, Key operating entities
• Engage with LOB Legal Entity (LE) simplification contacts and the Inter-entity Analysis Group (IAG) to facilitate execution of LE simplification commitments
• Assist with the development of the annual LE elimination book of work across all LOBs
• Support automation of key business as usual deliverables including LER criteria assessments to streamline/enhance controls for Resolution Plan deliverables
• Liase with LE contacts to ensure LE elimination status/timelines are accurately maintained in the Request Management System (RMS) and Global Entity Management System (GEMS)
• Support UAT testing for GEMS/RMS enhancements
• Prepare ad hoc LE analytics

Required qualifications, capabilities and skills

• 2 years of accounting and financial reporting experience
• Controls driven and agile mindset
• Strong interpersonal and communication skills ability to articulate needs and interface with peers, cross LOB teams and management
• Proficiency with MS Excel and PowerPoint
• Ability to work independently and contribute to the team objectives
• Ability to identify and communicate issues in a timely manner
• Forward thinking and strategic mindset
• Excellent organizational skills and attention to detail

Preferred qualifications, capabilities and skills

• Open to working in EMEA shift (130 PM to 1030 PM) and should be able to deliver to tight deadlines. Occasional stretch of 1-2 hrs. during quarter ends
• Additional - business intelligent tools like - Alteryx, Tableau, Python would be beneficial
• Master s degree in Finance/Accounting (Qualified Chartered Accountant is optional)