דרושים Controller ב-United States, Ohio, Columbus

Join JPMorgan Chase as an External Reporting Controller - Senior Associate! The external reporting function handles the oversight of the financial statements and management reporting, ensuring a sound control environment; understands and applies the accounting treatments and ensures compliance with appropriate corporate and regulatory requirements; coordinates the preparation of quarterly regulatory requirements; validates balance sheet items and understands balance sheet usage and reporting.

As an External Reporting Controller - Senior Associate within Corporate Controllers, you will apply up-to-date product, industry, and market knowledge in specialty areas of reporting while ensuring accurate and complete data submission to the regulators.

Job responsibilities:

• Consolidate, review, and analyze quarterly financial data for accuracy and completeness. Perform quarter-over-quarter variance analytics
• Coordinate data collection and quarterly business results with various lines of business, Regulatory Controllers and SEC reporting teams
• Assist in the thorough assessment of the issues and outcomes
• Communicate financial information to the lines of businesses and able to flag potential issues
• Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
• Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
• Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
• Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
• Establish and manage relationships with the line of business, as well as with external regulatory agency constituents through ongoing partnership and dialogue
• Participate in continuous improvement efforts around data quality review and external reporting improvement projects

Required qualifications, capabilities, and skills:

• 5 years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
• Strong skills in time management, problem solving, written and oral communication
• Team player, with ability to work effectively across diverse functions, locations and businesses
• Excellent Excel and computer skills
• Strong analytical skills
• Extremely strong organizational and time management skills

Preferred qualifications, capabilities, and skills:

• Bachelor's degree in Accounting or Finance preferred
• Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg Reporting a plus
• Project management experience/skills helpful

As a Financial Controller - Sr. Associate within Corporate Controllers, you will support pension and postretirement benefit programs, medical insurance, other benefit programs, and other benefits accounting activities.

Job responsibilities:

• Manage monthly accounting processes, reporting, and analysis for areas supported
• Prepare quarterly and annual SEC and regulatory reporting
• Conduct and understand complex accounting projects and transactions
• Develop a detailed understanding of all program-related accounting activity and document policies and procedures for managed areas
• Ensure financial information is fairly presented in accordance with US GAAP and Firm policies
• Provide timely and accurate financial information to management
• Support internal and external audit activities and inquiries with a controls mindset
• Establish and maintain relationships with key stakeholders globally (i.e., local and regional HR teams, Legal Entity Controllers, Corporate Tax, Corporate Accounting Policies, SEC/ Regulatory Reporting teams, Firm actuaries, and various internal/external audit groups, etc.)
• Lead process improvement projects

• Maintain effective communication lines across a global organization

Required qualifications, capabilities, and skills:

• Bachelor’s degree in accounting required
• 4 years of relevant experience required in accounting or finance, with demonstrated career progression
• Experience with General Ledger bookings and oversight of monthly close processes including balance sheet reconciliation/substantiation, journal entries, and variance analysis
• Strong US GAAP accounting knowledge
• Proven ability to interface with various partners and customers; strong interpersonal and presentation skills
• Strong analytical and financial skills with a track record of execution against deliverables
• Creative self-starter with strong initiative, ability to take ownership and work independently as well as contribute to the broader team
• Ability to multi-task and succeed in a fast-paced, dynamic environment
• Excellent oral and written communication skills
• Advanced Excel skills

Preferred qualifications, capabilities, and skills:

• Big Four public accounting experience, large corporate experience and/or CPA strongly preferred
• Structured mindset with process/continuous improvement orientation and automation or intelligent solution experience preferred
  

If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with usThe program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Job responsibilities

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
• Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise.
• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
• Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Required qualifications, capabilities, and skills

1. Pursuing a Bachelor’s or Master’s degree
2. Cultural knowledge and fluency in Spanish and/or Portuguese
3. Expected graduation date of December 2025 through June 2026
4. Highly-driven and enjoy working in teams to develop complex solutions
5. Exceptional interpersonal, communication, analytical and problem-solving skills
6. Excellent organizational skills and ability to multitask
7. Genuine interest in financial markets and macro-level economic trends
8. Desire to ultimately work with external clients in a relationship building and sales capacity
9. Ability to thrive in a fast-paced, collaborative environment
10. Highly inquisitive, focused and pro-active. Good judgment and discretion when working with confidential information

Locations:

• New York, NY
• Miami, FL
• Houston, TX

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it’s important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

As a Know Your Customer (KYC) Operations Vice President within the KYC Operations team, you will oversee the team responsible for executing the client due diligence process and managing the KYC program in compliance with governmental regulations. You will collaborate closely with the front office team and their clients to gather and verify the necessary information for completing the due diligence process and facilitating account openings. Additionally, you will establish and maintain reporting systems to ensure adherence to regulatory and company standards, and oversee the completion of remediation and action plans as required.

Job Responsibilities:

• Manage daily work assignments and priorities, ensuring goals and Service Level Agreements are consistently met
• Manage the team’s performance against Key Performance Indicators and objectives while analyzing metrics to identify opportunities for improving the overall client experience
• Investigate and resolve escalated client onboarding issues through effective collaboration with functional partners, regional business managers and client-facing teams
• Communicate with Business Managers and Private Bankers regularly to ensure client onboarding expectations are met
• Oversee talent recruitment, training and career/performance development of team members
• Identify opportunities to improve processes and tools through engagement with transformation partners

Required qualifications, capabilities and skills:

• Continuous innovative mindset, questioning conventional ways of managing the business and driving change to improve processes
• Ability to adapt to a rapidly changing business and technological environment
• Ability to influence and collaborate with stakeholders and functional business partners using effective communication and interpersonal skills
• Strong sense of accountability and ownership over quality and best practices to ensure an optimal client experience
• Willingness to proactively address conflicts and escalate issues with a risk and controls mindset

Preferred qualifications, capabilities and skills:

• 5+ years of relevant experience, preferably within a financial services, operations or compliance field
• Prior managerial experience
• Experience in client onboarding, account opening, underwriting, documentation analysis or related field
• Bachelor’s degree or equivalent experience preferred
• Anti-Money Laundering or Know Your Client background a plus

As a Vice President in the External Financial Reporting Quality Assurance (QA) Program team, you will assist with mitigating the risk of reporting errors and provide ongoing assurance to management on the integrity of external reporting. You will support key program elements including risk assessment, annual planning, review execution and management reporting.

You will have the opportunity to inspire confidence in all levels of staff as well as key partners from other functional areas and across Lines of Business.

Job Responsibilities

• Manage a team of 10+ professionals based in Columbus and India
• Lead QA reviews from end to end, including developing testing strategies, executing testing, supervising team members, and analyzing results
• Establish and maintain strong working relationships across CCB businesses and other control groups (i.e., risk management, compliance, legal, etc.)
• Drive conversations with LOB and functional QA teams to execute consistent risk assessment, design testing approaches, and finalize findings and recommendations
• Participate in governance forums and meet regularly with Audit and Finance Control partners
• Stay current with evolving industry and regulatory changes
• Drive continuous improvement and efficiency with use of business intelligence tools

Required qualifications, capabilities, and skills

• Bachelors in Accounting or Finance
• 7+ years related experience, including 3+ years management experience
• Confident leadership and sound judgment to influence a strong and inclusive culture
• Ability to quickly understand complex subject matter and demonstrate critical thinking
• Ability to multi-task, manage multiple projects simultaneously, and prioritize in a fast paced environment
• Strong analytical skills through experience with data analytics or similar processes
• Strong verbal and written communication skills
• Proficient in Microsoft Excel, PowerPoint, and evolving data analytics technologies such as Alteryx, SAS, Python, etc.
• Strong auditing skills, a strong understanding of internal control systems within a financial institution, and knowledge of the consumer businesses and products

Preferred qualifications, capabilities, and skills

• Knowledge of US Regulatory and SEC reporting requirements, external reporting control concepts, and/or financial services and related CCB products
• Knowledge of US Financial Regulatory reports such as FR Y-9C, FR Y-14Q, FFIEC 031
• CPA and/or MBA is preferred
• Prior internal or external audit experience in a Big 4 accounting firm, or similar preferred

As a Financial Controller - Senior Associate within Corporate Controllers, you will be responsible for the balance sheet reconciliation and substantiation, as well as reporting controls, and the month end close process and coordination.

Job responsibilities:

• Ensure the accuracy and validity of line of business general ledger accounts, including adherence to the firmwide General Ledger Reconciliation & Substantiation (GLRS) standards
• Ensure adherence to P&L and Balance Sheet controls owned by Financial Control, including identifying and implementing opportunities for efficiency
• Analyze, communicate, and resolve material variances between the general ledger and upstream systems, as defined by line of business

Required qualifications, capabilities, and skills:

• Bachelor’s degree in accounting
• 4 years of general ledger experience including financial reporting and month end close responsibilities
• Comfortable liaising with business and risk managers
• Able to build and maintain partnerships within the various product aligned businesses and across other corporate financial, treasury, and accounting groups
• Able to understand business drivers and requirements and influence middle and front office partners to deliver solutions to business issues and problems
• Strong analytical skills; able to quickly understand workings of a complex processing system and general ledger systems across the infrastructure and their interrelationships and dependencies
• Excellent desktop/spreadsheet/database skills
• Excellent organizational and problem-solving skills
• Excellent verbal and written communication skills
• Able to multi-task in a constantly changing environment
• Able to critically challenge with the goal of identifying control issues

As a Controller within the Asset & Wealth Management Finance and Business Management team, you will ensure financial statements are complete, accurate, and timely. You will meet regulatory requirements, maintain a robust control environment, and ensure our entities remain well-capitalized. This role involves collaboration with business, legal, and tax partners to drive robust controls for new initiatives and product support.

Job Responsibilities

• Ensure the accuracy, integrity, and timeliness of the Firm’s books and records in compliance with US GAAP, focusing on general ledger, operating systems, and infrastructure controls.
• Oversee the accuracy and integrity of the line of business books and records, including daily P&L, risk reporting, month-end close, and detailed financial analysis.
• Collaborate with functional partners to leverage data analytics and management tools for robust controls on new initiatives, acquisitions, and product support.
• Assist in coordinating compliance with changes to corporate-wide standards and policies.
• Provide documentation of work performed to successfully withstand audits by external or internal examiners.

Required Qualifications, Capabilities, and Skills

• Experience in accounting and control processes.
• 2+ years of working experience.
• Developing understanding of financial statement structures and US GAAP.
• Comfort with daily, monthly, or quarterly reporting cycles and strict deadlines.
• Skills in stakeholder influencing, communication, and articulating key insights and recommendations to senior business leaders.
• Experience using, or willingness to learn, SAP, MS Office suite, and/or data and business intelligence tools (Tableau, Alteryx, Python, etc.).
• Bachelor's degree in accounting.