As the Vice President within the Wholesale Lending Reporting Control team, you will have the opportunity to lead through a period of change, influencing and building partnerships with the SEC and Regulatory teams as well as Accounting/Legal Policy, Line of Business Product Controllers, Wholesale Loan Operations, and Risk professionals. You will leverage advanced technologies for problem-solving and productivity enhancement, focusing on providing "best in class" reporting to both internal and external clients.
Job responsibilities
- Perform timely review of monthly/quarterly validations and attestations related to wholesale lending disclosure including lending sections in the earnings press release supplement, SEC and regulatory filings and other credit related external reporting
- Provide a high level of responsiveness to wholesale lending related ad-hoc requests and/or inquiries from senior management and bank regulators (SEC, FRB, OCC, FDIC, ECB, etc.)
- Interface with SOX, Quality Assurance, Quality Control, and Audit (JPMC Internal & PWC) teams and provide support, information, and analytics as needed
- Assess impact of changes to external reporting, including adoption of new technology like cloud-based reporting infrastructure, and implement new reporting requirements by staying current with evolving GAAP and regulatory reporting instructional changes impacting wholesale lending products
- Participate in strategic transformation initiatives for wholesale loans external reporting, coordinating with Credit Risk, Operations, and Technology teams
- Provide senior level status reporting on technology and strategic initiatives impacting the library of schedules and controls owned by Wholesale Lending External Reporting
- Lead automation and process reengineering initiatives using tools such as Alteryx, AWS Databricks, and SQL
- Provide system-level support to Wholesale Lending Services (WLS) to ensure operational processes and changes adhere to regulatory instructions
Required qualifications, capabilities and skills
- 6+ years of experience in financial control, regulatory external reporting, or related roles, with a strong background in the banking or financial services industry
- Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a concise and persuasive manner
- Ability to synthesize large amounts of data and formulate appropriate conclusions and train others to this level of understanding and actionable results
- Flexibility to work under pressure to meet changing work requirements and strict deadlines - while maintaining attention to detail and a controls mindset
- Strong organizational and project management skills, with an ability to manage multiple competing priorities
- Proficiency in data profiling and data analysis toolset/visualization e.g., Alteryx, Xceptor, AWS Databricks, SQL or similar query language, and dashboard creation using Tableau
- Ability to leverage advanced technologies for problem-solving and enhancing productivity, including development and use of LLMs
Preferred qualifications, capabilities, and skills
- CPA license
- Experience with data profiling, variance analytics, error root cause identification and corrective action formulation