External Reporting Controller, SEC & Regulatory Reporting, Vice President - 144780-Payments_Us

Step into a dynamic role at JPMorgan Chase and be a part of 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.

Position Overview

As an External Reporting Controller, Vice President on the Consumer and Community Banking Controller team, you will design and implement data analytics,  variance and trend analysis, validation of source system information, and other required controls supporting the automated reporting processes.  You will be expected to provide leadership across the finance organization, and interact regularly with technology and controller partners to ensure reporting processes and technology solutions are appropriately designed, documented, and meet key risk and control requirements.

You may also assist with preparation and/or review of various reports or provide supporting information as required by external auditors or regulatory authorities.

This position supports the SEC and Regulatory Reporting function for the Consumer & Community Banking (CCB) line of business.  This function includes the oversight of the financial statement and management reporting process, ensuring a sound control environment; understanding and applying accounting guidance to ensure compliance with appropriate corporate and regulatory requirements.   This also includes involvement in the planning and testing of end to end automation solutions and new reporting capabilities, through partnership with technology teams. These solutions are targeted towards ensuring the completeness, accuracy, and timeliness of external reporting, as well as driving finance transformation through process automation. This role serves as a key contributor from the controller team to ensure alignment of the work product to external reporting requirements, and coordinates with resources from supporting groups as necessary. 

Job Responsibilities:

• Apply up-to-date product/industry/market knowledge in specialty areas of reporting


• Act as the primary point of contact and coordination for multiple projects and analyses; responsible for developing timelines, aligning resources, and driving progress to a strict timeline


• Manage and validate the project requirements, and influence design plan to ensure solution aligns with desired results


• Communicate to senior audiences on results or progress of key deliverables


• Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports filed with various external reporting agencies


• 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, FR-Y 14Q, etc.)


• Adhere to various control procedures and edit checks to ensure the integrity of reported financial results


• Establish and manage relationships with the line of business, as well as with external regulatory agency constituents through ongoing partnership and dialogue


• Demonstrate superior judgment to mitigate risk, and fosters an environment where risk/control issues are escalated and trends are anticipated and identified


• Build a cohesive team through strong communication, team involvement, and strong leadership


• Embrace a mentoring role in developing associate and analyst talent within the organization

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature


• 7+ years of work experience, in Financial Services, and/or accounting/controller background


• Proficient in Microsoft Excel – Required


• Strong skills in time management, problem solving, written and oral communication


• Strong analytical skills


• Team player, with ability to work effectively across diverse functions, locations and businesses 

Preferred Qualifications, Skills, and Capabilities: 

• Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg Reporting


• CPA certification


• Experience with SQL, ETL and/or data visualization tools (SQL, Tableau, Alteryx)