Job Description

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You are a strategic thinker passionate about driving solutions in Wholesale Lending Reporting Controller. You have found the right team

As the Wholesale Lending Reporting Controller in our Commercial Banking Team , you will spend each day defining, refining and delivering set goals for our firm

Providing "best in class" reporting to both our internal and external clients is a priority. Best in class reporting would include informative, accurate, reliable and timely financial information that can be used by management to make sound financial decisions; by analysts to assess the Firm\'s financial position; investors to make informed decisions and regulators to supervise and examine us appropriately. Our goal is to continuously improve the reporting process through enhancements to the control environment, building efficient technology solutions, and improving the operating model.

This role, within the Wholesale Lending Reporting Control Team, provides a unique 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. The mission for the team is to ensure accurate and complete financial disclosures for the firm\'s wholesale lending businesses.

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
• Execute variance analysis, specific data quality checks and cross report analysis to ensure reported lending related balances are in line with expectations and no erroneous balances have been reported
• Focus on continuous improvement efforts around data quality review and wholesale lending external reporting improvement projects
• Lead implementation efforts related to new regulatory reports or reporting requirements, finance reporting infrastructure, and strategic initiatives
• Partner with Consumer Lending-FERC (Firm-wide External Reporting Controller), lines of business external reporting teams, wholesale loan technology, operations, risk professionals, and corporate functions on matters impacting lending related disclosures
• Collaborate with Wholesale Credit Analytics & Solutions (WCAS), Firm-wide Regulatory Reporting & Analysis (FRRA), and Finance Reporting Infrastructure (FRI) Technology on CCAR FRY-14Q (schedules H, K and M), SEC 10Q/K, FRY-9C, and FFEIC 031 reporting improvement initiatives
• Provide clear and concise reporting to senior management on technology and strategic initiatives impacting the library of schedules and controls owned by Wholesale Lending External Reporting
• Work to understand and effectively use new technology resources including, but not limited to, Tableau, Alteryx, and Abacus Studio to improve analysis capability within the Wholesale FERC team
• Respond to audit (external and internal) inquiry and adhoc request from bank regulators, e.g., FRB, OCC,

Qualifications:

• CPA or equivalent professional degree (Bachelor\'s or Masters in Accounting/Finance/Business/Economics) preferred
• At least 4-6 years of overall experience (post qualification) in Auditing, Accounting, Internal Control and/or External Reporting
• Comprehensive understanding of Wholesale Lending business
• Strong knowledge of U.S. GAAP and financial reporting requirements
• Experience and advanced skills presenting to senior leaders
• Experience with SAP, SAP Business Objects, BPC, Essbase (Smartview), CRI/CRRT
• Advanced-level ability expected in all MS Office tools (Excel, Pivot Tables, Access, VBA, PowerPoint)
• Proficiency with data profiling and data analysis toolset/visualization e.g., Alteryx, Xceptor, databases, SQL or similar query language, Abacus query, dashboard creation using Tableau

Personal characteristics:

• Leadership skills to own initiatives and projects end to end, developing execution plan and following through to completion
• Flexibility to work under pressure to meet changing work requirements and strict deadlines, including working certain weekends
• Ability to effectively prioritize competing deadlines and requests
• Effective at building relationships across functional teams
• Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a concise and persuasive manner
• Proven skills in identifying and solving control issues that may impact reporting
• Mindset of continuously looking for ways to do things more effectively and efficiently

About Us:

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world\'s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants\' and employees\' religious practices and beliefs, as well as any mental health or physical disability needs.

About the Team:

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

JPMorgan Chase