Corporate Finance – SEC Reporting Analyst

Posted Yesterday
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Brooklyn, NY, USA
Hybrid
Junior
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Support preparation and filing of quarterly, annual, and current SEC reports. Validate disclosures for U.S. GAAP and SEC compliance, perform accounting research, assist with XBRL tagging and Workiva submissions, support SOX controls and documentation, coordinate with finance and business partners, and help produce earnings materials and filing packages.
Summary Generated by Built In
Introductory marketing language 

If you’re analytical and enjoy working in a highly collaborative environment, this role offers meaningful visibility and impact. You’ll help produce external financial reports that inform investors and regulators. You will partner with finance and business teams across the firm, build strong relationships, and develop deep expertise in financial reporting. This is a great opportunity to strengthen your technical accounting and communication skills while contributing to high-quality public disclosures.

Job summary

As an Analyst in the SEC Reporting team, you will help prepare and file key external financial reports, including quarterly and annual filings and select current reports. You will support disclosure development and validation by partnering with internal stakeholders and applying U.S. GAAP (Generally Accepted Accounting Principles) and SEC requirements. You will perform accounting research and help translate complex topics into clear, accurate disclosures. You will contribute to a strong control environment by supporting documentation and Sarbanes-Oxley (SOX) processes.

Job responsibilities 
  • Prepare portions of external financial reports and filings, including quarterly and annual reports, earnings materials, and current reports.
  • Validate disclosures for compliance with SEC rules and U.S. GAAP requirements.
  • Perform accounting research on current and emerging U.S. GAAP standards and summarize implications for reporting.
  • Review quarterly and annual disclosures, coordinating with partners to understand, corroborate, and support disclosure content.
  • Facilitate quarterly disclosure and review meetings with business partners and senior management.
  • Partner with financial controller teams and accounting policy teams to gather inputs and draft reporting content.
  • Perform variance analysis to support disclosure accuracy and explainability.
  • Support tagging and submission requirements using eXtensible Business Reporting Language (XBRL).
  • Assist with maintaining SOX controls, including execution evidence and issue follow-up.
  • Maintain high-quality documentation to support compliance with the firm’s SOX program and reporting standards.
  • Support the release of filing packages to the SEC using reporting tools (for example, Workiva).
Required qualifications, capabilities and skills 
  • Minimum of 1 year of experience in accounting, financial reporting, audit, or a related role
  • Bachelor’s degree in Accounting or Finance, or a Master of Business Administration (MBA) with relevant coursework.
  • Working knowledge of U.S. GAAP and financial statement/disclosure concepts.
  • Strong accounting research and analytical skills.
  • Proficiency with Microsoft Office applications and comfort working across multiple systems.
  • Strong verbal, written, and listening skills, including the ability to communicate clearly with varied stakeholders.
  • Ability to collaborate effectively in a team environment and engage with senior management.
  • Strong organizational and time-management skills, with the ability to manage deadlines and multiple deliverables.
  • Ability to work independently, proactively solve problems, and keep partners informed of progress and risks.
Preferred qualifications, capabilities and skills (no more than seven bullet points)
  • Certified Public Accountant (CPA) or progress toward certification.
  • Experience supporting SEC reporting (for example, Forms 10-K, 10-Q, or 8-K) and related disclosure processes.
  • Experience with accounting research and technical memo writing.
  • Experience using Workiva (Wdesk) or similar SEC reporting platforms.
  • Familiarity with XBRL concepts and workflows.
About Us
JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we’re setting our businesses, clients, customers and employees up for success.

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.

Skills Required

  • Minimum of 1 year experience in accounting, financial reporting, audit, or related role
  • Bachelor's degree in Accounting or Finance (or MBA with relevant coursework)
  • Working knowledge of U.S. GAAP and financial statement/disclosure concepts
  • Strong accounting research and analytical skills
  • Proficiency with Microsoft Office applications
  • Strong verbal, written, and listening communication skills
  • Ability to collaborate with stakeholders and engage senior management
  • Strong organizational and time-management skills and ability to meet deadlines
  • Ability to work independently and proactively solve problems
  • Certified Public Accountant (CPA) or progress toward certification
  • Experience supporting SEC reporting (Forms 10-K, 10-Q, 8-K)
  • Experience with accounting research and technical memo writing
  • Experience using Workiva (Wdesk) or similar SEC reporting platforms
  • Familiarity with XBRL concepts and workflows

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental health coverage are comprehensive, with on-site clinics, preventive care, and specialized supports such as maternity nurse guidance and fertility treatments. Wellness activities can help offset copays and out-of-pocket costs, reinforcing the perceived strength of health benefits.
  • Retirement Support A 401(k) with dollar-for-dollar matching and additional automatic pay credits reflect strong employer-backed retirement savings. An employee stock purchase plan and related financial programs further bolster long-term financial support.
  • Leave & Time Off Breadth Paid time off, sick time, holidays, and generous parental leave are provided alongside family medical leave and adoption/fertility assistance. Additional programs like caregiver support and volunteer time off expand the breadth of time-away options.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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