Wholesale Lending External Reporting Controller - Senior Associate

Posted Yesterday
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3 Locations
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead end-to-end issue management for external financial reporting, improving data quality, controls, and governance. Track, remediate, and escalate reporting issues, perform root-cause analyses, deliver senior-level reporting and recommendations, support regulatory requirements and examinations, and implement sustainable control and technology enhancements across stakeholders.
Summary Generated by Built In

Join us to lead high-visibility initiatives, build influential partnerships, and help set the standard for innovation and best practices in financial reporting. JPMorgan Chase’s CIB Wholesale Firmwide External Reporting Controllers team is looking for a skilled Associate to join our Issue & Management Team, offering the opportunity to lead end‑to‑end issue management and improve data quality across external reporting.

As an Associate on our Wholesale FERC Issue & Management Team, you’ll have the unique opportunity to make a lasting impact across the organization by strengthening governance, controls, and data frameworks that support regulatory and external financial reporting. The role focuses on tracking, managing, and escalating issues in accordance with External Reporting Issue Management Standards and Firmwide Data Management policies.

The roadmap to success often includes the implementation of control enhancements, technology solutions, and optimized operating models, with a strong focus on long‑term sustainability. This includes delivering training to support cross‑organizational adoption of best practices. You will engage with leaders and partners across Report Ownership, Risk, Operations, Technology, and Accounting/Legal Policy in a dynamic, world‑class organization.

Job Responsibillities

  • Lead the tracking, management, and escalation of external reporting and data-related issues for CIB Global Banking Controllers in alignment with External Reporting Issue Management Standards and Firmwide Data Management policies.
  • Manage the full issue lifecycle end‑to‑end, from identification through remediation and closure, including execution of cross‑report impact assessments.
  • Develop and implement strategic solutions to address regulatory, data quality, and external reporting challenges.
  • Deliver senior‑level reporting, insights, and analysis on issues impacting external reporting schedules, controls, and associated data frameworks.
  • Drive continuous improvement initiatives focused on enhancing data quality, strengthening controls, and optimizing external reporting processes.
  • Review and validate issue and error documentation to ensure accuracy, completeness, and readiness for progression through key lifecycle stages.
  • Partner cross‑functionally with stakeholders to identify root causes of reporting errors and data quality issues, and lead effective remediation efforts.
  • Maintain a sustainable operating model for issue identification, tracking, reporting, and lifecycle governance.
  • Support the implementation of new regulatory reporting requirements, infrastructure enhancements, and strategic finance initiatives.
  • Participate in quality assurance assessments and ensure timely escalation and follow‑up of findings.
  • Support regulatory examinations (e.g., FRB, OCC) by ensuring appropriate issue management, escalation, and remediation activities are executed.

Required Qualifications, Capabilities, and Skills:

  • 5+ years of experience in auditing, accounting, internal controls, and/or external financial reporting within the banking or financial services industry.
  • Bachelor’s degree in Accounting, Finance, or a related field.
  • Strong understanding of US GAAP and external financial reporting requirements.
  • Advanced proficiency in Microsoft Office Suite, particularly Excel (including Pivot Tables), Access, and PowerPoint.
  • Experience with data analytics and profiling tools such as Alteryx, Databricks, SQL, and Tableau.
  • Demonstrated ability to analyze and synthesize complex datasets, perform root cause analysis, and deliver actionable insights.
  • Strong documentation skills with a high level of attention to detail and data accuracy.
  • Excellent verbal and written communication skills, with the ability to present complex issues to senior stakeholders clearly and effectively.
  • Strong organizational and prioritization skills, with the ability to manage multiple workstreams in a fast‑paced environment.
  • Self‑motivated, proactive, and able to take ownership of initiatives from inception through completion.
  • Collaborative team player with strong relationship‑building skills and a continuous improvement mindset.

Preferred Qualifications, Capabilities, and Skills:

  • Experience with data management, issue management, and control frameworks strongly preferred.
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 TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • 5+ years experience in auditing, accounting, internal controls, and/or external financial reporting within banking or financial services
  • Bachelor's degree in Accounting, Finance, or a related field
  • Strong understanding of US GAAP and external financial reporting requirements
  • Advanced proficiency in Microsoft Excel (including Pivot Tables)
  • Proficiency with Microsoft Access and PowerPoint
  • Experience with data analytics and profiling tools such as Alteryx, Databricks, SQL, and Tableau
  • Ability to analyze and synthesize complex datasets, perform root cause analysis, and deliver actionable insights
  • Strong documentation skills with high attention to detail and data accuracy
  • Excellent verbal and written communication skills for presenting to senior stakeholders
  • Strong organizational and prioritization skills to manage multiple workstreams
  • Experience with data management, issue management, and control frameworks

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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