Product Controller (JPMorgan Private Client) Associate

Posted 6 Days Ago
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Columbus, OH
Hybrid
1-3 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Product Controller at JPMorgan Private Client responsible for financial reporting, analysis, and integration with new business sectors. Requires strong communication skills, financial acumen, and experience in accounting or finance.
Summary Generated by Built In

Job Description
Join a team where you will be have the opportunity to support the reporting and analysis of Banking & Wealth Management sub-lob integration with new business J.P. Morgan Private Client. You will have the opportunity to work in a dynamic environment and partner with Planning & Analysis, Liquidity Controllers, and Corporate Controllers. As a result, excellent communication and negotiation skills are essential due to the frequent interaction with various business partners. The position will provide an in-depth understanding of allocations, reviewing of expenses, and implementing the new J.P. Morgan private client actuals booking model. Role will report up through the Banking & Wealth Management line of business.
As a Product Controller within the Banking Wealth Management group, you will oversee the preparation of monthly schedules to review expenses and complete monthly journal entries for revenue allocation and accrual of expenses. You will drive relationship management with CFO and Planning and Analysis partners to ensure tracking and forecast alignment. Additionally, You will work on various business integration initiatives that involve streamlining processes, building best practices for data analysis, and structuring work for easy review and alignment to controls.
Job Responsibilities:

  • Establish strong relationships and provide support to CFO and Planning & Analysis teams
  • Constructively escalate issues and present complex information in a clear and concise manner to Management
  • Distribute and create reporting as necessary to various stakeholders
  • Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business
  • Manage relationship between technology, and management team, to outline timelines and milestones to align reporting with target end state


Required Qualifications, Skills, and Capabilities:

  • Ability to grasp concepts quickly, develop a plan, and execute for results
  • Solid problem solving, analytical, and creative thinking skills
  • Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management
  • Strong knowledge of GAAP along with a Bachelors degree in Accounting or Finance
  • Minimum of 2 years of Accounting or Finance experience
  • Highly proficient in Excel, SAP, and Hyperion Essbase or Dodeca
  • Strong multitasking and organizational skills


Preferred Qualifications, Skills, and Capabilities:

  • Alteryx, SQL or Tableau skills preferred


About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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 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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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.

Top Skills

Alteryx
Dodeca
Excel
Hyperion Essbase
SAP
SQL
Tableau

What the Team is Saying

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Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
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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