Wholesale Lending External Reporting Controller - Senior Associate
Chase
Associate, External Reporting Issue & Management
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 Responsibilities
- 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 Team
J.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.
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