Corporate Finance – SEC Reporting Analyst

J.P. Morgan; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an Analyst in the SEC Reporting team to help prepare and file quarterly and annual financial reports, including current reports. You will support disclosure development and validation by partnering with internal stakeholders and applying U.S.

GAAP and SEC requirements. You will perform accounting research, translate complex topics into clear disclosures, and contribute to a strong control environment by supporting SOX processes and documentation; the role

Qualifications

• Bachelor 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 and multi-system work
• Strong verbal and written communication skills

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 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 XBRL
• Assist with maintaining SOX controls and related documentation
• Maintain high-quality documentation to support SOX and reporting standards
• Support the release of filing packages to the SEC using Workiva

Skills

Accounting knowledge

GAAP knowledge

Microsoft Office

Communication skills

Cross-functional collaboration

Education

Bachelor’s degree in Accounting or Finance

MBA with relevant coursework

Tools

Workiva

XBRL workflows

Job description

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.

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

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.

Lead regulatory filing production, gain exposure to diverse business lines, and collaborate with senior leaders across the firm.