External Reporting Analyst: Clear SEC Disclosures

JPMorgan Chase & Co.; New York (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Associate for the Firmwide Analysis SEC Reporting team in New York. You will prepare and draft key analytical sections of quarterly and annual filings, translating complex financial data into clear narratives for external disclosures.

You will develop management reporting materials, maintain critical schedules, and collaborate with Controllers, Corporate Finance, Accounting Policy, and Investor Relations to ensure accurate, insightful reporting.

Qualifications

• Typically 2+ years of relevant experience in SEC reporting or financial reporting.
• Strong understanding of financial statements and balance sheet concepts.
• Excellent Excel skills and attention to detail essential.

Responsibilities

• Prepare and draft portions of the Results of Operations section within Forms 10-Q and 10-K, including analysis of key business drivers impacting revenue and expense trends
• Prepare and draft portions of the Balance Sheet Analysis section within Forms 10-Q and 10-K, including analysis and explanation of period-over-period movements across assets, liabilities, and equity
• Develop analyses and management reporting materials supporting disclosures included in the Earnings Release Financial Supplement and Forms 10-Q and 10-K; these documents are prepared for the Global Controller of JPMorgan Chase
• Develop and maintain schedules in Consolidated Financials/MIS and BPC - the Firm's primary reporting systems - that provide details and serve as tools in the performance of the analysis, and back up for the write-ups
• Support Investor Relations by preparing supplemental analyses and schedules in response to requests from analysts and investors
• Partner with Line of Business Controllers, Corporate Finance, Investor Relations, Accounting Policy, and other stakeholders to understand business developments and incorporate relevant insights into external reporting
• Identify opportunities to enhance disclosures through improved analytics, visualization, and presentation techniques to make financial information more accessible and insightful for stakeholders
• Bachelor's degree in Accounting, Finance, Economics, or a related field

Skills

SEC reporting

Financial reporting

Advanced Excel

Data analytics

Automation

Attention to detail

Communication

Education

Bachelor's degree in Accounting, Finance, Economics, or related field

Tools

BPC

Consolidated Financials/MIS

Wdesk

Data tools

Job description

JPMorgan Chase & Co. is seeking an Associate for the Firmwide Analysis SEC Reporting team in New York. You will prepare and draft key analytical sections of quarterly and annual filings, translating complex financial data into clear narratives for external disclosures.

You will develop management reporting materials, maintain critical schedules, and collaborate with Controllers, Corporate Finance, Accounting Policy, and Investor Relations to ensure accurate, insightful reporting.