External Reporting, Associate

Fairygodboss; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorganChase is seeking an Associate in the Firmwide Analysis team within SEC Reporting to prepare analytical sections of quarterly and annual filings. The role partners with Controllers, Corporate Finance, and Investor Relations to ensure accurate external disclosures and clear narratives.

You will develop management reporting materials, maintain critical schedules in primary systems, and analyze key drivers of revenue and expenses for SEC filings.

Qualifications

• Typically 2+ years of relevant experience in SEC reporting or related finance/accounting functions.
• Strong understanding of income statement and balance sheet concepts.
• Proven ability to leverage technology to improve reporting and analytics.

Responsibilities

• Prepare and draft portions of the Results of Operations section in Forms 10-Q/10-K.
• Prepare and draft portions of the Balance Sheet Analysis section in Forms 10-Q/10-K.
• Develop management reporting materials and schedules in primary reporting systems.
• Support Investor Relations with supplemental analyses and disclosures.
• Collaborate with Controllers, Corporate Finance, Accounting Policy, and others to reflect insights in external reporting.

Skills

Analytical skills

Strong communication

Attention to detail

Advanced Excel

Data analytics

Education

Bachelor's degree in Accounting/Finance/Economics

Tools

BPC

Consolidated Financials/MIS

Wdesk

Job description

JPMorganChase's SEC Reporting group plays a critical role in delivering transparent, high-quality financial disclosures to investors, regulators, and the public. Our Firmwide Analysis team sits at the intersection of accounting, analytics, and storytelling - translating complex financial data into clear narratives that drive confidence in the Firm's reporting. This is an opportunity to contribute directly to some of the most visible external documents JPMorganChase produces.

As an Associate within the Firmwide Analysis team in SEC Reporting, you will prepare and draft key analytical sections of the Firm's quarterly and annual filings, including the Results of Operations and Balance Sheet Analysis. You will develop management reporting materials and maintain critical schedules in the Firm's primary reporting systems, supporting disclosures reviewed by the Global Controller and Investor Relations. You will partner cross-functionally with Line of Business Controllers, Corporate Finance, Accounting Policy, and other stakeholders to ensure external reporting reflects accurate, insightful analysis of business developments.

Job 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

Required Qualifications, Capabilities, and Skills:

• Typically 2+ years of relevant experience in SEC reporting, financial reporting, accounting policy, public accounting, controllership, or a related finance/accounting function
• Strong understanding of financial statements, including income statement and balance sheet concepts
• Keen analytical skills, effective communication abilities and attention to detail are essential
• Advanced proficiency in Microsoft Excel, including experience analyzing large data sets
• Demonstrated ability to leverage technology, automation, data analytics, and emerging tools to improve reporting and analytical processes
• Willingness to support quarter-end and year-end reporting cycles, which may require flexibility in work schedules to meet regulatory filing deadlines

Preferred Qualifications, Capabilities, and Skills:

• Experience with financial reporting systems and data tools preferred, including BPC, Consolidated Financials/MIS, Wdesk, or similar applications

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

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.