Legal Entity Controller - Vice President

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Vice President in the Legal Entity Controller function to lead financial analysis, reporting, and capital monitoring for the Consolidated Lead Bank and other legal entities.

The role focuses on regulatory reporting, plan governance, and collaboration with Treasury and Capital teams to strengthen capital planning and management across JPMCB entities.

Qualifications

• Bachelor's degree in Accounting, Finance, or related business field
• 7+ years finance/accounting related experience, particularly regulatory reporting
• Strong Excel and PowerPoint skills, self-initiative and attention to detail
• Excellent analytical, critical thinking, and problem-solving skills
• Ability to build strong cross-business and cross-functional relationships
• Experience managing multiple, concurrent workstreams with a sense of urgency
• Strong communication skills (written and verbal) and intellectually curious

Responsibilities

• Analyzing recurring legal entity financial forecasts and describing key business drivers and focus areas for both BAU and Stress forecasts
• Partnering with Treasury, Capital Policy, and Firmwide/Capital Planning & Analysis teams to ensure robust capital planning, including the calibration of capital plans and targets
• Preparing and reviewing monthly & quarterly senior management and regulatory reports before distribution
• Supporting the Bank's Recovery & Resolution Plans, including detailed review and challenge of pro forma financial analyses and the technical review of the plan narratives
• Compile the Firm and Bank Strategic Plan document
• Manage the Bank Management Group quarterly agenda
• Identifying operating efficiencies and automation solutions that benefit team productivity

Skills

Excel

PowerPoint

Analytical thinking

Problem solving

Communication skills

Cross-functional relationships

Attention to detail

Education

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

Job description

Join a high-impact team responsible for legal entity forecasting, management and regulatory reporting, resolution & recovery oversight and ongoing capital monitoring with broad exposure across multiple lines of business and stakeholders.

As a Legal Entity Controller - Vice President within the Bank P&A & Governance function, you will be responsible for financial analysis, reporting, and capital monitoring for the Consolidated Lead Bank (JPMCB) and other legal entities, and you will help govern the safety and soundness of the JPMCB charter through well-documented strategic and regulatory planning.

Additionally, it governs the safety and soundness of the JPMCB charter through well-documented strategic and regulatory planning. Responsibilities include:

• Analytical review of financial results in BAU forecast and stress exercises, from monthly forecast and Budget through the most severe economic projections (CCAR/DFAST; Recovery and Resolution (R&R))

• Analysis and recommendations regarding the amount and timing of the regular Bank dividend to the parent company

• Reporting to senior management, the Board, and key U.S. regulatory agencies

• Partnership with Capital Planning & Analysis, Capital Policies, and Capital Risk Management in review and challenge of Bank financial presentation and capital plans

• Partnership with Resolution Program Management office for the design and technical review of the JPMCB Resolution & Recovery Plans

• Oversight of the quarterly Bank Management Group governance forum

Job responsibilities:

• Analyzing recurring legal entity financial forecasts and describing key business drivers and focus areas for both BAU and Stress forecasts

• Partnering with Treasury, Capital Policy, and Firmwide/Capital Planning & Analysis teams to ensure robust capital planning, including the calibration of capital plans and targets

• Preparing and reviewing monthly & quarterly senior management and regulatory reports before distribution

• Supporting the Bank's Recovery & Resolution Plans, including detailed review and challenge of pro forma financial analyses and the technical review of the plan narratives

• Compile the Firm and Bank Strategic Plan document

• Manage the Bank Management Group quarterly agenda

• Identifying operating efficiencies and automation solutions that benefit team productivity

Required qualifications, capabilities, and skills:

We recognize that you may not have specific work experience related to legal entity management but that does not mean you don't possess the skills to be successful in this role. Our teams are committed to training and coaching new members to ensure that they are successful in the role. As a guideline, we are looking for a candidate with the following qualifications:

• Bachelor's degree in Accounting, Finance, or related business field

• 7+ years finance/accounting related experience, particularly regulatory reporting

• Strong Excel and PowerPoint skills, self-initiative and attention to detail

• Excellent analytical, critical thinking, and problem-solving skills

• Ability to build strong cross-business and cross-functional relationships

• Experience managing multiple, concurrent workstreams with a sense of urgency

• Strong communication skills (written and verbal) and intellectually curious

Preferred qualifications, capabilities, and skills:

• Experience in financial/regulatory reporting for consolidated entities, experience with capital/RWA is a plus

• Working knowledge of US Regulatory Capital rules

• Experience managing or supervising junior staff