SEC Reporting Associate — Firmwide Analysis

J.P. Morgan; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care

Retirement plan

Tuition reimbursement

Wellness programs

Job summary

JPMorganChase in New York seeks an Associate in SEC Reporting to draft key sections of quarterly and annual filings and support external disclosures. You will collaborate with Global Controller and Investor Relations, preparing analysis, schedules, and management reporting materials across Forms 10-Q/10-K.

Strong Excel and data analytics skills are essential. The role emphasizes accuracy, clear storytelling of financial results, and timely completion of quarter-end and year-end cycles in a

Qualifications

• 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

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

Analytical skills

Excel proficiency

Data analytics

Strong communication

Attention to detail

Education

Bachelor's degree in Accounting, Finance, Economics

Tools

BPC

Consolidated Financials/MIS

Wdesk

Job description

JPMorganChase in New York seeks an Associate in SEC Reporting to draft key sections of quarterly and annual filings and support external disclosures. You will collaborate with Global Controller and Investor Relations, preparing analysis, schedules, and management reporting materials across Forms 10-Q/10-K.

Strong Excel and data analytics skills are essential. The role emphasizes accuracy, clear storytelling of financial results, and timely completion of quarter-end and year-end cycles in a