Senior Associate: Banking & Wealth Management Controller

Testing Site - JPMC; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus seeks a Senior Associate to support reporting and analysis of Wealth Management products within the Banking & Wealth Management Controllers team. You will partner with the JPMWM CFO Organization, Product and Global Private Bank, and drive data-driven reporting and revenue flows.

The role involves building processes, ensuring GAAP compliance, and leading period-end close activities while collaborating with multiple lines of business and senior management.

Qualifications

• Bachelor's degree in Accounting or Finance; strong knowledge of GAAP.
• 4+ years of work experience in Accounting or Finance.
• Highly proficient in Excel and PowerPoint.
• Experience with SAP, Hyperion Essbase or Dodeca or willingness to learn.
• Ability to grasp concepts quickly, develop a plan, and execute for results.
• Solid problem solving, analytical, and creative thinking skills.
• Ability to summarize large amounts of data, formulate a concise message, and communicate clearly to Management.
• Strong multitasking and organizational skills.

Responsibilities

• Collaborate with Operations groups to map-out and flow revenue streams.
• Present and provide updates to senior management regarding new products, flows, and financial results.
• Establish strong relationships and provide support to JPMWM business groups.
• Escalate issues constructively and present complex information clearly to senior management.
• Provide controller support for month-end close process (variance explanations, data aggregation, Balance Sheet and Income Statement reporting, journal entries and automation).
• Distribute and create reporting to various stakeholders.
• Implement new accounting standards and reporting requirements by staying current with GAAP and regulatory changes.

Skills

Excel

PowerPoint

Analytical thinking

Problem solving

Creative thinking

Organizational skills

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

SAP

Hyperion Essbase

Dodeca

Business Objects

SQL

Tableau

Job description

JPMorgan Chase & Co. in Columbus seeks a Senior Associate to support reporting and analysis of Wealth Management products within the Banking & Wealth Management Controllers team. You will partner with the JPMWM CFO Organization, Product and Global Private Bank, and drive data-driven reporting and revenue flows.

The role involves building processes, ensuring GAAP compliance, and leading period-end close activities while collaborating with multiple lines of business and senior management.