JOB DESCRIPTION
The external reporting function handles the oversight of the financial statements and management reporting, ensuring a sound control environment; understands and applies the accounting treatments and ensures compliance with appropriate corporate and regulatory requirements; coordinates the preparation of quarterly regulatory requirements; validates balance sheet items and understands balance sheet usage and reporting.
Job Responsibilities:
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Apply up-to-date product/industry/market knowledge in specialty areas of reporting
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Consolidate, review, and analyze quarterly financial data for accuracy and completeness; perform quarter-over-quarter variance analytics
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Review and analyze any legal entity structure change based on the event and evaluate its reportability of FR Y-10.
- Maintain and oversee the firm's legal entity hierarchy, including parent-subsidiary relationships, ownership chains, and organizational charts.
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Support the establishment, restructuring, and dissolution of legal entities in coordination with Legal, Tax, Treasury, and Compliance teams.
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Ensure accurate documentation of entity attributes including jurisdiction, regulatory status, functional purpose, and capital structure.
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Coordinate with global teams to ensure legal entity data is consistent across systems of record.
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Assist in regulatory filings related to entity structure (e.g., FR Y-6, FR Y-10, FR Y-12 or equivalent local filings).
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Monitor regulatory changes impacting legal entity structures and recommend necessary adjustments.
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Prepare and submit standalone regulatory reports for individual legal entities as required by local regulators (e.g., FR2314/ FR Y-11, FFIEC-030 etc.)
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Ensure timely, accurate, and complete reporting in accordance with applicable regulatory frameworks (e.g., FRB, Basel III/IV, CRR/CRD, local GAAP, IFRS).
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Perform data validation, reconciliation, and quality checks to ensure integrity of reported figures.
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Coordinate data collection and quarterly business results with various legal entity Controllers
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Assist in the thorough assessment of the issues and outcomes
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Clearly communicate financial information to the lines of businesses, and flag potential issues
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Participate in various aspects for the production, review and filing of monthly, quarterly, semi-annual, and annual reports for various regulatory agencies that are used by the regulators for compiling widely-used statistics on the levels of, and changes in, domestic and international portfolio positions
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Adhere to proof & control procedures to ensure accurate reconciliation between regulatory filings, SEC filings and other published financial reports (e.g., Form 10-Q, Annual Report/Form 10-K, Call Report & FR Y-9C, Pillar III, etc)
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Adhere to various control procedures and edit checks to ensure the integrity of reported financial results
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Ensure accurate and complete data submission to the Regulators
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Interpret and define regulatory and/or SEC requirements and coordinate internal and external policies
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Establish and manage relationships with the line of business as well as with external regulatory agency constituents through ongoing partnership and dialogue
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Participate in continuous improvement effort around data quality review and external reporting improvement projects
Qualifications:
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1-3 years in a Finance organization with exposure to accounting, financial statements, and/or regulatory reporting
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Bachelor's degree in Accounting or Finance preferred
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Experience in Product Control, Financial Control or knowledge of SEC reporting/Reg reporting a plus
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Strong skills in time management, problem solving, written and oral communication
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Team player, with ability to work effectively across diverse functions, locations and businesses
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Excellent Excel and computer skills
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Strong analytical skills
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Extremely strong organizational and time management skills
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Project management experience/skills helpful
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 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.
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.
