Join a team where you will be have the opportunity to support the reporting and analysis of Banking & Wealth Management sub-lob integration with new business J.P. Morgan Private Client. You will have the opportunity to work in a dynamic environment and partner with Planning & Analysis, Liquidity Controllers, and Corporate Controllers. As a result, excellent communication and negotiation skills are essential due to the frequent interaction with various business partners. The position will provide an in-depth understanding of allocations, reviewing of expenses, and implementing the new J.P. Morgan private client actuals booking model. Role will report up through the Banking & Wealth Management line of business.

As a Product Controller within the Banking Wealth Management group, you will oversee the preparation of monthly schedules to review expenses and complete monthly journal entries for revenue allocation and accrual of expenses. You will drive relationship management with CFO and Planning and Analysis partners to ensure tracking and forecast alignment. Additionally, You will work on various business integration initiatives that involve streamlining processes, building best practices for data analysis, and structuring work for easy review and alignment to controls.

Job Responsibilities:

• Establish strong relationships and provide support to CFO and Planning & Analysis teams

• Constructively escalate issues and present complex information in a clear and concise manner to Management

• Distribute and create reporting as necessary to various stakeholders

• Implement new accounting standards and reporting requirements by staying current with evolving GAAP and regulatory changes impacting the business

• Manage relationship between technology, and management team, to outline timelines and milestones to align reporting with target end state

Required Qualifications, Skills, and Capabilities:

• 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 knowledge of GAAP along with a Bachelors degree in Accounting or Finance

• Minimum of 2 years of Accounting or Finance experience

• Highly proficient in Excel, SAP, and Hyperion Essbase or Dodeca

• Strong multitasking and organizational skills

Preferred Qualifications, Skills, and Capabilities:

• Alteryx, SQL or Tableau skills preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans