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
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