Asset & Wealth Management - Credit & Banking Product Control - VP at JPMorgan Chase Bank, N.A. in Plano, Texas

Job Description:

Wealth Management - Credit & Banking Product Controller

JPMorgan Chase & Co. is a leading global financial services firm with assets of ~$3 trillion and operations in more than 60 countries. We are a leader in asset wealth management and private equity, investment banking, private banking, financial services for consumers, financial transaction processing and small-business and commercial banking.

The Wealth Management business is comprised of the US and International Private Bank and JPMorgan Securities businesses. The business provides integrated wealth management services for ultra high net worth and high net worth families and individuals worldwide, overseeing more than $1 trillion of client balances across credit, deposit, investment management, capital market and trust products.

The Credit and Banking CFO team covers Wholesale Lending, Mortgage, and Deposit products for the Wealth Management business from a finance perspective. Which includes financial analytics around the profitability of these products, forecasting, and adhoc analytics to support business decisions. The Product Control team within the Credit and Banking CFO team is responsible for the integrity of all actual financial results of these products. The group works in partnership with a variety of business partners to ensure accuracy, research discrepancies, and help resolve financial reporting issues to ensure financial reporting being sent to investors is complete and accurate.

Roles and Responsibilities

• Ownership of monthly financial and MIS close process as it relates to Wealth Management Deposit and Credit products. This includes developing the current month actual revenues, overseeing the timely reporting of all monthly financial information, monitoring financial activity throughout the month close and providing management with regular updates on monthly performance and results.
• Report and explain variances from Outlook as actual results become available.
• Continually evaluate and enhance the control framework to ensure monthly financials can be validated.
• Collaborate with multiple finance departments throughout the Firm to support and accurately capture the economics associated with AWM Deposit & Credit products.
• Continually monitor and assess department deliverables to develop and implement more efficient procedures, while maintaining a high level of accuracy.
• Consistently look to standardize best practices across LOBs through proactive communication and process re-engineering.
• Assist in responding to inquiries regarding financial results and various ad hoc requests.

Qualifications

• 6+ years Accounting and Finance experience
• Experience in leading a team a plus
• Excellent analytical skills and knowledge of finance and accounting concepts
• Experience with Deposits, Lending and mortgage systems and data flow a plus
• Extensive Excel and Access knowledge; working knowledge of Hyperion a plus
• Superior communication and interpersonal skills
• Detail-oriented, organized, and has ability to multi-task and shift priorities quickly
• Must be able to work in a team environment while maintaining control with limited supervision
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Team player with a positive attitude and a focus on business issues

JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

Apply Now