Newark, DE, USA
1 day ago
Global Private Bank Legal Entity Controller

Join a globally diverse organization where your accounting expertise will help shape the financial integrity of our private banking business. At JPMorgan Chase, you will collaborate with talented professionals, expand your skills, and play a vital role in maintaining a strong control environment. We offer opportunities for growth, learning, and the chance to make a meaningful impact on our legal entity financials and regulatory reporting.

Job Summary
As a Global Private Bank Legal Entity Controller, you will be responsible for financial oversight and ensuring a robust control environment for all businesses, products, and operational areas impacting legal entity financials and regulatory reporting. You will maintain discipline in financial statement preparation, ensure regulatory requirements are met, and help keep our entities well capitalized. This role offers the opportunity to interact with multiple lines of business and internal stakeholders, providing a comprehensive view of legal entity controllership.

Job Responsibilities

Implement the Wealth Management Solutions operating model structure for the new Registered Investment Advisory (RIA)Migrate activity to the new RIA to ensure compliance with financial and regulatory reporting requirementsPrepare financial statements and board packages for the new RIARespond to internal and external audit requests related to RIA business effortsPerform monthly legal entity accounting and control, including month-end close, parent/child accounting, equity pick up, inter-entity break review, and monitoring of unnatural general ledger balancesConduct month-end analytical reviews to ensure completeness and accuracy of financial statements, prepare various reports, and provide legal entity and line of business financial commentary and regulatory reportingInvestigate, analyze, and resolve issues while responding to ad-hoc queriesReview monthly SAPCO analysis for the new RIAMonitor the general ledger, perform variance analysis (month-over-month/year-over-year), and provide commentary as neededParticipate in firmwide legal entity reporting projects, including infrastructure and process improvement efforts (automation) and other Controller initiativesManage monthly reconciliations and processes, including Ops Reserves, Outside Counsel fees, dual-hatted processes, and support the OCC Reg 9.10 daily collateral process and new collateral report to increase same-day collateral and reduce risk for Amber and Red events

Required Qualifications, Capabilities, and Skills

Bachelor’s degree in Finance, Accounting, or related business fieldStrong communication skills across all levels of managementWritten and verbal communication skills, including ability to create concise and effective requirements documents and communication materials for technical and non-technical audiencesStrong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, fact-based, and able to manage multiple tasks simultaneously; courage to ask tough questions and challenge the status quoResult-oriented, with a track record demonstrating a high level of personal initiative including setting and achieving challenging goalsProficiency in Microsoft Excel, Word, and PowerPointProficient in SQL (Toad Oracle, Teradata) with strong focus on data retrieval from multiple databasesRegulatory reporting experience

Preferred Qualifications, Capabilities, and Skills

Experience in legal entity controllership within a global financial institutionFamiliarity with Registered Investment Advisory (RIA) operations and reportingExperience with SAPCO analysis and commentaryAbility to drive process improvements and automation initiativesStrong analytical skills and attention to detailExperience supporting audit and regulatory examinations


 

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