Wholesale Lending External Reporting Project Management Controller

Job Description

JPMorgan Chase is looking for a Vice President to join our Wholesale Lending Reporting Control team, offering a chance to lead during transformative times. This role involves collaboration with SEC, Regulatory teams, and other key stakeholders, while leveraging advanced technologies to enhance productivity. The ideal candidate will possess a blend of technical data analysis skills, business insight, and executive presence. Our focus is on delivering top-tier reporting to clients, aiding management, analysts, investors, and regulators with accurate and timely financial information. We aim to enhance our reporting process through improved controls, technology solutions, and an optimized operating model.

As the Vice President within the Wholesale Lending Reporting Control team, you will lead through a period of change, influencing and building partnerships with the SEC and Regulatory teams as well as Accounting/Legal Policy, Line of Business Product Controllers, Wholesale Loan Operations, and Risk professionals. You will have the opportunity to leverage advanced technologies for problem-solving and productivity enhancement, focusing on providing "best in class" reporting to both internal and external clients.

Job responsibilities

• Develop criteria to evaluate MDRM level logic for external reporting of loans impacting filings such as Y-14Q, Y-9C, Call Report, SEC, CRA, FDIC 370, FRB pledge programs, etc.,
• Develop a deep understanding of credit systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
• Collaborate with cross-functional teams to conduct impact assessment and tactical/strategic implementation of new regulatory reporting instructions affecting wholesale loan disclosures
• Produce accurate, error-free analysis and reporting. Understand business drivers and ensure that analyses are appropriate and well-structured
• Provide support for occasional ad hoc requests and routine reporting associated with wholesale lending products
• Manage projects and initiatives related to regulatory classification of loans and unfunded credit commitments
• Advocate for and identify opportunities to drive automation across wholesale lending external reporting and control function
• Develop and maintain strong relationships with key stakeholders, including Product Controllers, Operations, Credit Risk, Audit, Accounting/Regulatory Policy, and Technology teams
• Represent Wholesale Lending Firm-wide External Reporting Controller team through engagement with senior stakeholders, regulators and other external parties

Required qualifications, capabilities and skills

• 6+ years of experience in financial control, regulatory external reporting, or related roles, with a strong background in the banking or financial services industry
• Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a concise and persuasive manner
• Ability to synthesize large amounts of data and formulate appropriate conclusions and train others to this level of understanding and actionable results
• Ability to build partnerships at all levels across functions to promote collaboration and drive decision making
• Flexibility to work under pressure to meet changing work requirements and strict deadlines - while maintaining attention to detail and a controls mindset
• Strong organizational and project management skills, with an ability to manage multiple competing priorities
• Proficiency in data profiling and data analysis toolset/visualization e.g., Alteryx, Xceptor, AWS Databricks, SQL or similar query language, and dashboard creation using Tableau
• Ability to leverage advanced technologies for problem-solving and enhancing productivity, including development and use of LLMs

Preferred qualifications, capabilities, and skills

• CPA license
• Knowledge of loan classification and relevant regulatory reporting instructions

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.