Chase ยท 1 month ago
Product Controller - Banking & Wealth Management - Senior Associate
Chase is a leading financial services firm, and they are seeking a Senior Associate for their Banking & Wealth Management Controllers team. The role involves supporting the reporting and analysis of Wealth Management products, managing relationships with various stakeholders, and driving business integration initiatives.
BankingFinancial Services
Responsibilities
Collaborate with various Operations groups in different lines of business to map-out and flow revenue streams
Present and provide updates to senior management regarding new products, flows, and financial results
Establish strong relationships and provide support to the JPMWM business (CFO, Product, CCB Regulatory & SEC Reporting, Financial Control, Global Private Bank Controllers, etc.)
Escalate issues constructively and present complex information in a clear and concise manner to senior management
Provide controller support for month-end close process (i.e. variance explanations, data aggregation, both Balance Sheet and Income Statement reporting, journal entries and automation)
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
Qualification
Required
Bachelors degree in Accounting or Finance and strong knowledge of GAAP
4+ years of work experience in Accounting or Finance
Highly proficient in Excel and PowerPoint
Experience with SAP, Hyperion Essbase or Dodeca or a willingness to learn
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 multitasking and organizational skills
Preferred
Business Objects, SQL or Tableau skills preferred
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-13
2026-01-11
Financial IT
2026-01-09
Company data provided by crunchbase