Own daily P&L reporting, month-end close, revenue analysis, forecasting, financial controls, and variance commentary. Analyze billing, revenue recognition, ledger booking, and business drivers while partnering with Product Management, Sales, Trading, FP&A, and other stakeholders. Present reports to senior leaders and support automation, strategic initiatives, process improvements, and business change programs using tools such as Alteryx, Tableau, Databricks, and LLM Suite.
Duties and Responsibilities:
- Ownership of daily P&L reports and month-end close processes ensuring accuracy whilst tracking underlying drivers
- Analyse financial results focusing on key business drivers and movements of core metrics.
- Demonstrate and apply deep understanding of the end-to-end billing process, including revenue recognition and ledger booking, to support accurate financial reporting
- Review and update latest forecasts based on run-rate analysis and planned business activity, providing variance commentary to FP&A and senior management
- Partner with key stakeholders in Product Management, Client Services, Sales, Trading, Business Management, FP&A and Financial Control
- Prepare and present monthly revenue analysis reports to senior stakeholders across multiple products
- Own and maintain key controls to ensure reporting accuracy and compliance with firm standards
- Drive process automation initiatives using tools such as LLM Suite, Alteryx, or Tableau to enhance efficiency and control quality
- Participate in strategic initiatives, business change programs, and process improvement projects.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
- 3-5 years of experience in Product Control, Accounting, Regulatory Reporting, or Finance
- Professional qualification (CA, CFA, CPA, ACCA, CIMA) or relevant experience
- Excellent communication and stakeholder management skills
- Experience with data analytics and reporting tools such as Alteryx, Tableau, or Databricks
- Advanced Microsoft Excel skills with experience working with large data sets
- Strong attention to detail and control mindset.
Preferred Qualifications
- Experience within Securities Services, Custody, Asset Servicing, Markets, or Financial Services.
- Knowledge of Tri-Party repo, securities lending, or margin/collateral management
- Experience working with global revenues booked across multiple entities in multiple currencies
- Knowledge of financial products, balance sheet reporting, and control frameworks.
- Exposure to process improvement, automation, or transformation initiatives.
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 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.
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