BWM Analytics Solutions Senior Associate

JPMorgan Chase & Co. • Columbus, OH

1d

About The Position

The Banking and Wealth Management Controllers, Data & Analytics team is seeking a Deposits Analytics Senior Associate to own end-to-end deposits reporting analytics and support data modernization for Consumer Bank deposit reporting. The role helps deliver executive-ready insights for regulatory, SEC, and management reporting.

The Senior Associate supports key deposits reporting and analytics deliverables and modernization efforts that integrate new platforms and infrastructure into the ledger and downstream finance and reporting ecosystems. The work takes place in a controlled environment subject to SOX, audit, and regulatory expectations. The role influences stakeholders through data storytelling, issue escalation, and delivery execution, and partners across product, technology, finance, reporting, and control teams.

Requirements

• Bachelor’s degree in Accounting, Finance, or Management Information Systems.
• At least 4 years in Accounting/Finance, reporting, analytics, controllership, or related roles, with demonstrated end-to-end ownership of monthly or quarterly deliverables.
• Advanced Excel skills.
• Strong proficiency in SAP and Hyperion Essbase and/or Dodeca for data sourcing, reconciliation, and reporting workflows.
• Experience with SQL, DataBricks, Tableau, Alteryx or similar analytics and automation tools, and use of AI tools.
• Track record of contributing to automation, data quality, or modernization initiatives within finance or controllership technology stacks.
• Analytical and problem-solving skills, including the ability to distill complex data into concise, executive-ready insights and narratives.
• Strong communication, negotiation, and stakeholder management skills across product, technology, finance, policy, risk, and control partners.
• Strong finance and controller fundamentals and hands-on data fluency.
• Strong organization and multitasking skills, with the ability to manage critical deadlines and periodic off-hours work as needed.

Nice To Haves

• Experience with Python.
• Public accounting experience and/or experience in a controlled reporting or audit environment.
• JIRA experience and comfort partnering with technology teams on requirements, testing, release milestones, and delivery governance.
• Exposure to deposits regulatory reporting processes and controls, and balance sheet and income statement reporting in a large financial institution.

Responsibilities

• Own sourcing, compilation, validation, and distribution of financial data for complex quarterly and annual reporting, including deposits-related regulatory and SEC deliverables and management materials.
• Drive stakeholder alignment across product owners, technology, line-of-business deposit controllers, SEC Reporting, Regulatory Reporting, firmwide reporting, and finance teams in a matrixed environment.
• Assist strategic initiatives to automate and enhance reporting infrastructure; assess processes and implement scalable solutions and controls.
• Partner on new product and platform initiatives by coordinating finance infrastructure changes, readiness, and control integration, including testing data solutions against submissions and manual processes.
• Manage project timelines and milestones, and escalate issues constructively with concise, executive-ready communications.
• Deliver recurring reporting, analytics, controls and documentation, and modernization and change initiatives in partnership with cross-functional stakeholders.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior