Job Description

Job Description

Global Investment Banking (“GIB”) is a sub-line of business within the Global Banking in Commercial & Investment Bank (“CIB”) line of business in PMorgan Chase. GIB works with a broad range of clients from large and middle-market corporations to financial institutions and governments. It provides advisory, full-service capital raising, and credit and risk management solutions to a broad spectrum of clients across industries and regions. Investment Banking product offerings include mergers and acquisitions, divestiture and restructuring advice, capital markets and capital raising (e.g., equity capital markets, debt capital markets, ratings advisory and syndicated and leveraged finance), corporate finance advisory and corporate derivatives marketing. 

This role is responsible for leading the North America Mergers & Acquisitions (M&A) and the North America Client Billing function for all GIB products. As a product controller you will be responsible for the overall integrity and accuracy of the financial statements along with the overall governance of the transaction control cycle. As the client billing controller you will partner with our internal clients to manage, monitor and control the billing of deal expenses with the goal of achieving expense recovery and timely collection of fees.   

This role provides a great opportunity for a highly motivated individual to gain an understanding of the GIB products and become a valued partner to the various Finance Teams, while building partnerships with business leaders as well as Corporate and CIB Central Finance Teams. The successful candidate will have strong accounting, communication, managerial and teamwork skills which will be critical to developing strong partnerships across multiple functions and regions. 

  Job responsibilities

The Manager role will have responsibility for all aspects of North America M&A Product Control and Client Billing for GIB, including:

• Managing a team of 5 controllers requiring some management experience who can assist with prioritization and direction as well as training, development, empowering, motivating and coaching team members. 
• Strong partnership with the NAMR ICB businesses and wider functions (Business Management, Middle Office, Technology, Corporate Accounting Policies, Legal, Front Office and Financial Control etc.) providing effective support and control oversight to help maintain a strong control environment and facilitate business growth.
• Key responsibilities include management of month end close, analysis of revenue drivers, balance sheet movements and linkage of business activity to full financial results, management of the NAMR billing controller team and expense recovery reporting.
• Further responsibilities include providing accounting guidance to the business, managing impacts to product control of legal entity and regulatory changes.
• Challenge existing control operating model and identification of control issues/risks resulting in increased efficiency and implementation of effective control processes.
• Opportunity to lead select initiatives and finance related projects including the technology book of work such as systems and process enhancements like Aqueduct, Aggregator and Client Billing System enhancements
• Participate in new product approvals (NBIA’s) from a finance control perspective.
• Ensure rigorous compliance with control policies, standards and procedures – e.g. P&L and Risk minimum standards,  Product Control accountability standards, Income attribution (GMRA) and SAPCo (GMSA) compliance.
• Create MIS reports and detailed analysis from a Billing perspective helping business to monitor receivables on important projects

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Finance/Accounting and 7+ years related business experience required
• Dynamic team player able to adapt to changing environment and multiple demands
• Self-starter, independent worker, ability to think outside of the box
• Good interpersonal, communication and influencing skills
• Strong organizational and time management skills: able to work on multiple projects with competing deadlines
• Excellent technical skills in Microsoft Office Suite, including extensive experience using Excel and PowerPoint

Preferred qualifications, capabilities, and skills

• Certified Public Accounting (CPA) license
• Excellent technical skills in Microsoft Office Suite and IA tools
• Controls focused and strong attention to detail is key; accounting qualification preferred but not essential
• Organized and comprehensive project management approach

About Us

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

About the Team

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.

Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.

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