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Corporate Finance - External Reporting Strategy & Analytics Associate

Req #: 180010448
Location: Warsaw, MZ, PL
Job Category: Accounting/Finance/Audit/Risk
Potential Referral Amount: 0 Polish Zloty (PLN)

Corporate Finance – External Reporting Strategy and Analytics Associate (601)




JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at


Being the best requires working together — across time zones, languages and borders. That can only take place in an environment where people respect, value and support one another. According to our company's stated Business Principles: We need to constantly remind ourselves that the most important thing we can do for employees is to build a healthy, vibrant company that treats people with respect and creates opportunity. We strive to create a more inclusive work environment that draws on and develops the best talent.




We are the first Global, centralized, scalable and sustainable reporting and analytics team in the Finance organization. We focus on Data Integrity, Report preparation for the US Federal Government & Securities Exchange Commission and provide production oversight to measure progress and continuously improve our end product.


If you want to make an impact with your work while being supported by smart and motivated colleagues, come find your next opportunity with us. Thanks to our global reach, we can help you get where you want to go. Whether you sharpen your skills or gain something new, you’ll have experience that will give you the flexibility to move to another division or country if you choose to. Here, you’ll feel welcomed and valued. You’ll be a part of an extraordinary inclusive culture that draws on and develops the best talent.

  • Preparation/Review of the regulatory reports as per FED / SEC requirements on monthly & quarterly basis (Treasury International Capital (TIC) submissions, FFIEC 009 (Cross Country Exposures), etc.).
  • Building thorough understanding of the Regulatory instructions and ensuring that the reporting done in accordance with the instructions.
  • Managing a team of 6 plus professionals who are responsible for the delivery of the regulatory reports as per the FED/SEC requirements.
  • Talent acquisition, development and motivation of the team including objective setting, performance appraisals and career planning.
  • Collaborating across geographies with multiple stakeholders for sourcing information and delivering as per the requirements.
  • Ensuring requisite documentation is in place covering the process and conceptual part of the activities.
  • Ensuring data integrity by adhering to the internal control policies and procedures. Also, ensuring robust control checks for all the deliverables.
  • Support new business initiatives/projects wherever applicable which would involve working across different teams across geographies.
  • Provide accurate responses to internal or external audit, as required.
  • Support User Acceptance Testing, as required.

Career / Role Mobility: External Reporting (ER) Schedule Preparer interacts with many other finance functions and across all Lines of Businesses (LOBs such as Investment Bank, Commercial Bank, Consumer and Community Banking & Asset Management).  Growth can be made in the current team through either increased product or report coverage and management or a change in discipline to ER Data Operations, project management, business management or metrics and analytics.   Outside of the team there is a direct link to product control roles in each LOB, product owner (SME) or report owner roles in Corporate Finance.


  • Fluent in English
  • Strong accounting skills and aptitude to work with numbers
  • Logical thinker with strong analytical skills
  • Proficient in MS Office applications (MS Excel, MS Word, MS PowerPoint)
  • Excellent communication and interpersonal skills; able to interact with business partners independently
  • Candidate should be flexible with shift timing
  • Outstanding relationship management, interpersonal and communication skills
  • Proactive, strategic thinker
  • Tenacity to resolve issues and conflicts
  • Financial experience including budgeting, forecasting, modeling, interpreting results, and identifying drivers and trends a plus
  • High Energy and enthusiasm; pro-active self-starter
  • Judgement and integrity
  • Capable of leading with conviction; willing to make tough/unpopular decisions
  • Able to prioritize and multi-task while partnering with multiple stakeholders in a matrix environment
  • Self-motivated, comfortable working independently in a dynamic and challenging environment


  • College degree in Finance or similar field; CA/CFA/CPA/MBA a plus
  • 4-6 years of relevant experience
  • Regulatory reporting background preferred
  • Banking  product knowledge including derivatives, equities and debt securities a plus
  • Knowledge of US GAAP advantageous


JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.


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