Firmwide Financial Controller - Equities - Analyst

 As an analyst on the Financial Control team, you will learn our general ledger and upstream operating systems, support core controls across the business lifecycle, and contribute to month-end close activities. You’ll gain hands-on experience with MTD P&L and balance sheet reconciliations, substantiation, GLRS reporting and governance, inter-entity controls, manual journal entries to the GL, and close coordination. You will have the opportunity to train on firm systems, controls, and product/accounting fundamentals, gain experience supporting critical close and control processes with visibility across the business and develop a foundation for career growth within Financial Control and broader finance roles.

Responsibilities: 

• Support the review and attestation of general ledger balance sheet accounts in line with firmwide General Ledger Attestation (GLA) standards, escalating issues as needed. 
• Assist with P&L and Balance Sheet controls owned by Financial Control, including preparing reconciliations, investigating breaks, and documenting results. 
• Help analyze and resolve variances between the general ledger and upstream systems by gathering data, performing checks, and partnering with stakeholders. 
• Collaborate with line-of-business controllers, middle office, business managers, technology, and operations to obtain inputs and follow up on open items. 
• Learn end-to-end trade flows, booking models, product setups, and relevant accounting policies to support the control framework and strengthen process discipline. 
• Contribute to monthly, quarterly, and year-end close activities by preparing schedules, posting approved journals, and performing control procedures. 
• Participate in business initiatives and projects by assisting with testing, documentation, and reporting under the guidance of senior team members. 
• Identify and communicate opportunities to streamline processes and enhance controls; assist in implementing changes with appropriate oversight. 
• Support preparation of inputs used for the firm’s primary financial statements and related reporting by compiling and validating underlying data. 
• Perform assigned post-closing checks and assist with consolidation-related tasks under supervision. 
• Maintain clear documentation and evidence of controls to support audit and governance requirements. 

 

Required Qualifications, Capabilities, and Skills: 

• Bachelor’s degree in Accounting, Finance, Economics, or a related field. 
• 0–1+ years of relevant experience (internships, co-ops, or coursework in accounting/finance are a plus). 
• Foundational understanding of accounting principles (e.g., debits/credits, accruals, reconciliations) and interest in financial products. 
• Strong analytical and problem-solving skills with attention to detail and a control mindset. 
• Proficiency with Excel and comfort learning new tools; familiarity with PowerPoint/Word; exposure to databases a plus. 
• Strong organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment. 
• Effective verbal and written communication skills. 
• Collaborative approach and willingness to build partnerships across finance, operations, and technology. 
• Curiosity to ask questions and willingness to respectfully challenge to identify potential control issues. 

 

Preferred Qualifications, Capabilities, and Skills: 

• Internship or project experience in financial accounting, auditing, or financial services. 
• Exposure to general ledger systems and/or month-end close processes. 
• Interest in pursuing professional certifications (e.g., CPA, CFA) over time. 
• Familiarity with financial products, trade lifecycle, or data analytics tools (e.g., Alteryx, Python) is a plus. 

 

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and locatio