Deposit Product Control

DESCRIPTION:

Duties: Responsible for owning monthly financials and management reporting related to the Global Private Banks deposit products. Responsible for financial reporting for deposits monitoring activity throughout the month end Ledger and RADAR (Revenue and Asset Database for Analytic Reporting) closes and providing management with regular updates on monthly performance and results. Produce regular reporting to Wealth Management Product and Regional CFOs Banker analysts and other Management. Evaluate the financial impact of changes in the yield curve Fed balance sheet actions flows product mix rate and impacts from the deposit pricing team (e.g. large client exception pricing pricing reactions from deposit competition or alternative asset classes). Provide insight into the business drivers that contribute to the financial results directly to management teams. Continuously improve the way JPMC conducts business by reviewing current practices and processes identifying deficiencies and/or weaknesses and delivering solutions to enhance the businesss current control framework particularly through innovation using automation technology. Execute on adhoc requests and proactively gather the needed information accurately and efficiently. Work with Financial Business Managers to provide transparency and key drivers that contribute to bankers financial results. Challenge the existing control operating model and identify control issues and risks resulting in increased efficiency and the implementation of effective control processes. Maintain current controls in UWAT/IAHUB. Execute data modernization projects and data integration from newly acquired bank(s). Leverage automation technology to improve & enhance processes with new Private Bank platform(s) and Financial Infrastructure. Provide training to newer team member in Product Control F&BM and Regional Teams on key deposit concepts such as managed framework.

QUALIFICATIONS:

Minimum education and experience required: Bachelors degree in Mathematics Accounting Finance or related field of study plus 3 years of experience in the job offered or as Deposit Product Control Deposit Control Associate Financial Controller or related occupation.

Skills Required: This position requires experience with the following: database management systems including SQL Studio; SQL functions including JOINS and subqueries indexing strategies and database tuning; working with large datasets and optimizing database performance; Hyperion Planning for budgeting forecasting and financial consolidation in compliance with industry regulations; manipulating data in Tableau and integrating with banking data sources such as Abacus Studio; leveraging Alteryx to streamline operational workflows and provide data validation; running Python code; macroeconomics and general banking principles; regulatory compliance regulations and compliance requirements including FR2420; Cognos and SAP reporting; extracting analyzing and presenting data from various data parameters including cost centers and general ledger accounts; banking systems and software; accounting principles including GAAP accrual accounting and revenue recognition.

Job Location: 8181 Communications Pkwy Plano TX 75024.