As an Associate in the Product Controllers team, you'll manage SEC reporting, perform reconciliations, and collaborate with Technology to improve reporting processes.
Job Description
If you're looking for a role where you'll learn, grow, and make an impact from day one, this is it. As an associate in the Home Lending Product Controllers team, you'll be part of the group that ensures the bank's financial story is told with accuracy, clarity, and confidence.
As an Associate in the Home Lending Product Controller team, you'll play a key role in external SEC reporting (10-Q, 10-K) and Regulatory deliverables, while building strong relationships with teams across Home Lending. Every month, you'll dig into reconciliations for important loan portfolios (nonaccrual and modified loans) spotting trends, explaining movements, and connecting the dots between the data and the business. This role provides you with the opportunity to work side-by-side with Technology to improve processes, implement smart controls, and bring innovation to how reporting gets done. Along the way, you'll gain deep knowledge of SEC and regulatory requirements, sharpen your analytical skills, and build a professional network that spans Finance, Risk, Technology, and Product teams. Your work will be seen, your ideas will be valued, and your growth will be supported.
Job responsibilities
Required qualifications, capabilities, and skills
Preferred qualifications, capabilities, and skills
Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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, paid in the form of cash and/or forfeitable equity, 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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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.
If you're looking for a role where you'll learn, grow, and make an impact from day one, this is it. As an associate in the Home Lending Product Controllers team, you'll be part of the group that ensures the bank's financial story is told with accuracy, clarity, and confidence.
As an Associate in the Home Lending Product Controller team, you'll play a key role in external SEC reporting (10-Q, 10-K) and Regulatory deliverables, while building strong relationships with teams across Home Lending. Every month, you'll dig into reconciliations for important loan portfolios (nonaccrual and modified loans) spotting trends, explaining movements, and connecting the dots between the data and the business. This role provides you with the opportunity to work side-by-side with Technology to improve processes, implement smart controls, and bring innovation to how reporting gets done. Along the way, you'll gain deep knowledge of SEC and regulatory requirements, sharpen your analytical skills, and build a professional network that spans Finance, Risk, Technology, and Product teams. Your work will be seen, your ideas will be valued, and your growth will be supported.
Job responsibilities
- Own the preparation and review of SEC filings (10-Q, 10-K) and regulatory reports, ensuring they are accurate, compliant, and insightful.
- Lead monthly reconciliations for key loan portfolios, uncovering trends and clearly explaining month-over-month movements.
- Partner with Technology to automate workflows, streamline reporting processes, and strengthen internal controls.
- Build and document smarter procedures with business partners to improve data quality and reporting accuracy.
- Apply product control best practices to every reporting process to maintain consistency and governance.
- Apply US GAAP and SEC reporting requirements in day-to-day work, partnering with policy experts to ensure compliance with the latest standards.
- Deliver clear, concise presentations to senior leaders, highlighting what matters most.
- Identify risks proactively, escalate quickly, and drive solutions that keep reporting strong and reliable.
Required qualifications, capabilities, and skills
- Bachelor's degree in Accounting, Finance, or a related field.
- 2+ years of experience in financial analysis, data analysis, and reporting.
- Skilled with creating reporting, story-telling with data and preparing variance analysis.
- Strong analytical skills and the ability to perform detailed reconciliations.
- Clear communicator who thrives in a collaborative environment.
- A growth mindset with a passion for learning and building strong professional networks.
- Proficient in Microsoft Excel, Microsoft PowerPoint.
Preferred qualifications, capabilities, and skills
- Oracle Essbase, Alteryx and/or other automation technologies.
- Familiarity with SEC reporting, US GAAP, and regulatory reporting requirements.
Additional Information
Applicants must be authorized to work for any employer in the U.S. We are not able to provide immigration sponsorship or take over sponsorship of an employment Visa at this time.
Final Job Grade level and corporate title will be determined at time of offer and may differ from this posting.
This role does not provide relocation assistance so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hiring.
About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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, paid in the form of cash and/or forfeitable equity, 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.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
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.
Top Skills
Alteryx
Excel
Microsoft Powerpoint
Oracle Essbase
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