Job Description

You can help shape how a major consumer bank tells its financial story. In this role, you will lead reporting and analysis for deposits and deliver insights that inform senior leaders’ decisions. You will partner closely with stakeholders to strengthen accuracy, controls, and compliance across reporting cycles. If you enjoy turning complex data into clear, decision-ready reporting, this team offers meaningful impact and visibility.

As an External Reporting & Regulatory Reporting, Senior Associate on the Consumer Banking External Reporting team, you will oversee the preparation, review, and analysis of deposit-related financial reporting and insights. You will help ensure reported results are accurate, complete, and supported by strong controls and reconciliations. You will collaborate across finance, regulatory reporting, and disclosure teams to deliver timely reporting and explain key movements. You will translate requirements into practical execution and clear communication so stakeholders can act with confidence.

Job responsibilities

• Apply current product, industry, and market knowledge to support external and regulatory reporting deliverables
• Consolidate, review, and analyze quarterly financial data for accuracy and completeness, including quarter-over-quarter variance analysis
• Coordinate data collection and quarterly business results with lines of business and internal reporting partners
• Support assessment of reporting issues, root causes, and outcomes, escalating risks when needed
• Communicate financial results clearly to stakeholders and flag potential issues early
• Participate in the production, review, and filing of periodic reports submitted to regulatory agencies
• Execute proof and control procedures to support reconciliation across regulatory filings and published financial reports (for example, quarterly and annual reports)
• Perform control procedures and edit checks to maintain the integrity of reported results
• Interpret regulatory and disclosure requirements and help coordinate internal policy alignment and documentation
• Build and maintain strong partnerships with stakeholders through ongoing collaboration and dialogue
• Contribute to continuous improvement efforts focused on data quality and reporting automation

Required qualifications, capabilities and skills

• 5+ years of experience in a finance organization with exposure to accounting, financial statements, and/or regulatory reporting
• Bachelor’s degree (or equivalent experience) in a business-related field
• Demonstrated ability to analyze financial results, identify drivers, and explain variances clearly
• Strong knowledge of financial controls, reconciliations, and documentation expectations
• Strong time management skills and ability to deliver accurately under tight deadlines
• Strong written and verbal communication skills, including the ability to present to stakeholders
• Advanced Excel skills and strong overall comfort with data and reporting tools
• Strong problem-solving skills and sound professional judgment
• Strong organizational skills with attention to detail

Preferred qualifications, capabilities and skills

• Bachelor’s degree in Accounting or Finance
• Experience in Product Control or Financial Control
• Experience supporting external reporting and/or regulatory reporting
• Familiarity with structured data querying and automation tools (for example, SQL, workflow automation, or analytics platforms)
• Experience driving process improvement or reporting automation initiatives
• Project management experience supporting cross-functional delivery

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