What are the responsibilities and job description for the Mergers & Acquisitions Billing Controller - North America - Vice President position at JPMorgan Chase?
Global Investment Banking (“GIB”) is a sub-line of business within the Global Banking in Commercial & Investment Bank (“Commercial and Investment Bank”) line of business in JPMorgan Chase. GIB works with a broad range of clients from large and middle-market corporations to financial institutions and governments. It provides advisory, full-service capital raising, and credit and risk management solutions to a broad spectrum of clients across industries and regions. Investment Banking product offerings include mergers and acquisitions, divestiture and restructuring advice, capital markets and capital raising (e.g., equity capital markets, debt capital markets, ratings advisory and syndicated and leveraged finance), corporate finance advisory and corporate derivatives marketing. This role is responsible for leading the North America Mergers & Acquisitions (M&A) and the North America Client Billing function for all GIB products.
As a Mergers & Acquisitions Billing Controller - North America - Vice President within the Global Investment Banking, you will lead the North America Mergers & Acquisitions (M&A) and the North America Client Billing function for all Global Investment Banking products. This role provides an opportunity to deepen your understanding of the Global Investment Banking products and become a key partner to various Finance Teams. You will also have the opportunity to build relationships with business leaders and Corporate and Investment Banking Central Finance Teams.
Job responsibilities
- Managing a team of 5 controllers requiring some management experience who can assist with prioritization and direction as well as training, development, empowering, motivating and coaching team members.
- Establish strong partnerships with the NAMR ICB businesses and wider functions (Business Management, Middle Office, Technology, Corporate Accounting Policies, Legal, Front Office and Financial Control etc.) providing effective support and control oversight to help maintain a strong control environment and facilitate business growth.
- Manage month end close, analysis of revenue drivers, balance sheet movements and linkage of business activity to full financial results, management of the NAMR billing controller team and expense recovery reporting.
- Provide accounting guidance to the business, managing impacts to product control of legal entity and regulatory changes.
- Challenge existing control operating model and identification of control issues/risks resulting in increased efficiency and implementation of effective control processes.
- Lead select initiatives and finance related projects including the technology book of work such as systems and process enhancements like Aqueduct, Aggregator and Client Billing System enhancements
- Participate in new product approvals (NBIA’s) from a finance control perspective.
- Ensure rigorous compliance with control policies, standards and procedures – e.g. P&L and Risk minimum standards, Product Control accountability standards, Income attribution (GMRA) and SAPCo (GMSA) compliance.
- Create MIS reports and detailed analysis from a Billing perspective helping business to monitor receivables on important projects
Required qualifications, capabilities, and skills
- Bachelor’s Degree in Finance/Accounting and 7 years related business experience required
- Dynamic team player able to adapt to changing environment and multiple demands
- Self-starter, independent worker, ability to think outside of the box
- Good interpersonal, communication and influencing skills
- Strong organizational and time management skills: able to work on multiple projects with competing deadlines
- Excellent technical skills in Microsoft Office Suite, including extensive experience using Excel and PowerPoint
Preferred qualifications, capabilities, and skills
- Certified Public Accounting (CPA) license
- Excellent technical skills in Microsoft Office Suite and IA tools
- Controls focused and strong attention to detail is key; accounting qualification preferred but not essential
- Organized and comprehensive project management approach
