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Company Position
J.P. Morgan Full-time – Corporate & Investment Bank – Daily Revenue Reporting
Planned Parenthood Federation of America Deputy Chief Financial Officer
BCT Partners Senior Accountant/Controller


Company: J.P. Morgan

Hiring Manager: Brian Gibbs

Job Description:

The Daily Revenue Reporting Team (DRR) provides "best in class" revenue reporting for the Corporate & Investment Bank (CIB) globally supporting all LOBs. The team is responsible for producing p/l reports and analysis that are informative, accurate, reliable and timely. Daily p/l from the DRR System is published to an audience including Product Controllers, CFOs, and LOB Business Managers. DRR reports are used by the firm’s Senior Management to make sound financial decisions and by regulators to supervise and ensure the firm is in compliance with key regulatory guidelines. Our goal is to continuously improve the reporting process through enhancements in a controlled environment and to improve the p/l reporting operating model.

In addition to the production of daily revenue reports, the DRR Team plays an integral role in the monthly, quarterly, and year end close processes. The team provides oversight for the monthly p/l Certification process to ensure the Bank’s revenues are in line with Basel 2.5 requirements. The DRR Team works very closely with CIB Technology, LOB Controllers and P&A partners across the Finance organization as well as performs ad-hoc reporting and analysis. The DRR System supports firm-wide backtesting by providing critical downstream feeds to Market Risk on a daily basis.

Analyst Responsibilities:

The Daily Revenue Reporting Analyst role provides a unique opportunity to interact with multiple lines of business and corporate groups. It is an opportunity to learn about the core CIB businesses and their various products in a highly visible and fast paced environment. The individual will join the DRR Team and responsible for the day to day production and timely delivery of management reporting to senior business stakeholders. Additional responsibilities will include partnering with business management to ensure ownership and accountability and continuing to enhance the controls and efficiency over the daily revenue reporting processes.

Job Responsibilities:

  • Serve as point of contact for other groups within the Central P&A team.
  • Production of daily revenue reports distributed to Senior Management and regulatory agencies.
  • Support the monthly and quarterly business reviews processes.
  • Ensure timely and accurate information delivery.
  • Interact extensively with technology on behalf of the businesses.
  • Liaise with various Project teams to ensure timely completion of MIS initiatives.
  • Conduct ad-hoc MIS reporting and analysis.


  • Undergraduate degree in Finance, Accounting, Economics or related field.
  • Minimum of 1-3 years Financial Service industry experience preferred
  • Solid understanding of financial markets and instruments.
  • Familiar with Investment Banking products
  • Excellent communication skills and ability to develop relationship with other teams.
  • Ability to multi-task complex requirements under considerable time pressure
  • Maintain a high degree of accuracy and quality of work
  • Strong analytical and problem solving skills.
  • Team player
  • Strong attention to detail.
  • Follow control guidelines and escalation procedures.
  • Proficient in Microsoft Excel, VBA Macros, and Access.

Planned Parenthood Federation of America

The position of Deputy Chief Financial Officer at the Planned Parenthood Federation of America (PPFA) national office will support organizational stability and growth through the application of sound financial principals, processes and strategy. It is the duty of the Deputy Chief Financial Officer (DCFO) to assist in the development of short and long-term financial strategies for the organization; identifying, evaluating and addressing financial issues; and evaluating operating procedures within the organization that support financial mandates.

Reporting to the Chief Financial Officer Wallace D’Souza , and serving as member of expanded executive team, the DCFO will serve as a strategic leader and will partner with the CFO in leading Finance operations and core financial initiatives. As a link between the Finance Division and operational entities and partners, the DCFO is responsible for driving financial goals, tracking and reporting progress towards strategic and tactical goals, progress on specific projects and driving overarching plans and activities across the organization that insures the sustainability of PPFA’s mission.

The position provides financial leadership and direction to key financial operation departments and support to PPFA division operations. The DCFO assists in managing specific financial functions such as debt and treasury management, financial analysis, purchasing and financial reporting; including supervision of assigned staff. The position is also responsible for working with program staff on integration of PPFA’s program plans with budget.

The DCFO is expected to demonstrate impeccable professionalism, discretion, and bring an unflappable approach and collegial work ethic to realize the potential of this organization. This is a job focused on leadership, functional expertise, integrity and partnership with a talented team of people. The position is designed and responsible for driving the day-to-day success of the Division in collaboration with operational stakeholders.

Key responsibilities for this leader include:

  • Treasury Management: includes administration of PPFA holdings, with the ultimate goal of maximizing the organization’s liquidity and mitigating its operational, financial and reputational risk. This also includes a oversight of PPFA’s collections, disbursements, investment and funding activities. Knowledge of debt financing will be desired. PPFA’s most recent bond financing issued was in 2011.
  • Analysis: Includes assessment of the viability, stability and profitability of the operation and its various revenue streams and expenses. Provide accurate financial reporting and present to top management for key business decision-making. Identify key business and environmental trends that influence PPFA’s business and strategy.
  • Purchasing: includes coordination and implementation PPFA’s acquisition of goods and services to support the Federation office.
  • Financial Reporting and Financial Systems : Drive the design and delivery of technology-driven solutions focused on identifying and clearly communicating issues on a proactive basis, and work collaboratively with the relevant parties to craft and implement solutions. Review current business process to ensure optimization with PPFA’s new financial system
  • Budgeting: Develop and implement budgetary policies and procedures. The DCFO will be expected to lead integrated budgeting and planning processes, develop systems and identify and clearly communicate issues proactively, and work collaboratively with the relevant parties to craft and implement solutions. The DCFO will participate in the development of the budget for presentation to the CFO and for administration of the budget as approved.

The success of the DFCO in year one will be largely measured in terms of the ability to establish solid, effective relationships with the finance team, PPFA Leadership Team, PPFA Extended Leadership Team Members, Development Division Leadership, and Budget Managers across the organization. Additionally, he/she will be involved with the mid-year budget process, develop comprehensive financial reports for the CFO and senior management, partner with Deputy Financial Officer in Washington, D.C. to ensure efficient and effective financial reporting and analysis, and lead a review of PPFA’s business processes and assume oversight of the financial system.

The DFCO leads a team of 5-7, and reporting directly to this position are a Senior Director of Finance, an Associate Director of Treasury and Banking, a Director of Financial Systems, and a Senior Manager of Purchasing.

Qualifications for this role:

  • The DFCO will be a seasoned nonprofit financial leader with over 10 years of experience managing finance and administration matters of a high-growth, mission-based organization.
  • A Master’s degree in Business, Finance or related field is preferred.
  • The DFCO will have a comprehensive understanding of nonprofit accounting, the ability to manage significant financial complexity, and the ability to ensure proper fiscal reporting of all entities associated with the organization, including both 501(c) 3 and (c) 4 organizations and entities.

Additional information on the position can be found at the following link: https://plannedparenthoodext.hire.com/viewjob.html?optlink-view=view-109446&ERFormID=newjoblist&ERFormCode=any.

Interested candidates, or those wishing to share referrals, contact Patricia Neds, Senior Recruiter, MSA Executive Search, at Patricia.Neds@MSAsearch.com.

BCT Partners

Position Summary

BCT Partners is a national consulting services firm that works with corporations, government agencies foundations and nonprofit organizations to build organizational capacity, strengthen communities and improve quality of life. Our vision is to be at the forefront of transforming neighborhoods into vibrant communities, empowering stakeholders to maximize their potential and catalyzing change that is so lasting its effects are felt for generations to come. BCT Partners is a minority-owned and operated, Federal 8(a) joint venture, small, disadvantaged business enterprise and one of the leading firms in the country with expertise in the following industries/sectors: housing and community development, economic development, workforce development, children and families, education, and health.

We are seeking a Senior Accountant who can lead all accounting and finance activities associated with operations, projects, bid/proposal development, and government compliance. In this leadership role, the Senior Accountant will be required to support various contract types (i.e. firm-fixed cost, cost plus, time and material) and clients (e.g. federal government, non-profit organizations and foundations, and corporations). This position will require supervision of a Bookkeeper and Accounting Clerk and interfacing with the Management Team, Project Managers, and staff. From an operational and project perspective, he/she should expect to manage the fiscal health and well-being of the company at both a corporate and project-level and engage the BCT Project Management Office (PMO), Project Managers, and staff as needed. It will be expected that the Senior Accountant will also help with business development activities that include competitive pricing analysis, developing rate cards, defining indirect rate structures and recommending pricing to support sales activity.

Key Responsibilities

The Senior Accountant will be responsible for supervising the Bookkeeper and Accounting Clerk, reporting financial activity to the management team on a periodic basis, maintaining Quickbooks, Deltek GCS Premier, and Deltek Time & Expense, creating and calculating indirect rate structures, completing incurred cost submissions, managing and assisting with DCAA audits, drafting customized policies and procedures, preparing budgets, forecasts, and statements of cash flows, and supporting business development with proposal pricing.

Specifically, the Senior Accountant is expected to:


  • Use their cost accounting AND managerial accounting knowledge and experience to direct accounting and finance activities.
  • Lead the development and application of rate structures.
  • Maintain and/or implement accounting processes that meet DCAA requirements.
  • Create policies and procedures that account for FAR regulations.
  • Manage the accounting needs of the company with the aid of a Bookkeeper and Accounting Clerk.
  • Beyond maintenance of these system and processes, the Senior Accountant will be expected to codify accounting policies and create a PO system.


  • Establish and maintain budgets and forecast at both a companywide and project/contract level
  • Conduct periodic and regular financial statement analysis for the Management Team. Offer insight and recommendations to help ensure the fiscal health and profitability of the company.
  • Provide cashflow management.

Business Development Support

  • Generate federal proposal pricing recommendations based on BCT cost structures and competitive rate analysis of the marketplace.
  • Provide pricing support for proposal across all contract types (i.e. firm-fixed cost, cost plus, time and material) and clients (e.g. federal government, non-profit organizations and foundations, and corporations).
  • In some cases, translate level of effort (LOE) requirements from RFP to cost proposal.

Skills, Knowledge, & Experience Required

A successful candidate will be able to demonstrate skills related to cost-accounting with government contract accounting experience, ability to assist in pricing opportunities, cost analysis of jobs, knowledge of GAAP, FAR codes, and DCAA compliance. Other skills include:

  • At least 5 years cost and managerial accounting experience. Must have hands-on experience executing accounting activities.
  • Must have undergraduate degree in Accounting, Finance, and or related field.
  • Excellent oral communication skills.
  • Ability to manage and support Quickbooks, Deltek GCS Premier, and Deltek T&E.
  • Capable of performing full cycle accounting within Quickbooks and Deltek GCS Premier.
  • Experience working in a small, entrepreneurial business environment.
  • Technologically savvy, particularly able to work well in Excel, MS Office, and SharePoint.
  • Extremely attentive to details.
  • Experience working in a consulting environment preferred.
  • Demonstrated supervisory experience.
  • Experience managing DCAA audits is a plus.
  • Experience working in a divisional, charge-back financial model is a plus.

Interested candidates should submit their resumes, three professional references, and a cover letter to careers@bctpartners.com and include the Requisition ID in the subject line of your email.


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