Patrick Mitchell
Exton
Summary
Results-driven VP with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
Overview
8
8
years of professional experience
Work History
Vice President
JP Morgan Chase & Co
Wilmington, DE
02.2026 - Current
- Manage a team of individuals as the Vice President of North America Merchant Services Product Control Team
- Assist in producing month end forecasting working with P&A and Business Management to ensure accurate P&l at the Product and Client Levels
- Assist in Variance Analysis and month and quarter end reporting, inclusive of regulatory reporting requirements
- Oversee Foreign Exchange Management for the business and ensure proper heading of non USD P&L
- Assist Product in driving new products and developing a control framework to ensure new product launches are successful
Senior Associate
JP Morgan Chase & Co
Wilmington, DE
02.2023 - 01.2026
- Collaborate with various finance teams to ensure timely and accurate closing of monthly and quarterly legal entity and line of business P&Ls
- Oversee quarterly rep letter submission to senior management Collaborate with front office teams to assist in financial concession and adjustment processes and resolve systemic billing errors promptly
- Engage with Finance Technology and Business Management teams to accurately report client level P&L to senior stakeholders
- Lead the Global Merchant Services P&L forecasting process and actively engage with business partners to capture and communicate any expected changes to P&L metrics
Associate
JP Morgan Chase & Co
Wilmington, DE
02.2022 - 01.2023
- Create monthly journal entries for accurate month end P&L and ensure all accruals are accurate and promptly booked into the ledger
- Oversee front office client revenue share process, ensuring payments are accurate and sent timely
- Spearheaded training sessions on best practices for financial analysis and reporting tools.
- Liaise with product on client billing errors and ensure best practices to mitigate further risk and prevent recurring billing issues
Analyst
JP Morgan Chase & Co
Wilmington, DE
08.2020 - 01.2022
- Assist in month end financial close process by running daily P&L metrics to ensure timely close of the ledger and accurate results are presented
- Collaborate with recon to evaluate any aging items and ensure these items are cleared timely and properly
- Led initiatives to optimize data management practices, ensuring accuracy and compliance with regulations regarding client specific P&Ls
- Implemented automated reporting tools, reducing manual effort and improving turnaround time for analyses regarding the month end close process
Ledger Oversight and Control Analyst
JP Morgan Chase & Co
Newark, DE
07.2019 - 08.2020
- Firmwide accounting business support for firmwide strategic accounting systems (SAP General Ledger and OIM/ Fiserv Frontier Reconciliation systems)
- Assisted users across each system resolving various issues and provide solutions on how to resolve and improve their processes
- Successfully facilitated and implemented a new process to move internal DDA accounts to a new product feed in collaboration with SRE and reconciliation teams to ensure successful and seamless transition
- Collaborated with the Client Experience team to create an informative SharePoint site for end users to automate recurring queries
Summer Intern
JP Morgan Chase & Co
Newark, DE
06.2018 - 08.2018
- Created weekly and monthly P&L reports for management team and reconciled bank accounts
- Presented internship project to management team and recommended changes to improve current processes
Education
Bachelor of Business Administration - Accounting, Predictive Business Analytics
TEMPLE UNIVERSITY, Fox School of Business
Philadelphia, PA05-2019
Skills
- Proficient in Microsoft Office Word, Excel, PowerPoint, Publisher, Access, SAP Product Suite, Frontier/Fiserv reconciliation systems, CDGL, PitchPro
LEADERSHIP
- Client Billing Governance Lead, Merchant Services January 2022-Present
- Committee Member representing controller team assisting in the review and approval of external client billing codes to prevent billing errors and mitigate external risk
Timeline
Vice President
JP Morgan Chase & Co
02.2026 - Current
Senior Associate
JP Morgan Chase & Co
02.2023 - 01.2026
Associate
JP Morgan Chase & Co
02.2022 - 01.2023
Analyst
JP Morgan Chase & Co
08.2020 - 01.2022
Ledger Oversight and Control Analyst
JP Morgan Chase & Co
07.2019 - 08.2020
Summer Intern
JP Morgan Chase & Co
06.2018 - 08.2018
Bachelor of Business Administration - Accounting, Predictive Business Analytics
TEMPLE UNIVERSITY, Fox School of Business