Prepare for your JPMorgan accounting interview

Corporate accounting, internal controls, and financial reporting calibrated to JPMorgan's excellence-driven, analytically rigorous culture.

Socratify AI

The Interview

What JPMorgan is looking for

Technical Interview

Technical Accounting

01ASC (Accounting Standards) Application

02Financial Reporting & Consolidation

03Fair Value & Valuation Methods

04Account Reconciliation & Analysis

Controls Interview

Controls & Compliance

01Internal Control Design & Assessment

02Regulatory Compliance & Reporting

03Risk Management Framework

04Documentation & Evidence

Behavioral Interview

01Technical Proficiency

02Intellectual Curiosity

03Teamwork & Collaboration

04Business Acumen

Complex financial instruments expertise//Regulatory compliance rigor//Global financial reporting systems

Practice Library

JPMorgan exercises

Ready to ace your JPMorgan accounting interview?

Prepare for your JPMorgan accounting interview

Corporate accounting, internal controls, and financial reporting calibrated to JPMorgan's excellence-driven, analytically rigorous culture.

Socratify AI

The Interview

What JPMorgan is looking for

Technical Interview

Technical Accounting

01ASC (Accounting Standards) Application

02Financial Reporting & Consolidation

03Fair Value & Valuation Methods

04Account Reconciliation & Analysis

Controls Interview

Controls & Compliance

01Internal Control Design & Assessment

02Regulatory Compliance & Reporting

03Risk Management Framework

04Documentation & Evidence

Behavioral Interview

01Technical Proficiency

02Intellectual Curiosity

03Teamwork & Collaboration

04Business Acumen

Complex financial instruments expertise//Regulatory compliance rigor//Global financial reporting systems

How It Works

Master JPMorgan Accounting Interviews

Technical accounting and controls cases, scored on JPMorgan's evaluation dimensions. · Click to expand

1Your Accounting Goals

Audit Risk Assessment

Practitioner

Control Testing

Practitioner

2Accounting Case Prep

Walk me through how you would account for a complex financial instrument (e.g.,...

CASE INTERVIEWHard

JPMorgan

3Frameworks

Framework

Is revenue recognition appropriate and complete?

Revenue timing and cut-off procedures sufficient?

Tested 72 transactions across 4 quarters — 0 exceptions

Journal entries after month-end: 8% of revenue (within materiality)

All revenue streams identified and recorded?

Completeness tested via billing system reconciliation — 99.4% match

Write-offs in current period: $2.1M vs $1.8M prior year (16% increase)

Is accounts receivable valuation and existence verified?

Allowance for doubtful accounts reasonable?

Current allowance: 4.2% of gross AR vs historical 3.6% (increase justified by aging)

Days sales outstanding: 62 days vs prior year 51 days — 21% increase YoY

AR existence confirmed via customer confirmations?

Confirmation response rate: 87% (target: 80%)

Unconfirmed balances: 12 accounts representing $4.3M (1.2% of AR)

Is inventory valuation accurate and consistent with standards?

Physical inventory count procedures effective?

Count variance: 0.3% (prior year 0.2%) — within tolerance threshold

Obsolete inventory reserve: $8.2M (2.1% of inventory value)

Cost of goods sold and inventory methods correctly applied?

FIFO method tested on 45 items — no exceptions

4Feedback

Risk Assessment & Materiality

Distinctive

Control Testing & Evidence

Strong

Financial Statement Analysis

Meeting Bar

Audit Judgment

Strong

Repeat

Practice Library

JPMorgan exercises

Walk me through how you would account for a complex financial instrument (e.g.,...

CASE INTERVIEWHard

Financial Services · Technical AccountingJPMorgan

JPMorgan is consolidating a new subsidiary. Outline your approach to determining...

CASE INTERVIEWHard

Banking · ConsolidationJPMorgan

Evaluate the design and effectiveness of controls over the revenue recognition process...

LEARNMedium

Financial Services · Control AssessmentJPMorgan

Tell me about a time you identified a complex accounting issue and explained it to...

BEHAVIORALMedium

Behavioral · CommunicationJPMorgan

Describe a situation where you had to work with multiple teams to resolve an accounting...

BEHAVIORALMedium

Behavioral · CollaborationJPMorgan