Process Excellence Lead, Finance Operations - Chase Travel

JPMorgan Chase & Co. • Houston, TX

7d

About The Position

The Process Excellence Lead in Finance Operations leads data standardization and project-driven transformation across billing, collections, cash, and procurement workflows. The role clarifies data definitions, ownership, and controls and delivers improvements that strengthen accuracy, timeliness, and client experience. It partners with Finance Operations leaders and cross-functional stakeholders to align initiatives with operational standards, internal controls, audit readiness, and confidentiality expectations. The position also contributes data-driven insights and recommendations to strategic planning and periodic reviews, and supports special projects and ad-hoc requests.

Requirements

• Bachelor’s degree in accounting, finance, or a related discipline.
• At least 5 years of relevant experience in finance operations, such as billing/AR, cash/reconciliations, AP/procurement, close support, or adjacent operations.
• Strong finance operations knowledge, data orientation, and structured project execution capability.
• Advanced Excel skills and strong proficiency with Microsoft Office tools; comfort working across multiple finance systems and data sources.
• Ability to define data, create repeatable reporting, and translate operational activity into actionable insights.
• Strong understanding of internal controls and accounting concepts.
• Ability to manage multiple workstreams, prioritize effectively, and drive execution under deadlines.
• Strong communication and stakeholder-management skills, including the ability to facilitate alignment across teams.
• High attention to detail, strong judgment, and a continuous improvement mindset.
• Must be authorized to work for any employer in the United States; immigration sponsorship and employment visa sponsorship takeover are not available.
• Candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hire, as relocation assistance is not provided.

Nice To Haves

• Knowledge of GAAP/SOX and audit interaction, as applicable.

Responsibilities

• Own and maintain a Finance Operations data matrix covering key data elements, definitions, source systems, lineage, owners, quality checks, reporting outputs, and control points across billing/AR, cash, and procurement.
• Establish a consistent KPI and reporting framework, including recurring performance updates to leadership.
• Identify, size, and prioritize process improvement opportunities and build a structured pipeline documenting the problem, root cause, expected benefits, dependencies, and timeline.
• Lead cross-functional projects from intake through delivery, including requirements, process mapping, risk and control impacts, testing, cutover, and post-implementation performance tracking.
• Drive root-cause analysis of recurring billing discrepancies, interface errors, reconciliation breaks, and payment issues, and recommend policy or workflow changes to prevent recurrence.
• Partner with Finance Operations leaders to align initiatives with operational standards, internal controls, audit readiness, and confidentiality expectations.
• Support continuous improvement by standardizing procedures, enabling documentation, and ensuring teams have guidance for exceptions and escalations.
• Coordinate with stakeholders such as account management, billing teams, procurement/AP, cash management, and systems teams to improve end-to-end process performance and client experience.
• Contribute data-driven insights, trend analysis, and recommendations to strategic planning and periodic reviews.
• Assist with special projects and ad-hoc requests as needed or assigned.
• Demonstrate Respect, Integrity, Excellence, Communication, Commitment, and Delivering the Unexpected.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior