Process Excellence Lead, Finance Operations - Chase Travel

JPMorganChase•Houston, TX

About The Position

The Process Excellence Lead in Finance Operations for Chase Travel leads data standardization and project-driven transformation across billing, collections, cash, and procurement workflows. The role builds clarity around data definitions, ownership, and controls, and delivers process improvements that enhance accuracy, timeliness, and the client experience. The position partners with Finance Operations leaders and stakeholders across account management, billing, procurement/accounts payable, cash management, and systems teams. It supports operational standards, internal controls, audit readiness, confidentiality, continuous improvement, and strategic planning through data-driven insights, trend analysis, and recommendations. The role also handles special projects and ad-hoc requests as assigned.

Requirements

Bachelor’s degree in accounting, finance, or a related discipline.
At least 5 years of relevant experience in finance operations, such as billing/accounts receivable, cash/reconciliations, accounts payable/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, sound judgment, and a continuous improvement mindset.
Must be authorized to work for any employer in the United States; immigration sponsorship or takeover of an employment visa is not available.
Candidates must be local to the listed work locations or willing to relocate on their own immediately upon hire; relocation assistance is not provided.

Nice To Haves

Knowledge of GAAP and SOX, and experience interacting with auditors, 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/accounts receivable, cash, and procurement.
Establish a consistent KPI and reporting framework, including recurring performance updates to leadership.
Identify, size, and prioritize process improvement opportunities, and create a structured pipeline documenting problem statements, root causes, expected benefits, dependencies, and timelines.
Lead cross-functional projects from intake through delivery, including requirements, process mapping, risk and control impacts, testing, cutover, and post-implementation performance tracking.
Conduct root-cause analysis of recurring billing discrepancies, interface errors, reconciliation breaks, and payment issues; 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.
Standardize procedures, support documentation, and ensure teams have clear guidance for exceptions and escalations.
Coordinate with stakeholders, including account management, billing teams, procurement/accounts payable, 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.