Finance Operations Transformation Lead

Aumni; Houston (TX); On-site; USD 110,000 - 140,000; Full time

Job summary

Chase is seeking a Process Excellence Lead in Finance Operations to drive data standardization and transformation across billing, collections, cash, and procurement workflows. You will define data ownership, controls, and reporting, turning opportunities into measurable improvements in accuracy, timeliness, and client experience.

You will lead data-driven initiatives, coordinate with multiple teams, and ensure compliance with internal controls and audit readiness.

Qualifications

• Bachelor’s degree in accounting, finance, or related discipline.
• 5+ years of relevant experience in finance operations (billing/AR, cash/reconciliations, AP/procurement, close support, or adjacent operations).
• Strong finance operations knowledge plus data orientation and structured project execution capability.
• Advanced Excel skills and strong proficiency with Microsoft Office tools; comfort with multiple finance systems and data sources.
• Demonstrated ability to define data, create repeatable reporting, and translate operational activity into actionable insights.
• Strong understanding of internal controls and accounting concepts.
• Proven ability to manage multiple workstreams, prioritize effectively, and drive execution under deadlines.
• Strong communication and stakeholder-management skills; ability to facilitate alignment across teams.
• High attention to detail, strong judgment, and a continuous improvement mindset.

Responsibilities

• Own and maintain a Finance Operations data matrix across billing/AR, cash, and procurement domains.
• Establish a consistent KPI and reporting framework with recurring leadership updates.
• Identify, size, and prioritize process improvement opportunities; convert them into a structured pipeline.
• Lead cross-functional projects from intake through delivery (requirements, process mapping, risk/control impacts, testing, cutover).
• Drive root-cause analysis for recurring billing discrepancies, interface errors, reconciliation breaks, and payment issues; recommend policy/workflow changes.
• Partner with Finance Operations leaders to ensure initiatives align with operational standards, internal controls, audit readiness, and confidentiality expectations.
• Support continuous improvement by standardizing procedures, enabling documentation, and providing guidance for exceptions and escalations.
• Coordinate with stakeholders to improve end-to-end process performance and client experience.
• Contribute to strategic planning with data-driven insights, trend analysis, and recommendations.
• Assist with special projects and ad-hoc requests; demonstrate core values.

Skills

Advanced Excel

Data orientation

Project execution

Stakeholder management

Process analysis

Education

Bachelor’s degree in accounting/finance

Tools

Microsoft Office

Job description

Chase is seeking a Process Excellence Lead in Finance Operations to drive data standardization and transformation across billing, collections, cash, and procurement workflows. You will define data ownership, controls, and reporting, turning opportunities into measurable improvements in accuracy, timeliness, and client experience.

You will lead data-driven initiatives, coordinate with multiple teams, and ensure compliance with internal controls and audit readiness.