Process Excellence Lead, Finance Operations - Chase Travel

JPMorgan Chase & Co.; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Process Excellence Lead for Finance Operations to drive data standardization and transformation across billing, collections, cash, and procurement workflows.

You will define data ownership, lead cross-functional projects, and translate improvements into measurable outcomes for accuracy, timeliness, and client experience. The role requires 5+ years in finance operations, strong Excel and data skills, and proven ability to manage multiple workstreams with

Qualifications

• Bachelor’s degree in accounting, finance, or related discipline.
• 5+ years of experience in finance operations and related areas.
• Strong data orientation and structured project execution capability.
• Advanced Excel skills and comfort with multiple systems and data sources.
• Ability to translate operational activity into actionable insights.
• Strong understanding of internal controls and accounting concepts.
• Proven ability to manage multiple workstreams and meet deadlines.
• Strong communication and stakeholder-management skills.

Responsibilities

• Own and maintain a data matrix across billing, AR, cash, and procurement.
• Establish KPI and reporting framework with leadership updates.
• Identify, size, and prioritize process improvements and pipeline.
• Lead cross-functional projects from intake to delivery.
• Perform root-cause analysis on recurring issues and recommend changes.
• Ensure alignment with operational standards, controls, and audits.
• Support standardized procedures and clear guidance for exceptions.
• Coordinate with stakeholders to improve end-to-end performance.
• Contribute data-driven insights and trend analysis for strategy.
• Assist with special projects and ad-hoc requests.

Skills

Advanced Excel

Data analysis

Stakeholder management

Internal controls

Multiple workstreams

Communication

Education

Bachelor’s degree in accounting/finance

Tools

MS Office

Job description

Build your career in a role where your data discipline and project leadership directly improve how finance operations runs. You’ll partner across teams to simplify processes, strengthen controls, and deliver measurable outcomes.

As aProcess Excellence LeadinFinance Operations, you lead data standardization and project-driven transformation across billing, collections, cash, and procurement workflows. You build clarity around data definitions, ownership, and controls, and you turn improvement opportunities into delivered change that improves accuracy, timeliness, and the client experience.

Job responsibilities

• Own and maintain a Finance Operationsdata matrix(key data elements, definitions, source systems, lineage, owners, quality checks, reporting outputs, and control points) across billing/AR, cash, and procurement domains.
• Establish a consistentKPI and reporting framework(e.g., billing accuracy, dispute cycle time, collections effectiveness, payment timeliness, reconciliation timeliness), including recurring performance updates to leadership.
• Identify, size, and prioritizeprocess improvement opportunities; convert them into a structured pipeline (problem statement, root cause, expected benefits, dependencies, and timeline).
• Leadcross-functional projectsfrom intake through delivery (requirements, process mapping, risk/control impacts, testing, cutover, and post-implementation performance tracking).
• Driveroot-cause analysisfor recurring billing discrepancies, interface errors, reconciliation breaks, and payment issues; recommend policy/workflow changes to prevent recurrence.
• Partner with Finance Operations leaders to ensure initiatives align with operational standards, internal controls, audit readiness, and confidentiality expectations.
• Support continuous improvement in operational execution by standardizing procedures, enabling documentation, and ensuring teams have clear guidance for exceptions and escalations.
• Coordinate with stakeholders (e.g., account management, billing teams, procurement/AP, cash management, systems teams) to improve end-to-end process performance and client experience.
• Contribute to strategic planning and periodic reviews by providing data-driven insights, trend analysis, and recommendations.
• Assistwith various special projects and ad-hoc requests as needed or assigned.
• Demonstrate Respect, Integrity, Excellence, Communication, Commitment and Delivering the Unexpected.

Required qualifications, capabilities, and skills

• 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).
• The role requires strong finance operations knowledge plus 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.
• 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.

Preferred qualifications, capabilities, and skills

• GAAP/SOX and audit interaction knowledge preferred (as applicable).

Applicants must be authorized to work for any employer in the US. We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time. Final job grade level and corporate title will be determined at time of offer and may differ from this posting. This role does not provide relocation assistance, so all candidates must be local to the work locations listed in the job posting or willing to relocate on their own immediately upon hire.