Senior Associate Expense Management - Tooling and Automation

Posted Yesterday
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2 Locations
Remote or Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Lead expense-management tooling enhancements from requirements through implementation and post-launch support. Translate business needs into user stories, acceptance criteria, and process improvements while coordinating stakeholders, dependencies, risks, timelines, testing, training, and adoption. Develop KPIs and dashboards to monitor operational effectiveness, controls, data quality, and compliance. Identify automation opportunities, support governance, and improve workflow efficiency, reporting, user experience, and operational risk management.
Summary Generated by Built In

Make an impact by improving how critical expense and approval workflows run at scale. You will help deliver tooling enhancements that reduce operational friction, strengthen controls, and improve the user experience. Working across business, operations, technology, and risk partners, you will turn needs into well-defined solutions and measurable outcomes. If you enjoy problem solving, delivery ownership, and thoughtful automation, this role offers meaningful visibility and growth.

 

As a Senior Associate (AVP) in the Global Expense Management team, you will translate business needs into clear requirements and partner with technology to deliver workflow and tracking-tool enhancements that improve efficiency, strengthen governance, and reduce operational risk. You will help modernize processes through automation, metrics, and dashboarding while supporting change management and user adoption.

 

Job responsibilities:

  • Lead delivery of tooling enhancements from requirements gathering through implementation and post-launch support
  • Partner with stakeholders to understand needs, document requirements, and design process improvements
  • Translate requirements into user stories and acceptance criteria to enable effective delivery and testing
  • Coordinate priorities, timelines, dependencies, and delivery milestones across business, operations, technology, and risk partners
  • Support user acceptance testing, training, change management, and adoption activities to drive successful launches
  • Identify opportunities to improve efficiency, reporting, and user experience through automation where appropriate
  • Define key performance indicators and develop dashboards to monitor performance, risks, and operational effectiveness
  • Ensure solutions align to governance, controls, data quality standards, and compliance expectations

 

Required qualifications, capabilities and skills:

  • Experience in project management, business analysis, product delivery, or workflow tooling (for example: operations tooling, expense workflows, or control-related workflows)
  • Demonstrated ability to translate business needs into user stories and acceptance criteria and support user acceptance testing
  • Strong stakeholder management skills across business, operations, and technology, with excellent written and verbal communication
  • Practical experience managing delivery plans, dependencies, risks, and milestones in an agile or hybrid environment
  • Strong analytical skills, including defining key metrics, interpreting trends, and using data to drive decisions
  • Ability to simplify complex processes and document decisions in an audit-ready manner
  • Must be willing and able to work night shifts

 

Preferred qualifications, capabilities and skills:

  • Exposure to expense management, approvals workflows, invoices, exception management, or policy-controlled processes
  • Experience defining dashboard and reporting requirements, including metric design and performance monitoring
  • Familiarity with automation concepts such as rules engines, workflow optimization, robotic process automation, or straight-through processing
  • Interest or experience in responsible machine learning use cases (for example: anomaly detection, classification, triage, or routing) with a controls-first mindset
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.

All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.


About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the TeamJ.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

Skills Required

  • Experience in project management, business analysis, product delivery, or workflow tooling
  • Ability to translate business needs into user stories and acceptance criteria and support user acceptance testing
  • Strong stakeholder management skills across business, operations, and technology
  • Excellent written and verbal communication
  • Experience managing delivery plans, dependencies, risks, and milestones in an agile or hybrid environment
  • Strong analytical skills, including defining key metrics, interpreting trends, and using data to drive decisions
  • Ability to simplify complex processes and document decisions in an audit-ready manner
  • Willingness and ability to work night shifts

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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