Commercial & Investment Bank - Expense Management Associate

JPMorgan Chase JPMorgan Chase · Banking · Brooklyn, NY +1 · Commercial & Investment Bank

This role supports day-to-day expense activities for business teams, focusing on travel and expense oversight, policy guidance, facilitation execution, and controls. It involves serving as a point of contact for guidance and approvals, managing exceptions, partnering with offshore teams, coaching stakeholders, monitoring data, and driving continuous improvement including automation and AI-enabled enhancements.

What you'd actually do

  1. Serve as a primary point of contact for expense management guidance, approvals, and issue resolution for aligned business teams
  2. Act as the expense exception approver and manage exception workflows in line with policy and control requirements
  3. Partner with offshore facilitators as the onshore liaison to execute the expense facilitation model and deliver key milestones
  4. Coach stakeholders and peers to unblock workflows and improve “right first time” outcomes
  5. Deliver training and one-on-one support for new hires and ongoing education for administrative and stakeholder teams; attend relevant meetings as the expense subject matter expert

Skills

Required

  • Bachelor’s degree with 3+ years of relevant experience (or equivalent experience) in operations, office management, project coordination/management, or a client-facing role supporting senior stakeholders
  • Strong customer service orientation, sound judgment, and ability to handle sensitive matters professionally
  • Excellent organization, attention to detail, and ability to manage multiple priorities under time pressure
  • Strong written and verbal communication skills; ability to build relationships across levels and functions
  • Demonstrated ability to influence outcomes, manage workflow challenges, and deliver on time with a “right first time” mindset
  • Comfort operating independently while also contributing as part of a broader team
  • Strong technology skills, including working with databases and Excel (or equivalent analysis tools)

Nice to have

  • Experience partnering with offshore and/or regional teams
  • Background in travel and expense operations, facilitation models, and/or control-focused operational roles
  • Experience identifying and implementing process improvements
  • Exposure to automation and/or AI-enabled enhancements (including small-scale prototypes)

What the JD emphasized

  • AI-enabled enhancements