Job Description

Our client a well known Investment Bank is seeking an Expense Processor in their New York, New York Location

Responsibilities include:Support the seamless reimbursement of employee expenses

• Review and audit expense reports submissions to ensure compliance to policy and supporting documentation meets the required standard
• Monitor and analyze expense reports as directed by operational management
• Review and research potential policy or regulatory violations
• Evaluate out-of-policy expense requests and reject or escalate as appropriate
• Assist with adjustments or special circumstances such as expatriate expenses as necessary

Deliver excellent customer service

• Respond effectively and professionally to calls and emails
• Develop and maintain excellent relationships with internal clients, key points of contact, and fellow employees
• Exercise confidentiality and discretion with approvers and/or employees to resolve expense queries
• Identify and close any gaps between approved travel and expense claims

Conduct hands-on training and continuing education as needed

• Assist end users of SAP Concur expense management and travel system
• Support the implementation of new products or projects including transition to new Concur expense user interface implementation with training, documentation, troubleshooting, and escalation

Support programmatic success

• Ensure all T&E service levels are maintained and all procedures and standards are met
• Coordinate with Accounts Payable and other departments as required
• Escalate issues as appropriate related to Compliance, Internal Audit, Corporate Events, Travel, etc.
• Provide support and assistance to the T&E team on projects and management initiatives
• Maintain regular contact with other Expense Processors globally for knowledge sharing and to ensure delivery alignment
• Provide coverage for out of policy approvals as needed
• Evolve to become a subject matter expert in policy, regulatory requirements, expense processes, and T&E platforms

Requirements:

• Bachelor’s degree or equivalent education and experience
• 0-1 years of experience
• Interest in accounting, expense management, financial services, or operations
• Excellent written and oral communication and interpersonal skills
• High degree of accuracy
• Highest ethics and integrity
• Strong customer service skills
• Good analytical and interpretation skills
• Positive, proactive, calm, professional, focused, motivated, committed, and flexible
• Demonstrated ability to set priorities quickly under pressure, meet deadlines while managing multiple tasks, assess situations and act appropriately
• Able to exercise sound judgment with regard to company policy and procedures to determine appropriate course of action
• Ability to work cohesively in a team with all levels of staff, as well as independently
• Fluency in SAP Concur is a plus
• Strong computer skills

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