Expense CoE- Associate

Responsibilities:

· Process employee expense reports by reviewing them for accuracy and appropriate documentation to ensure compliance with firm policies

· Escalate questionable or non-compliant transactions through appropriate channels for quick, timely, and accurate resolution

· Compile, analyze, and report expense reimbursement data to assess accuracy, completeness, and conformance to standards and policies

· Complete analysis of compliance reporting to ensure identify outliers and trends

· Continually review and understanding of applicable firm policies and processes

· Assist employees in the proper utilization of the Expense Management Tool, including development and communication of training documents

Requirements:

· Bachelor’s degree preferred or equivalent work experience

· 2+ years of experience working in finance or accounting

· Prior experience in expense auditor or similar role preferred

· Prior experience with Emburse or a similar expense product preferred

· Prior experience with AppZen or a similar expense product preferred

· Prior experience with SQL, Alteryx, and Power BI preferred

· Proficiency in Microsoft Office Suite, with emphasis on Excel

· Excellent customer service skills

· Highly attentive to detail and organized

· Effective time management skills to meet deadlines

· Ability to work in a team and self-directed

· Ability to appropriately handle confidential information

· Excellent communications skills, both verbal and written