Travel and Expense Operations Analyst

Duration - 7 Months

Location - Boston, MA

Max Pay - $48 to $50/hr

Role Summary

The Travel and Expense Operations Analyst will be responsible for driving day to day operations of expense related systems, processes, and travel program. This will include managing routine expense reporting and credit card program. They will oversee the Concur software and CWT platform. In their role they will examine and evaluate travel-related expenses, to ensure compliance with company policies and regulatory guidelines. This position will provide reporting and analysis from Concur and CWT to identify out of policy situations and/or exceptions. They will prepare journal entries and monthly reconciliations for two reporting companies. The role involves conducting audits, analyzing expense reports, identifying discrepancies, and recommending corrective actions to maintain financial accuracy and efficiency. Position will be responsible for handling system issues, reporting enhancement and system upgrades, as required. This role will be a valued member of the accounting team and report to the Assistant Controller and work closely with stakeholders across the Finance and Procurement team, and with expense approvers across the organization. This role is suited for a collaborative, team-oriented leader with a strong background in high volume transactions and expense reporting.

Primary Responsibilities

• Lead Corporate Card program including oversight of the ordering of cards and deactivations, training on the Corporate Travel Policy, Concur, corporate travel agency and best practices.
• Concur/CWT/Corporate Card Responsibilities
  • Manage end to end lifecycle of CWT and Concur processes to support employee effectiveness with the systems
  • Maintain travel help desk tickets, respond to inquiries about expense reporting application, provide support and engage in solutions.
  • Oversee the corporate card program, including account management, new card requests, monthly payments, and meetings with program representatives.
  • Assist in creating training materials, guides, and handouts on how to use reporting tools and dashboards, deliver/or facilitate learning to audiences through web-based trainings and/or in person trainings.
  • Verify the accuracy, validity, and completeness of expense documentation.
  • Ensure Concur and CWT audit rules, reminders, monthly reports are operating correctly. Ensure Concur audit rules, exceptions and procedures are aligned with the T&E Policy.
  • Perform a timely and accurate audit of all expense reports to confirm compliance with corporate travel policies and expense guidelines.
  • Prepare month-end journal entries and balance sheet account reconciliations for multiple entities.
  • Serve as a liaison to T&E related vendors to define existing, new, and ad hoc T&E reporting and reporting frameworks. * Troubleshoot sync issues between NetSuite and Concur, as required. Oversee and maintain the integrity of Concur data, which includes conducting various audits of the application and data, to confirm use of accurate entry processes.
• General Administration/Reporting
  • Liaison with Procurement to maintain delegation of authority levels to ensure proper approvals for expense reports.
  • Collaborate with finance, HR, and people managers across the organization to resolve discrepancies and improve expense reporting processes.
  • Complete Monthly KPI reporting. Analyze expense data to identify trends, patterns, and discrepancies.
  • Responsible for providing documentation to support Sunshine Act/Transparency compliance requirements. Collaborate with US Compliance on Sunshine Act compliance requirements.
  • Supports in the aggregation of US data and analyzes meaningful and actionable summarized information for management review on a month

    All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.