Join a dynamic team with a leading financial services firm where your attention to detail and organizational skills will make a direct impact. As an Expense Coordinator, you’ll play a vital role in managing and streamlining expense processes, ensuring compliance, and supporting key stakeholders across the organization. This position offers an opportunity to develop expertise in financial systems like SAP Concur while contributing to a collaborative and fast-paced environment. If you’re passionate about efficiency, accuracy, and customer service, this role is the perfect fit for you!

Responsibilities

• Oversee the SAP Concur software system, ensuring a comprehensive understanding of its processes to manage updates or resolve issues effectively.
• Conduct thorough audits, reviews, and processing expense reports to ensure compliance with the travel and entertainment (T&E) policy.
• Generate, customize, and deliver reports from SAP Concur based on organizational needs.
• Provide exceptional customer service to all business segments, addressing functional and policy-related questions or concerns.
• Collaborates with Executive Assistants to ensure they have all the necessary information to process expenses promptly and accurately.
• Support projects and initiatives related to the SAP Concur software, driving process improvements and system enhancements.
• Maintain, enforce, and refine the company travel and expense policy to ensure compliance and efficiency.
• Prepare detailed monthly internal summary management reports on travel and expenses for Finance review.
• Potentially expand responsibilities to include accounting functions such as accruals and reconciliations related to expense processing.
• Build expertise in related systems and processes, including invoice processing workflows.
• Resolves, responds to and proactively anticipates needs and concerns and initiates actions for problem resolution.
• Perform additional duties as assigned, contributing to the department’s overall success

Ideal Experience

• Bachelor’s degree preferred with prior experience in business and/or staff experience involving accounting activities and analytics or through evaluating or submitting expense reporting is required.
• Excellent communication/presentation skills and the ability to work effectively with others.
• Proficient with MS Office applications, Concur Expenses module and functionality, and NetSuite general ledger.
• Meticulous attention to detail and the ability to translate analytical findings into actionable solutions/processes.
• Outstanding proficiency in written communication.
• Excellent time management and the ability to prioritize your workload.
• Strong customer service-oriented approach.
• Comfortable investigating situations to ensure expense policy compliance.

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