Expense Processor, Corporate Services
Position Overview:
The Expense Processor team conducts crucial review and audit of expense claims to ensure compliance, timely reimbursement, and effective customer service to Jefferies employees.
This position reports to the Head of Travel & Expense.
Responsibilities include:
1) 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
2) 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
3) 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
4) 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 with proficient knowledge of MS Outlook, Word, Excel, and PowerPoint
