Expense Specialist

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (preferred but not required)
Minimum of 2 years of experience in expense management, accounts payable, or a similar role
Proficiency in Concur software and Microsoft Excel
Knowledge of Salesforce is a plus
Proven ability to manage large volumes of data with accuracy and timeliness
Strong ability to prioritize tasks, meet deadlines, and manage competing priorities
Excellent written and verbal communication skills, with the ability to interact effectively across teams
Proactive approach to identifying and resolving issues or inefficiencies in the expense management process

Prepare, review, and submit expense reports for the sales organization in compliance with company policies and guidelines
Maintain accurate records of submitted expenses, ensuring proper documentation and categorization for auditing purposes
Monitor expense submissions to ensure adherence to corporate policies, identifying discrepancies and resolving issues as needed
Collaborate with sales team members to gather necessary documentation and address inquiries related to expense submissions
Suggest and implement improvements to the expense management process to enhance efficiency and reduce errors
Generate and distribute periodic reports on expense activity and trends to support budget forecasting and analysis
Reconcile American Express accounts for the sales team, ensuring all transactions are accurately recorded and aligned with submitted expense reports