Responsible for managing and performing the Corporate Services Group's Expense Management processes, procedures and policies. Primary focus is on supervision and review of staff work related to Travel & Expense, Concur, and American Express Systems' deliverables, developing solutions based upon subject expertise, and occasionally representing the department at a broader level. Role is both analytical and transactional in nature. Individual contributor role, reports to the Travel & Expense Manager.
Job will sit in NYC then move to White Plains,NY
Supervise and train the CSG-1 level staff in the performing their duties.
Assume a Single Point of Contact responsibility from a customer service perspective.
Collect data, for analysis and develop MS Excel, PowerPoint presentations, and Concur management reports for Senior Management as requested.
Review and approve all travel and expense transactions in the Concur system, according to the Bank's Travel Reimbursement Policy.
Make expense report auditing decisions. Know when/how to flag/return expense items, change expense types, or lower amounts, etc.).
Communicate directly with Bank Employees and assist them with processing their travel requests and/or expense reports.
Participate in the work effort of small to large projects; work individually and as a team member.
Make Concur configuration changes and workflow modifications.
Administer the bank’s corporate credit card program, processing card activation, termination, fraud notification, and spend analysis and reporting.
3-5 years of relevant experience in basic accounting or accounts payable.
5-7 years of experience working with Concur Travel and Expense.
College degree in Business or Accounting preferred or related work experience.
Mathematical and analytical competency in MS Excel and Concur Intelligence for data collection, analysis, report generation, able to quickly provide ad-hoc reporting requests. Familiarity with Cognos and/or other reporting tools.
Expert-level Concur Travel and Expense system competencies.
Accuracy and timeliness with operational transaction processing.
Customer service and communication skills to speak directly with SMBC employees at all levels on specific expense tool functionality and explain policies and procedures, including presenting Concur Program highlights at weekly new hire orientations.