Senior Manager, Travel And Credit Card Operations

Cfa Institute; England; On-site; GBP 90,000 - 120,000; Full time

Benefits offered by this job

Health coverage

Generous time off

Competitive retirement plans

Flexible work options

Wellbeing programs

Job summary

CFA Institute is seeking a Senior Manager, Travel and Credit Card Operations to lead a global travel program and corporate card administration. You will oversee TMC relationships, budgeting, policy, and risk, while driving improvements and ensuring safety for business travelers worldwide.

You will manage a team, partner with Procurement and Treasury, and coordinate with internal stakeholders to optimize travel and expense processes.

Responsibilities

• Manage day-to-day operation of global travel program including TMC, booking platform, and preferred suppliers within policy and budget.
• Lead, coach and develop a team of travel and card analysts and coordinators; set objectives and review performance.
• Manage global travel budget; forecast, analyze variances, and report to Finance leadership.
• Own TMC and supplier processes; support renegotiation, RFPs, sourcing transitions with strategy and contract approval.
• Administer and maintain global travel policy and recommend changes; manage exceptions.
• Collaborate with data/insights to produce travel spend reports; identify trends and savings opportunities.
• Serve as point of contact for traveler safety, security, and travel disruption escalations.
• Maintain traveler communications and training content for Inside CFA Institute.
• Identify gaps in travel and card processes; deliver improvements including new platform capabilities.
• Partner with Procurement, Treasury, Expense Management and Events to align travel, expense and card processes.
• Manage day-to-day administration of corporate credit card program; respond to card applications and user updates.
• Review and respond to card limit change requests; escalate outside policy.
• Respond to cardholder queries and resolve issues; escalate complex matters.
• Maintain card program procedures, controls, and coordinate with Treasury on audits and provider changes.
• Support implementation of card and travel system/process changes to ensure embedding.

Job description

The Senior Manager, Travel and Credit Card Operations leads a team responsible for the day-to-day management of CFA Institute's global travel program and the administration of its corporate credit card program. This role advises on organizational travel and credit card policy updates and ensures a consistent, safe and efficient experience for business travelers and cardholders worldwide. The Senior Manager monitors travel management company and supplier performance, manages the travel budget, maintains travel and card procedures and controls, and uses data and traveler feedback to recommend improvements. The role partners closely with Procurement, Treasury, Accounts Payable, and internal stakeholders.

The responsibilities of this position include, but are not limited, to the following:

Global Travel Program

• Manage the day-to-day operation of the global travel program, including the travel management company (TMC), booking platform, and preferred airline and hotel suppliers, within the policies, budget and objectives set by the Senior Director, Finance Operations
• Lead, coach and develop a team of travel and card analysts and coordinators; set objectives, manage performance and plan development using the organization's frameworks, and remain accountable for team output
• Manage the global travel budget within approved parameters, including forecasting, variance analysis and reporting to Finance leadership; escalte material variances and funding decisions
• Own the travel management company (TMC) and preferred-supplier processes, including performance management against SLAs and scorecards; support contract renegotiation and RFP or re-sourcing efforts to transition providers when performance or value no longer meet organizational needs, by preparing requirements, analysis and recommendations and leading the travel workstream, with strategy, sourcing decisions and contract approval resting with the Senior Director, Finance Operations and Procurement
• Administer and maintain the global travel policy in line with industry practice and in consultation with internal stakeholders; recommend policy changes and escape exceptions that fall outside policy
• Work with the data and insights team to produce travel spend and traveler reporting, and use the analysis to identify trends, exceptions, compliance gaps and savings opportunities
• Serve as the operational point of contact for traveler safety, security and travel disruption escalations, working with Security and duty-of-care partners
• Maintain traveler communications, guidance and training, including content on Inside CFA Institute
• Identify shortcomings in travel and card processes, systems and procedures; plan and deliver improvements, including adoption of new booking platform capabilities, with guidance from the Senior Director and project or program managers
• Partner with Procurement, Treasury, Expense Management and Events to align travel, expense and card processes and reduce duplication

Credit Card Program Management

• Manage the day-to-day administration of the corporate credit card program, including responding to card application requests from new joiners, uploading new user requests to the card portal, and promptly removing users who have left the organization
• Review and respond to individual card credit limit change requests, which are often travel related and urgent, within established policy; escalte requests outside policy or authority
• Respond to cardholder and stakeholder queries and resolve complex card issues; escalte matters of the highest complexity or consequence
• Maintain card program procedures, documentation and controls, and coordinate with Treasury, which owns the monthly cardholder audit, country credit limits with banks, and provider selection (RFP) and changes
• Support the implementation of card and travel system or process changes and ensure changes are effectively embedded

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site:

About CFA Institute

CFA Institute is the global leader in investment excellence and ethics. With nearly 200,000 charterholders across 160 markets, we promote professional growth, uphold ethical standards, and help advance better financial markets. Join a global organization committed to putting investors first.

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