Account Executive (Expense & Claim), Mira road

Shivani Scientific Industries; Mumbai; On-site; INR 300,000 - 550,000; Full time

Job summary

Shivani Scientific Industries is seeking an Account Executive to manage employee expense claims, travel reimbursements, verify bills, and ensure timely processing. The role will involve coordination with employees, reporting managers and Finance & Accounts to ensure that expense claims are accurate, complete, policy-compliant, and processed within defined timelines.

You are also responsible for providing Travel policy Training to new employees of the Sales and Service departments, helping them

Qualifications

• Experience in expense reimbursement and claims processing.
• Knowledge of travel policy and documentation requirements.
• Proficient with MS Excel and Tally.
• Strong documentation and record-keeping skills.
• Excellent communication and coordination abilities.

Responsibilities

• Receive, verify, and process employee expense and reimbursement claims.
• Check claims against company policies, approved limits, and eligibility criteria.
• Verify bills, invoices, receipts, travel tickets, hotel bills, conveyance bills, and other supporting documents.
• Identify and deduct excess allowances, excess fares, manipulated bills, or unsupported expenses after discussion and clarification with the concerned field staff.
• Verify submitted expenses against the employee's daily activity summary to ensure that the expenses are aligned with the reported activities and travel.
• Follow up with field staff for non-receipt of expense statements and ensure timely submission of pending expense statements.
• Provide training to new employees of the Sales and Service departments to explain the company's travel and expense policy, including eligible expenses, claim submission process, required supporting documents, approval procedures, travel advances, reimbursement timelines, and employee responsibilities.
• Manage travel-related expenses including local conveyance, outstation travel, accommodation, meals, and other business expenses.
• Coordinate with employees for missing documents, clarification, or correction of claims.
• Maintain proper records of all submitted, approved, rejected, and processed claims.
• Coordinate with HR, Finance & Accounts and reporting managers for claim approvals and resolutions.
• Ensure timely submission and processing of employee reimbursement claims.
• Track pending claims and follow up with concerned employees/managers for approvals.
• Prepare expense statements, reimbursement reports, and MIS as required.
• Reconcile employee advances with actual expenses and ensure timely settlement.
• Assist in identifying unusual, duplicate, or non-compliant expense claims.
• Handle employee queries related to expense reimbursement, claim status, travel advances, and company expense policies.

Skills

Expense reimbursement

Travel documentation

MS Excel

Tally

Documentation & record-keeping

Discrepancy detection

Communication & coordination

Deadline management

Job description

Job Summary

We are looking for an Account Executive to manage employee expense claims, travel reimbursements, verify the bills, and timely processing of claims. The role will involve coordination with employees, reporting managers and Finance & Accounts to ensure that expense claims are accurate, complete, policy-compliant, and processed within defined timelines.

You are also responsible for providing Travel policy Training to new employees of the Sales and Service departments, helping them understand the company's travel policy, eligible expenses, claim procedures, documentation requirements, approval process, and their responsibilities while undertaking official travel.

Role & responsibilities

• Receive, verify, and process employee expense and reimbursement claims.
• Check expense claims against company policies, approved limits, and eligibility criteria.
• Verify bills, invoices, receipts, travel tickets, hotel bills, conveyance bills, and other supporting documents.
• Identify and deduct excess allowances, excess fares, manipulated bills, or unsupported expenses after discussion and clarification with the concerned field staff.
• Verify submitted expenses against the employee's daily activity summary to ensure that the expenses are aligned with the reported activities and travel.
• Follow up with field staff for non-receipt of expense statements and ensure timely submission of pending expense statements.
• Provide training to new employees of the Sales and Service departments to explain the company's travel and expense policy, including eligible expenses, claim submission process, required supporting documents, approval procedures, travel advances, reimbursement timelines, and employee responsibilities.
• Manage travel-related expenses including local conveyance, outstation travel, accommodation, meals, and other business expenses.
• Coordinate with employees for missing documents, clarification, or correction of claims.
• Maintain proper records of all submitted, approved, rejected, and processed claims.
• Coordinate with HR, Finance & Accounts and reporting managers for claim approvals and resolutions.
• Ensure timely submission and processing of employee reimbursement claims.
• Track pending claims and follow up with concerned employees/managers for approvals.
• Prepare expense statements, reimbursement reports, and MIS as required.
• Reconcile employee advances with actual expenses and ensure timely settlement.
• Assist in identifying unusual, duplicate, or non-compliant expense claims.
• Handle employee queries related to expense reimbursement, claim status, travel advances, and company expense policies.

Required skills

• Good knowledge of expense reimbursement and claims processing.
• Strong understanding of travel and business expense documentation.
• Good knowledge of MS -EXCEL and Tally.
• Good documentation and record-keeping skills.
• Ability to identify discrepancies and policy deviations.
• Effective communication and coordination skills.
• Ability to manage multiple claims and meet deadlines.