Concur & Travel Expense Specialist (Remote)

TCWGlobal; EE. UU.; Híbrido; USD 47.000 - 61.000; Jornada completa

Descripción de la vacante

TCWGlobal is seeking a Travel & Expense Coordinator to join the accounting team in San Diego. You will audit employee expense reports in Concur, ensure proper coding, and perform expense and card reconciliations while supporting the AP function as needed.

The role requires 4-8 years of hands-on T&E experience, proficiency with Concur and Excel, and strong communication skills. This contract-to-hire position offers weekday PST hours and hybrid work with onsite Wednesdays.

Formación

• 4-8 years of Travel & Expense reviewing and processing.
• Hands-on experience with Concur.
• Experience auditing expense reports in Concur.
• Experience reviewing corporate credit card/P-Card transactions.
• Experience with Concur expense reconciliations using Excel.
• Experience with Amex or P-Card reconciliations.
• Understanding of GL coding and cost centers.
• Strong Excel skills for data reconciliation.
• Familiarity with ERP/accounting systems (NetSuite/Coupa/JD Edwards or similar).
• Attention to detail; ability to manage many expense reports.
• Professional email/chat communication.
• Customer-service mindset.
• Team-oriented with Concur team.

Responsabilidades

• Provide day-to-day support for Concur and employee expense reports.
• Review expense reports for accuracy, documentation, and policy compliance.
• Review P-Card transactions for errors or missing information.
• Review expense GL coding and account classifications for correct coding.
• Research and resolve discrepancies with employees.
• Respond to employee questions on Concur and reimbursement processes.
• Provide basic Concur training/support to employees.
• Collaborate with the Concur team to manage workload.
• Maintain records related to travel and expense transactions.
• Backup AP support including invoice data entry and vendor onboarding.
• Support vendor inquiries and assist with month-end close.

Conocimientos

Excel skills

Attention to detail

Communication skills

Customer service mindset

Team player

Herramientas

Concur

NetSuite

Coupa

JD Edwards

Descripción del empleo

Location: San Diego, CA (Hybrid - onsite only on Wednesdays)

Pay Rate: $38hr ( Weekly pay + Medical Benefits

3-6 Month Contract-to-Hire (Based on performance)

Schedule: Full-Time, Monday-Friday PST hours

Please note: 3-5+ years of hands-on Travel & Expense, Concur, and employee expense management experience. Experience to perform Concur expense reconciliations using Excel and other internal tools.

Our client is a growing biopharmaceutical company focused on developing and delivering innovative treatments for patients with serious and rare diseases. The company is committed to improving patient outcomes while continuing to expand its teams and operations.

About the Role

We are looking for a Travel & Expense Coordinator to join the accounting team and provide day-to-day support for the company’s employee expense and corporate card programs.

The primary focus of this role will be reviewing and auditing employee expense reports in Concur, helping employees with questions, ensuring expenses are properly coded, and completing expense and card reconciliations.

This person will work closely with employees and the existing Concur team, so attention to detail, professionalism, patience, positive attitude, and strong communication skills are extremely important.

The role will also provide backup support to Accounts Payable when needed, including invoice data entry, vendor statement reconciliation, and vendor onboarding. AP experience is a bonus, but the primary responsibility is Travel & Expense/Concur support.

Key Responsibilities

Main Role: Travel & Expense / Concur

• Provide day-to-day support for Concur and employee expense reports.
• Review and audit employee expense reports to ensure expenses are accurate, properly documented, and follow company policies.
• Review corporate purchasing card (P-Card) transactions and identify errors, missing information, or policy issues.
• Review expense GL coding and account classifications to ensure transactions are coded correctly.
• Research and resolve expense discrepancies and work with employees to obtain missing or corrected information.
• Respond to employee questions regarding Concur, expense reports, company expense policies, and reimbursement processes.
• Provide guidance and basic Concur training/support to employees, including helping new employees understand the expense process.
• Work closely with the existing Concur team member to manage the volume of expense reports and employee questions.
• Maintain accurate records and documentation related to travel and expense transactions.

Reconciliations & Month-End

• Perform Concur expense reconciliations using Excel and other internal tools.
• Reconcile multiple accounts associated with employee expenses and corporate cards, including:
• American Express (Amex)
• Purchasing/P-Card accounts
• Research and resolve reconciliation discrepancies.
• Review transactions to ensure expenses are properly coded to the correct GL account and cost center.
• Assist with month-end reconciliation and reporting activities.
• Maintain organized supporting documentation for reconciliations and financial records.

Accounts Payable Backup Support

• Provide backup support to Accounts Payable when team members are out of the office or additional support is needed.
• Assist with invoice data entry and review invoice information for accuracy.
• Assist with GL coding and other basic AP-related data entry.
• Assist with vendor statement reconciliations when needed.
• Provide backup support for vendor onboarding, including collecting and reviewing required information.
• Assist with responding to vendor inquiries when needed.
• Support other AP activities as assigned.
• Work closely with Accounting, Accounts Payable, Procurement, HR, employees, and other internal teams to resolve questions and issues.
• Communicate professionally and patiently with employees regarding expense questions and policy requirements.
• Provide timely and helpful responses through email, chat, and other communication channels.
• Build positive working relationships with employees and internal stakeholders.
• Maintain professionalism when handling questions, corrections, or policy-related issues.
• Take ownership of assigned tasks and follow through to completion.
• Assist with other accounting operations and special projects as needed.

Required Qualifications

• 4-8 years of experience in Travel & Expense reviewing and processing
• Hands-on experience with Concur
• Experience in reviewing and auditing employee expense reports in Concur
• Experience reviewing corporate credit card/P-Card transactions.
• Experience to perform Concur expense reconciliations using Excel and other internal tools.
• Experience supporting corporate Amex or P-Card programs reconciliations
• Some understanding of GL coding, account classifications, and cost centers.
• Strong Microsoft Excel skills, including reviewing, organizing, comparing, and reconciling financial data.
• Experience working with an ERP or accounting system such as NetSuite, Coupa, JD Edwards, or a similar system.
• Experience to review financial transactions carefully and identify errors, inconsistencies, and missing information.
• Strong attention to detail; experience to review a large number of expense reports and transactions and must catch coding errors, missing information, and inconsistencies.
• Requires professional and polished email and chat communication skills
• Must be engaging, outgoing and enjoys working with employees
• Requires a customer-service mindset in a highly employee-facing role; genuinely enjoys helping people.
• Must have a team-oriented mind set working with existing Concur team member and other Accounting/AP team members.
• Comfortable being a backup for AP as needed ( invoice data entry, vendor reconciliations, vendor onboarding etc)
• Ability to handle confidential financial and employee information professionally.

Bonus Qualifications

• Previous Accounts Payable experience.
• Experience with invoice processing or invoice data entry.
• Experience with vendor statement reconciliations.
• Experience with vendor onboarding.
• Experience supporting month-end close/reconciliations.
• Experience with another employee expense management system if Concur experience is not available.
• Experience working in a SOX-controlled or highly regulated environment.

Why Join?

This is an opportunity to join a collaborative Accounting team in a role that has a very strong potential to become a long-term position.

You will work within Concur, employee expense programs, corporate cards, reconciliations, Accounting, and Accounts Payable, while working closely with an experienced team.

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.