Enterprise Expense Administrator

HOLT CAT; San Antonio (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

HOLT CAT is seeking a finance associate to support corporate card and travel programs, audit expense reports, and assist employees with travel and uniform services. The role emphasizes accuracy, customer service, and adherence to policies in a fast-paced office environment.

Office-based position in San Antonio, with responsibilities including monthly audits, instruction on expense software, and collaboration with internal teams to meet departmental goals.

Qualifications

• Knowledge of general ledger structure and how it supports financial reporting.
• Strong communication skills to provide instruction and guidance.
• Ability to handle confidential information with discretion.

Responsibilities

• Audit expense reports for coding, receipts and sales tax to meet deadlines.
• Assist employees with expense reports, travel needs and uniform services.
• Support the travel program and help book travel on the company platform.
• Configure uniform invoices and prepare files for ACH payment.
• Ensure compliance with safety, policies, and procedures.
• Provide timely training or how-to guidance on expense software.

Skills

General ledger knowledge

Communication skills

Organization & time management

Confidential information handling

Customer service

Education

High School diploma

Tools

Excel

Outlook

Certify or similar expense reporting software

Job description

This position is responsible for supporting the corporate card and travel programs to include issuance of new corporate cards, maintenance of existing cards and obtaining all necessary approvals and supporting documentation. Additionally, this position is responsible for auditing expense reports and providing support to employees with their expense reports, travel needs and uniform services.

The incumbent in this position is expected to model the following practices daily:

1. Demonstrate alignment with the company's mission and core business values;
2. Collaborate with key internal/external resources;
3. Participate in ongoing self-development.

Department: Finance and Bus Resources (FIN)

Employment Type: Full Time

Location: San Antonio

Address: 5665 SE Loop 410, San Antonio, Texas, 78222

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Workplace type: Onsite

Essential Functions

• Models, promotes, reinforces, and rewards the consistent use of HOLT's Values Based Leadership (VBL) tools, models, and processes to ensure alignment with our Vision, Values, and Mission
• Provides support to employees on expense reporting software in a professionally and timely manner which may include training or providing how-to guidance
• Audits expense reports for coding, receipts and sales tax while meeting established deadlines to ensure customer satisfaction and achievement of applicable departmental objectives and goals
• Supports travel program to employees booking travel on the company platform, make travel arrangements for new employees
• Validates and configures weekly consolidated uniform invoice, review coding and prepare file for ACH payment
• Provides support to employees in uniform experiencing service issues with the uniform company
• Requires regular and punctual employee attendance
• Works safely always and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
• Performs other duties assigned

Knowledge, Skills, and Abilities

• Knowledge of basic general ledger structure
• Knowledge of Microsoft Office products: Excel, Outlook, and Certify or similar expense reporting software
• Excellent oral and written communication skill to provide how-to instruction
• Exceptional customer service and relationship building skills with ability to work with all levels of personnel within the organization
• Ability to process and maintain confidential information
• Sound decision-making skills
• Exceptional organizational, time management, and multi-tasking skills
• Ability to manage day-to-day operations in a fast-paced environment

Requirements

Education and Experience:

• High School diploma or equivalent is required
• At least one year of accounting or customer service experience required, up to three years preferred

Supervisory Responsibilities:

• None

Travel:

• None

Physical Requirements:

• This role routinely uses standard office equipment such as computers, phones, and photocopiers.
• This position involves extended periods in a stationary position; additionally, occasional movement inside the office to access office machinery.
• This role frequently communicates with others, must be able to exchange accurate information in these situations.

Work Environment:

• This job is performed indoors in a professional office environment.
• Frequently works at fast pace with unscheduled interruptions.

Disclaimer:

Please note that the above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not to be interpreted as an exhaustive list of all responsibilities, duties, and skills required of the incumbents so classified. All incumbents may be required to perform duties outside of their normal responsibilities, as needed.

About HOLT Group

HOLT Group is a renowned, family-owned company with a legacy spanning nearly a century. As a powerhouse across several industries, including heavy machinery, construction, consulting services, training, and technology, we prioritize people and values. Our commitment to a Values-Based Leadership approach has led to trusted partnerships and collaborative endeavors. At the heart of our operations is HOLT CAT, the largest Caterpillar dealership in the nation, along with other companies focused on industrial & commercial selling, energy, technology, and training & development. We excel in selling, servicing, leasing, and renting top-of-the-line industrial machinery and are dedicated to powering the construction and industrial spaces with superior equipment. Moreover, we empower construction and development with advanced technology, along with bringing technical skills and Values-Based Leadership to individuals and companies seeking sustainable growth. If you're seeking a fulfilling career, explore our job opportunities at HOLT Group and join our values-driven team.