Expense Analyst

Phyton Talent Advisors; New York (NY); On-site; USD 65,000 - 85,000; Full time

Job summary

Phyton Talent Advisors in New York seeks an Analyst to review and approve employee expense reports. You will check SAP Concur submissions for accuracy, proper receipts, and policy compliance, collaborating with bankers, assistants, and Finance.

You will approve within timeline or request corrections, handle travel and entertainment reimbursements, and maintain records for audits while working across functions and time zones. A finance background is preferred.

Qualifications

• Two to four years of experience in expense administration, expense processing, accounts payable, finance operations, or a related role.
• Experience with SAP Concur or a similar expense management platform is highly desirable. Familiarity with ERP or other financial systems is a plus.
• Proficiency with Microsoft Office, particularly Excel and Outlook.
• Strong attention to detail and the ability to review a steady volume of reports accurately and on time.
• Clear, professional communication skills and sound judgment when handling confidential information or escalating issues.
• Ability to work with colleagues across functions, seniority levels, regions, and time zones.
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred; equivalent relevant experience will be considered.
• Experience in banking, financial services, or a global corporate environment preferred.

Responsibilities

• Review expense reports in SAP Concur for accuracy, business purpose, receipts, proper coding, and policy compliance.
• Approve reports within established timelines or return them for corrections and additional documentation.
• Review expenses such as travel, meals, entertainment, team events, gifts, and other business reimbursements.
• Answer routine expense questions and explain submission and documentation requirements.
• Partner with Finance, Accounts Payable, Operations, and the COO team to resolve incomplete or duplicate submissions, coding issues, and payment inquiries.
• Track outstanding questions, follow up with stakeholders, and escape unclear or sensitive issues.
• Maintain review records and provide documentation for internal reviews and audits.
• Assist with expense reporting, data checks, and monitoring for missing information or policy exceptions.
• Identify recurring issues and suggest improvements to procedures and user guidance.

Skills

Attention to detail

Communication skills

Time management

Cross-functional collaboration

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

SAP Concur

Microsoft Excel

Microsoft Outlook

ERP systems

Job description

The Investment & Corporate Banking Chief Operating Officer (COO) team is seeking an Analyst to review and approve employee expense reports. The role focuses on checking reports in SAP Concur for accuracy, supporting documentation, and compliance with expense policies. The Analyst will work with bankers, executive assistants, Finance, and Accounts Payable to resolve questions and keep reports moving through the approval process.

Responsibilities:

• Review expense reports in SAP Concur for accuracy, business purpose, receipts, proper coding, and policy compliance.
• Approve reports within established timelines or return them for corrections and additional documentation.
• Review expenses such as travel, meals, entertainment, team events, gifts, and other business reimbursements.
• Answer routine expense questions and explain submission and documentation requirements.
• Partner with Finance, Accounts Payable, Operations, and the COO team to resolve incomplete or duplicate submissions, coding issues, and payment inquiries.
• Track outstanding questions, follow up with stakeholders, and escape unclear or sensitive issues.
• Maintain review records and provide documentation for internal reviews and audits.
• Assist with expense reporting, data checks, and monitoring for missing information or policy exceptions.
• Identify recurring issues and suggest improvements to procedures and user guidance.

Qualifications:

• Two to four years of experience in expense administration, expense processing, accounts payable, finance operations, or a related role.
• Experience with SAP Concur or a similar expense management platform is highly desirable. Familiarity with ERP or other financial systems is a plus.
• Proficiency with Microsoft Office, particularly Excel and Outlook.
• Strong attention to detail and the ability to review a steady volume of reports accurately and on time.
• Clear, professional communication skills and sound judgment when handling confidential information or escalating issues.
• Ability to work with colleagues across functions, seniority levels, regions, and time zones.
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred; equivalent relevant experience will be considered.
• Experience in banking, financial services, or a global corporate environment preferred.