Expense Analyst

Cook & Boardman, LLC; Winston-Salem (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Cook & Boardman, LLC seeks an Expense Analyst to manage the corporate card program and the Concur system, ensuring T&E compliance and accurate month-end close support. The role partners with Accounting to reconcile expenses and deliver reporting to business leaders.

The ideal candidate is detail-oriented, process-driven, and comfortable working with cardholders across the organization. Bachelor’s degree required, 2+ years’ experience preferred.

Qualifications

• Bachelor's degree in Accounting/Finance/Business Administration or related field preferred; equivalent combination of education and experience considered.
• Minimum of 2 years of experience in expense management, accounts payable, or accounting, including experience with a corporate card program and/or expense management system such as Concur.
• Strong knowledge of T&E and p-card policy administration and internal controls.

Responsibilities

• Administer the company p-card program, including card issuance, maintenance, cancellations, spending limits, and cardholder support.
• Serve as the primary liaison with the card issuer for disputes, chargebacks, fraud monitoring, rebates, fees, and program administration.
• Monitor card activity for policy compliance, fraud, and misuse, escalating concerns as appropriate.
• Manage Concur system administration, including users, roles, permissions, workflows, and data reconciliation.

Skills

Concur Administration

P-card program management

Expense reporting

Accounts payable

Process improvement

Education

Bachelor's degree in Accounting/Finance/Business Administration

Tools

Concur (SAP Concur)

Dayforce

General Ledger systems

Job description

The Expense Analyst to manage the company's credit card (p-card) program and travel and expense (T&E) process, reporting to the A[JS1.1]ssistant Controller. This role owns Concur system administration, audits T&E and p-card expenses for policy compliance, and partners with Accounting on reconciliation, reporting, and month-end close support. The ideal candidate is detail-oriented, process-driven, and comfortable working directly with cardholders across the organization.

Essential Functions

Corporate Card Program Administration

• Administer the company p-card program, including card issuance, maintenance, cancellations, spending limits, and cardholder support.
• Serve as the primary liaison with the card issuer for disputes, chargebacks, fraud monitoring, rebates, fees, and program administration.
• Monitor card activity for policy compliance, fraud, and misuse, escalating concerns as appropriate.
• Support Amazon Business platform administration and reconciliation.

Concur Administration

• Serve as the system administrator for Concur, managing users, roles, permissions, workflows, organizational hierarchies, and employee data.
• Configure and maintain expense types, policies, spending limits, audit rules, and other system settings.
• Monitor and troubleshoot Dayforce-Concur integrations, partnering with IT and vendors to resolve issues.
• Maintain system reports, data extracts, and dashboards for Finance, HR, Payroll, and business leaders.
• Coordinate with SAP Concur support and external vendors to resolve escalated issues.
• Support Concur implementation and integration activities for newly acquired entities.

Expense Audit, Compliance & Financial Administration

• Audit expense reports and p-card transactions for compliance with company policies.
• Review and validate general ledger coding, receipts, approvals, and supporting documentation.
• Follow up on delinquent, unreconciled, or non-compliant transactions.
• Reconcile monthly card activity to the general ledger and support month-end and quarter-end close activities, including expense accruals.
• Partner with Payroll to process approved expense reimbursements and maintain earnings codes related to Concur expense types.

Reporting & Analytics

• Prepare and analyze spending reports by cardholder, department, division, and expense category.
• Develop and maintain KPIs, dashboard and reporting related to compliance, cycle time, outstanding transactions and program performance.
• Track and report card program rebates, spending trends, and cost‑saving opportunities.

Training, Support & Administration

• Maintain travel, expense, and p-card policies, procedures, and documentation.
• Develop training materials and provide ongoing education to employees and cardholders.
• Serve as the primary point of contact for employees and stakeholder questions related to Concur, expenses, and card programs.

Other Duties

• Support continuous process improvements, acquisitions, and special projects.
• Perform other duties as assigned.

Minimum Qualifications

• Bachelor's degree in Accounting[JS2.1], Finance, Business Administration, or a related field preferred; equivalent combination of education and experience considered.
• Minimum of 2 years of experience in expense management, accounts payable, or accounting, including experience with a corporate card program and/or expense management system such as Concur.

Knowledge, Skills and Abilities

• Strong knowledge of T&E and p-card policy administration and internal controls.
• Proficiency with Concur or similar expense management and travel platforms.
• Strong attention to detail and analytical skills, with the ability to identify compliance exceptions and spending trends.
• Excellent communication and customer service skills, with the ability to train and support cardholders across the organization.
• Ability to manage multiple priorities and deadlines, particularly around month-end close.
• High degree of integrity and discretion when handling financial and cardholder data.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this role, the employee is regularly required to talk, hear, and see. The employee is frequently required to stand, walk, use hands to handle or feel objects, and reach with hands and arms. This role requires frequent lifting of items weighing 5–25 pounds and occasional lifting of up to 50 pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

Work Environment

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job. This position operates in both a professional office setting and a warehouse environment. The role routinely uses standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. Occasional travel to project sites may be required. Warehouse conditions include proximity to forklifts and other heavy machinery and the use of various tools and hardware. Employees may be subject to frequent heavy lifting and exposure to variable weather conditions, including extreme heat and cold. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and/or abilities required to fulfill the essential functions of the role. This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws.