Expense Processor

Northbound Executive Search; Chicago (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Northbound Executive Search is seeking an Expense Analyst for a prominent Chicago financial services client. You will process T&E reimbursements, enforce policy, and respond to inquiries with professionalism across teams.

Ideal candidates have a Bachelor's in Finance/Accounting or related field and 3–5 years in expense management or related roles, with strong Excel/Outlook skills and excellent communication. You will thrive in a detail‑driven environment and tight deadlines.

Qualifications

• Bachelor's degree in Finance/Accounting or related field
• 3–5 years of expense management, finance, operations, or executive administrative support
• Proficiency in Microsoft Office, including Excel and Outlook
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills

Responsibilities

• Prepare, review, and process employee travel and entertainment (T&E) expense reports accurately and efficiently
• Ensure expense submissions comply with company policies and procedures
• Respond to employee inquiries regarding expense submissions, reimbursements, and processing issues
• Investigate and resolve expense discrepancies and other related issues
• Provide professional customer service to employees across various teams and levels of the organization
• Manage a high volume of expense reports while maintaining accuracy and meeting deadlines

Skills

Attention to detail

Organizational skills

Written and verbal communication

Education

Bachelor's degree in Finance/Accounting or related field

Tools

Microsoft Excel

Microsoft Outlook

Job description

Our client, a well-known Financial Services firm in Chicago is looking for an Expense Analyst to join its team.

Responsibilities

• Prepare, review, and process employee travel and entertainment (T&E) expense reports accurately and efficiently
• Ensure expense submissions comply with company policies and procedures
• Respond to employee inquiries regarding expense submissions, reimbursements, and processing issues
• Investigate and resolve expense discrepancies and other related issues
• Provide professional customer service to employees across various teams and levels of the organization
• Manage a high volume of expense reports while maintaining accuracy and meeting deadlines

Qualifications

• Bachelor's degree, preferably in Finance, Accounting, or a related field, or equivalent professional experience
• 3–5 years of experience in expense management, finance, operations, or executive administrative support
• Proficiency in Microsoft Office, including Excel and Outlook
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills