Travel & Expense Analyst

LPL Financial Corp; Fort Mill, Charlotte (SC, NC); On-site; USD 32,000 - 54,000; Full time

Job summary

LPL Financial in the United States seeks a Travel & Expense Analyst to manage SAP Concur operations, review transactions for policy compliance, and assist with audits and reporting. You will support employees on bookings, reimbursements, and system issues while helping enforce internal controls and drive efficiency.

The role emphasizes data-driven spend analysis, collaboration with Finance and HR, and continuous process improvements in a fast-paced corporate setting.

Qualifications

• 2–4 years of experience supporting corporate travel, expense management, accounts payable, finance operations, or a related function.
• Experience working with SAP Concur Travel & Expense strongly preferred.
• Experience in a financial services, banking, insurance, or other regulated environment preferred.
• Familiarity with travel policies, expense reporting, internal controls, and audit processes.
• Experience working with financial systems and reporting tools.

Responsibilities

• Travel & Expense Operations Support the daily administration and maintenance of the SAP Concur Travel & Expense platform, including user setup, profile maintenance, and workflow support.
• Review travel and expense transactions for compliance with company policies and internal controls.
• Assist employees with travel booking, expense submission, reimbursement inquiries, and system-related issues.
• Monitor expense report queues and ensure timely processing and resolution of exceptions.
• Support policy enforcement through audit reviews, exception tracking, and escalation of non-compliant activity.
• Maintain travel and expense documentation, procedures, and knowledge-base content.

Skills

SAP Concur

Policy compliance

Auditing awareness

Data analysis

Tools

SAP Concur Travel & Expense

Job description

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

The Travel & Expense (T&E) Analyst supports the administration, compliance, and day-to-day operation of the company's corporate travel and expense program. Working closely with the Travel & Expense Manager, this role is responsible for monitoring travel and expense activity, supporting SAP Concur administration, ensuring policy compliance, analyzing spend data, assisting with audits, and providing excellent customer support to employees and stakeholders. This position serves as a key operational resource in maintaining an efficient, compliant, and employee-focused travel and expense program.

Responsibilities:

• Travel & Expense Operations Support the daily administration and maintenance of the SAP Concur Travel & Expense platform, including user setup, profile maintenance, and workflow support.
• Review travel and expense transactions for compliance with company policies and internal controls.
• Assist employees with travel booking, expense submission, reimbursement inquiries, and system-related issues.
• Monitor expense report queues and ensure timely processing and resolution of exceptions.
• Support policy enforcement through audit reviews, exception tracking, and escalation of non-compliant activity.
• Maintain travel and expense documentation, procedures, and knowledge-base content.

Compliance, Controls & Audit Support:

• Perform routine audits of travel and expense transactions to identify policy violations, duplicate expenses, and potential control issues.
• Assist in preparing reports and supporting documentation for internal and external audits.
• Support remediation efforts related to audit findings and policy compliance initiatives.
• Ensure expense records and supporting documentation meet company retention and compliance requirements.

Reporting & Data Analysis:

• Prepare recurring and ad hoc reporting on travel and expense spend, policy compliance, vendor utilization, and key performance indicators.
• Analyze spending trends and identify opportunities for policy compliance improvements and cost savings.
• Support data validation and reconciliation activities between Concur, Accounts Payable, and financial systems.
• Assist the T&E Manager with business reviews, vendor analyses, and program performance reporting.

Stakeholder & Vendor Support:

• Act as a primary point of contact for employee travel and expense questions.
• Coordinate with Travel Management Company (TMC) partners and other travel vendors to resolve employee issues.
• Partner with Finance, Accounts Payable, HR, Procurement, Compliance, and IT teams on process improvements and operational support.
• Assist with vendor performance tracking and service-level reporting.

Training & Process Improvement:

• Support the development and delivery of travel and expense training materials and user communications.
• Assist with system testing, enhancements, policy updates, and process improvement initiatives.
• Identify opportunities to improve user experience, compliance, and operational efficiency.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 2–4 years of experience supporting corporate travel, expense management, accounts payable, finance operations, or a related function.
• Experience working with SAP Concur Travel & Expense strongly preferred.
• Experience in a financial services, banking, insurance, or other regulated environment preferred.
• Familiarity with travel policies, expense reporting, internal controls, and audit processes.
• Experience working with financial systems and reporting tools.

Core Competencies:

• Customer service orientation with the ability to support employees at all levels of the organization.
• Detail-oriented with strong organizational and problem-solving skills.
• Analytical mindset with the ability to interpret data and identify trends.
• Written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Excel, reporting tools, and business applications.
• High degree of professionalism, discretion, and accountability.

Preferences:

• SAP Concur Travel & Expense certification or advanced user experience.
• Experience supporting travel policy audits and compliance programs.
• Familiarity with ERP systems, Accounts Payable processes, and expense reimbursement workflows.
• Exposure to travel vendor management, duty-of-care programs, or travel risk management platforms.

Pay Range:

#LI-PA Pay Range: $23.47-$39.12/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EEO.

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

For further information about LPL, please visit www.lpl.com. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best.

Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit www.lpl.com.

* As reported by Financial Planning magazine, June 1996-2019, based on total revenue.