Travel & Expense Operations Analyst

Mission Staffing; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Our client, a well-known investment bank, is seeking a Travel & Entertainment (T&E) Expense Operations Analyst to join their Finance team. The role supports the full-cycle T&E expense process, including auditing employee expense reports, managing corporate credit cards, troubleshooting expense system issues, and assisting employees with T&E-related questions.

The ideal candidate is detail-oriented, analytical, and customer-service focused.

Qualifications

• Bachelor's degree or equivalent experience, preferably within finance.
• T&E, expense management, Accounts Payable, or related finance operations experience preferred.
• Proficiency with Microsoft Office, particularly Excel.
• Workday expense experience preferred.
• Strong analytical, organizational, and critical-thinking skills.
• Excellent written and verbal communication skills.
• Strong customer service skills and ability to work effectively with employees at all levels.
• Ability to manage a high-volume workload and adapt quickly in a fast-paced environment.

Responsibilities

• Audit employee expense reports for accuracy and compliance with the firm's T&E policy.
• Manage and maintain corporate credit card accounts.
• Investigate and resolve T&E, corporate card, and expense-related issues.
• Assist employees with questions regarding expense policies, corporate cards, and expense systems.
• Troubleshoot issues within the Workday expense module.
• Mine and analyze expense data to develop management reports.
• Execute established and ad hoc expense processes with strong attention to detail.
• Identify opportunities to improve procedures, efficiency, and productivity.
• Provide high-quality customer service and partner with employees across all levels of the organization.

Skills

Excel

Analytical skills

Organizational skills

Communication skills

Customer service

High-volume workload management

Education

Bachelor's degree or equivalent experience

Tools

Workday

Job description

Our client, a well-known investment bank, is seeking a Travel & Entertainment (T&E) Expense Operations Analyst to join their Finance team. This role will sit within the broader Expense Management team and support the full-cycle T&E expense process, including auditing employee expense reports, managing corporate credit cards, troubleshooting expense system issues, and assisting employees with T&E-related questions. The ideal candidate will be detail-oriented, analytical, and customer-service focused, with the ability to manage a high-volume workload while maintaining a high level of accuracy.

Responsibilities Include:

• Audit employee expense reports for accuracy and compliance with the firm's T&E policy
• Manage and maintain corporate credit card accounts
• Investigate and resolve T&E, corporate card, and expense-related issues
• Assist employees with questions regarding expense policies, corporate cards, and expense systems
• Troubleshoot issues within the Workday expense module
• Mine and analyze expense data to develop management reports
• Execute established and ad hoc expense processes with strong attention to detail
• Identify opportunities to improve procedures, efficiency, and productivity
• Provide high-quality customer service and partner with employees across all levels of the organization

Requirements:

• Bachelor's degree or equivalent experience, preferably within finance or a related discipline
• T&E, expense management, Accounts Payable, or related finance operations experience preferred
• Proficiency with Microsoft Office, particularly Excel
• Workday expense experience preferred
• Strong analytical, organizational, and critical-thinking skills
• Excellent written and verbal communication skills
• Strong customer service skills and ability to work effectively with employees at all levels
• Ability to manage a high-volume workload and adapt quickly in a fast-paced environment