Travel & Expense Operations & Compliance Analyst

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

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Charlotte, NC is seeking a Travel & Expense (T&E) Analyst to support administration, compliance, and daily operations of the company’s T&E program, reporting to the T&E Manager. You'll monitor activity in SAP Concur, assist with audits, analyze spend data, and provide excellent employee support while partnering with Finance, HR, and IT to improve processes and policy adherence.

The role emphasizes accuracy, customer service, and collaboration in a fast-paced financial services

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

• 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.
• 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.

Skills

Customer service

Analytical mindset

Detail-oriented

Written and verbal communication

Multi-priority management

Microsoft Excel

Problem solving

Tools

SAP Concur Travel & Expense

Job description

LPL Financial in Charlotte, NC is seeking a Travel & Expense (T&E) Analyst to support administration, compliance, and daily operations of the company’s T&E program, reporting to the T&E Manager. You'll monitor activity in SAP Concur, assist with audits, analyze spend data, and provide excellent employee support while partnering with Finance, HR, and IT to improve processes and policy adherence.

The role emphasizes accuracy, customer service, and collaboration in a fast-paced financial services