Job Overview:
The Travel and Expense Analyst will play a critical role in managing and optimizing our travel and expense processes. This position ensures compliance with company policies, supports field operations, and drives cost efficiency during a fast-paced period of growth and audit activity. If you thrive in a dynamic environment, excel at financial analysis with strong Excel skills, and enjoy supporting employees, we want to hear from you!
Key Responsibilities:
- Review and audit employee expense reports for accuracy and policy compliance using expense management software (e.g., Concur, QuickBooks, Oracle).
- Coordinate travel arrangements for field crews, including flights, hotels, and transportation, ensuring cost-effectiveness.
- Reconcile corporate card transactions and resolve discrepancies to maintain financial accuracy.
- Leverage strong Excel skills to analyze travel and expense data, identify trends, and recommend cost-saving opportunities.
- Generate reports to support budgeting, forecasting, and audit requirements.
- Act as a point of contact for employees, providing guidance on T&E policies and troubleshooting system issues.
- Assist with audits by preparing detailed expense records and implementing process improvements.
- Train field and office staff on expense reporting tools to ensure efficient adoption.
Qualifications:
- 1-3 years of experience in travel and expense management, accounts payable, or financial analysis (no accounting degree required).
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, data analysis); experience with expense management software (e.g., Concur) a plus.
- Familiarity with ERP systems (e.g., Microsoft D365) or willingness to learn.
- Strong attention to detail, problem-solving skills, and ability to manage priorities in a fast-paced environment.
- Excellent communication and customer service skills to support field technicians and leadership.
- Experience in industrial, construction, or energy sectors preferred but not required.
- Knowledge of per diem policies or client billing is a bonus.
Why Join Us?
- Competitive salary ($60,000-$70,000, with potential for more based on experience) and comprehensive benefits.
- Opportunity to contribute to a growing, dynamic company in the industrial sector.
- Collaborative team environment with room for professional development.