Associate - Travel & Expense Compliance

at  Matthews International Corporation

ASSOCIATE - TRAVEL & EXPENSE COMPLIANCE

Brand: Matthews
Company: Matthews Intl, Costa Rica S.R.L.
Line of Business: Global Business Services
Location:CR
Req ID: 13058

POSITION SUMMARY

The Travel and Expense Auditor is responsible for reviewing all expense report line-item details that fall outside system-based policy parameters. This position is critical for the adoption and reinforcement of the Concur Travel and Expense tool and will have high visibility by the executive management team.

QUALIFICATIONS / REQUIREMENTS

• Bachelor’s Degree in Accounting, Finance, Business, or related field,
• 3+ years of previous Financial and Travel Management and Reconciliation and Analysis experience; or equivalent combination of education and experience,
• A high degree of proficiency in MS Office Suite, Outlook Internet applications.
• Concur experience preferred.
• Strong analytical, prioritization, interpersonal, problem-solving, presentation & planning skills. Lean/Continuous improvement background preferred.
• Capable of remaining objective when processing and auditing expense reports and following a standard process regardless of end user.
• Excellent internal customer service skills.
• Ability to analyze and resolve expense-related problems independently and consistently.
• Exceptional collaboration, active listening, verbal & written communication skills. Experience presenting complex ideas, anticipating objections, & influencing others via data-based reasoning. Excellent analysis, interpretation, & reasoning skills.
• Ability to develop and maintain collaborative relationships with peers and colleagues across the organization.
• Ability to work well autonomously and within a team.
• Self-motivated with critical attention to detail, deadlines, and prioritization skills.

• Develops and administers company-wide Travel & Expense (T&E) compliance program by reviewing all expense reports in meticulous detail to determine whether the charge(s) are within compliance to Matthews’ Travel and Expense Policy
• Identifies expense submissions that fall outside of policy and communicates findings to end users and leadership. Reviews T&E policies and best practices with employees to drive compliance and escalates report non-compliance, as necessary.
• Leads the process to identify the proper tools, reporting and analysis to allow for sound oversight of the company’s T&E spending activities. Documents commonly identified issues to aide in future compliance reviews and audits.
• Recommend best practices for end users to influence change management and adherence to system guidelines and policies.
• Document/log all non-conformities by individual for credit card use and expense type detail.
• Escalate non-compliant repeat offenders to executive management for review.
• Create and publish monthly reports for executive management to outline business segment Travel and Expense Policy/Credit Card compliance.
• Review non-conforming expense types and charges and makes recommendations to appropriate stakeholders regarding Travel and Expense policy updates.
• Develop standard work training documentation for commonly identified issues.; Recommend standard business process to end users.
• Assist with internal and external audit departments; provide metrics, expense report samples, and any other requested information on an as needed basis.
• Review and troubleshoot failed expense reports by identifying master data nonconformities and working with end users/accounting to correct.
• May organizes Travel and Expense compliance communications.
• Additional duties as assigned.