Travel & Expense Analyst
LPL Financial · Fort Mill, SC · 1 mo ago
Finance$23.47–$39.12/hrFull-time
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.
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.
- Aid employees with travel booking, expense submission, reimbursement inquiries, and system-related issues.
- 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.
- Prepare recurring and ad hoc reporting on travel and expense spend, policy compliance, vendor utilization, and key performance indicators.
- Assist with vendor performance tracking and service-level reporting.
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.
- 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.
- An 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.