Expense Analyst

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

Prior 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

Pay: $25–28/hour