Commercial & Investment Bank - Expense Management Associate

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Category:
Business Support Management

Job Schedule:

Full time

Posted Date: T14:03:19+00:00

Job Shift:

Base Pay/Salary:
New York,NY $95,000.00-$

Help teams stay focused on clients by making expense processes smoother, faster, and well-controlled. You'll be the go-to partner for travel and expense guidance, exception approvals, and facilitation-delivering great service while reducing risk.

As an Expense Management Associate in the Americas regional expense management team, you will support day-to-day expense activities for aligned business teams, with an emphasis on travel and expense oversight, policy guidance, facilitation execution, and controls.

Job responsibilities

* Serve as a primary point of contact for expense management guidance, approvals, and issue resolution for aligned business teams

* Act as the expense exception approver and manage exception workflows in line with policy and control requirements

* Partner with offshore facilitators as the onshore liaison to execute the expense facilitation model and deliver key milestones

* Coach stakeholders and peers to unblock workflows and improve "right first time" outcomes

* Deliver training and one-on-one support for new hires and ongoing education for administrative and stakeholder teams; attend relevant meetings as the expense subject matter expert

* Monitor expense data, metrics, and controls to identify trends, outliers, and potential issues (including corporate card delinquency risk)

* Drive continuous improvement, including automation and AI-enabled enhancements that improve efficiency, quality, and controls

Required qualifications, capabilities, and skills

* Bachelor's degree with 3+ years of relevant experience (or equivalent experience) in operations, office management, project coordination/management, or a client-facing role supporting senior stakeholders

* Strong customer service orientation, sound judgment, and ability to handle sensitive matters professionally

* Excellent organization, attention to detail, and ability to manage multiple priorities under time pressure

* Strong written and verbal communication skills; ability to build relationships across levels and functions

* Demonstrated ability to influence outcomes, manage workflow challenges, and deliver on time with a "right first time" mindset

* Comfort operating independently while also contributing as part of a broader team

* Strong technology skills, including working with databases and Excel (or equivalent analysis tools)

Preferred qualifications, capabilities, and skills

* Experience partnering with offshore and/or regional teams

* Background in travel and expense operations, facilitation models, and/or control-focused operational roles

* Experience identifying and implementing process improvements

* Exposure to automation and/or AI-enabled enhancements (including small-scale prototypes)