Financial Analyst - Travel & Fleet Expense

Position Overview

The Financial Analyst I - Travel & Fleet Expense is responsible for analyzing all data regarding the company's travel, expense, corporate card, and fleet programs. Through data analysis, expense monitoring, compliance oversight, and system administration, the incumbent will identify opportunities to reduce costs, improve operational efficiency, and strengthen financial controls. The role leverages analytics, technology, and process improvement to deliver actionable insights, enhance program effectiveness, mitigate compliance risks, and improve the associate experience.

By monitoring spending trends, driver performance, safety metrics, and program utilization, this position supports informed decision-making, promotes accountability, and helps maximize the value of the organization's travel & fleet expense program.

A Day In The Life

Fleet Management Analytics

• Leverage fleet management systems, and business intelligence tools (Power BI) to analyze fleet utilization, driver performance, fuel consumption, safety trends, and compliance metrics; develop dashboards and actionable insights to improve operational efficiency, reduce costs, and mitigate risk.

• Responsible for monitoring, analyzing, and improving driver performance across the enterprise fleet.

• Drives accountability, safety compliance, operational efficiency, and cost reduction through data-driven analysis at all levels

• Evaluate driver behavior (speeding events, fuel consumption, collision frequency and incidents), identify trends and risk factors, develop performance and track metrics, and collaborate with leadership to implement solutions that improve safety, compliance and operational efficiency.

• Prepare and distribute monthly and quarterly reports on driver performance, fleet safety, compliance, and operational metrics

• Analyze corporate card and travel-related expenditures to identify spending trends, uncover savings opportunities, and recommend solutions that improve financial stewardship and operational efficiency.

• Identify and implement opportunities to improve program efficiency through process automation and technology solutions.

Concur Analytics

• Identify departmental and company savings opportunities and service enhancements and conduct comparable analysis (Concur business intelligence modules/Concur Dashboards) to provide analytical insights on supporting strategic initiatives and make recommendations for process improvement and to reduce spending.

• Reporting, extract data metrics, manage corporate card feeds and build reporting for monthly, quarterly leadership reports.

• Serves as the primary system administrator and subject matter expert for SAP concur, managing expense workflows.

• Primary auditor for corporate travel and expense programs, reviewing expense reports in SAP Concur expense reports, ensuring policy compliance, and providing end-user support.

• Configure and update expense types, approval routing, create and modify existing audit rules, and cost centers, departments within concur.

• Create concur tickets to resolve concur system errors.

• Create user documentation, quick reference guides (QRCs) and deliver training to associates (at all levels), and approvers on system features, tools and best practices.

JPM Credit Card Management

• The Credit Card Management Analyst is responsible for administering and supporting corporate credit card programs, ensuring compliance with company policies, monitoring card usage, managing vendor relationships, and analyzing card spend data.

• Serves as a key liaison between associates, card issuers, accounting, procurement and management to optimize program performance, reduce risk, and improve operational efficiency.

• Manage the corporate credit card program, including card issuance, maintenance, cancellations, and account updates.

• Coordinate with banking and card provider partners regarding account administration and service issues.

• Maintain cardholder records and ensure data accuracy within card management systems.

• Provide guidance and training to cardholders on program policies and procedures, respond to employee inquiries regarding transactions, disputes, and account issues.

• Identify opportunities to enhance program efficiency through automation and technology solutions

You'll Come With

Education and Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required

Experience

• 1-3 years of analytical experience in Finance, Reporting, Travel & Expense, Fleet, or a related business analysis function.

• Experience with Microsoft Excel, including data manipulation, formulas, Pivot Tables, and VLOOKUP/XLOOKUP.

• Experience with a Travel & Expense platform; SAP Concur experience preferred.

• Power BI experience is a plus.

• Strong attention to detail and accuracy when working with financial data.

• Excellent customer service skills with the ability to support internal stakeholders and resolve issues.