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Travel and Expense Analyst
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2025-12-02
Listing for:
Pacific Asset Management, LLC
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Charlotte - NCtime type:
Full time posted on:
Posted Todayjob requisition :
R15864
*
* Job Description:
** We’re actively seeking a talented Travel and Expense Analyst to join our team in Charlotte, NC.As a Travel and Expense Analyst you'll move Pacific Life, and your career forward by offering administrative support and guidance to all employees of the parent company and its subsidiaries relating to Travel & Expense reimbursement services, including the management of the Concur expense system.
You will fill an existing role that sits on a team of 7 people in the Corporate division. Your colleagues will include AVP, Assistant Treasurer, Treasury Manager, Supervisor-Treasury Services and fellow treasury/travel professionals.
** How you'll help move us forward:
*** You'll serve as the main point of contact for all employee Travel & Expense and Concur system-related inquiries.
* Audit expense reports for accuracy, completeness, and adherence to company policies, providing excellent customer service and discreetly escalating issues to Upper Management.
* Monitor employee T&E reports to ensure compliance with FINRA standards.
* Maintain timely and appropriate communication with all levels of the company’s management.
* Assist in the development and monitoring of audit rules and procedures in compliance with company policy.
* Update and sustain training on expense reporting policies, standards, tutorials, and system enhancements.
* Maintain professional and technical knowledge by attending educational workshops, formal training, and reviewing professional publications, as well as establishing and expanding professional networks and relationships.
* Perform ad-hoc project requests and additional duties as assigned.
* Log and track expense report errors through MS TEAMS, preparing data for quarterly reports.
* Aid in treasury functions including knowledge of People Soft, check deposits, check processing and wire approval.
** The experience you bring:
*** Bachelor’s degree or 5+ years’ experience in the Travel Industry or Banking preferred.
* Strong understanding of Travel and Expense best practices and supporting systems, preferably SAP Concur.
* Proven experience in accounts payable and Travel & Entertainment processing.
* Excellent organizational and time/project management skills.
* Experience with FINRA (Financial Industry Regulatory Authority) requirements and regulations.
* Demonstrated experience with general ledger account reconciliations, including month-end closing processes and a solid understanding of accounting principles.
* Strong communication skills, both verbal and written.
* Ability to multi-task and a willingness to learn new skills.
* Proficiency with Excel for developing account reconciliations and People Soft experience.
* Team-oriented individual with strong analytical abilities and keen attention to detail.
** What makes you stand out:
*** Experience with internal expense auditing/processing and banking functions
* Knowledge of SAP Concur expense/travel system, Excel, People Soft
* Self-starter, motivated, able to conduct tasks with minimum supervision
* Must be detail oriented, have the ability to prioritize work following timelines, adhering to policy and apply internal performance standards#LI-KB1
You can be who you are.
People come first here. We’re committed to an inclusive workforce. Learn more about how we create a welcoming work environment at
** Base Pay Range:
** The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$24.49 - $29.93
** Your Benefits Start Day 1
** Your wellbeing is important to Pacific Life, and we’re committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we’ve got you covered.
*…
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