Travel & Expense Analyst

Job Overview

The Travel & Expense (T&E) Analyst supports the administration, compliance, and day‑to‑day operation of the corporate travel and expense program. Working closely with the Travel & Expense Manager, the role monitors travel and expense activity, supports SAP Concur administration, ensures policy compliance, analyzes spend data, assists with audits, and provides excellent customer support to employees and stakeholders.

• 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.
• Assist employees with travel booking, expense submission, reimbursement inquiries, and system‑related issues.
• Monitor expense report queues and ensure timely processing and resolution of exceptions.
• Support policy enforcement through audit reviews, exception tracking, and escalation of non‑compliant activity.
• 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.
• Assist in preparing reports and supporting documentation for internal and external audits.
• Support remediation efforts related to audit findings and policy compliance initiatives.
• Ensure expense records and supporting documentation meet company retention and compliance requirements.
• Prepare recurring and adhoc reporting on travel and expense spend, policy compliance, vendor utilization, and key performance indicators.
• Analyze spending trends and identify opportunities for policy compliance improvements and cost savings.
• Support data validation and reconciliation activities between Concur, Accounts Payable, and financial systems.
• Assist the T&E Manager with business reviews, vendor analyses, and program performance reporting.
• Act as a primary point of contact for employee travel and expense questions.
• Coordinate with Travel Management Company partners and other travel vendors to resolve employee issues.
• Partner with Finance, Accounts Payable, HR, Procurement, Compliance, and IT teams on process improvements and operational support.
• Assist with vendor performance tracking and service‑level reporting.
• Support the development and delivery of travel and expense training materials and user communications.
• Assist with system testing, enhancements, policy updates, and process improvement initiatives.
• Identify opportunities to improve user experience, compliance, and operational efficiency.

• 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.
• Experience in a financial services, banking, insurance, or other regulated environment preferred.
• Familiarity with travel policies, expense reporting, internal controls, and audit processes.
• Experience working with financial systems and reporting tools.
• Customer service orientation with the ability to support employees at all levels of the organization.
• Detail‑oriented with strong organizational and problem‑solving skills.
• Analytical mindset with the ability to interpret data and identify trends.
• Strong 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.

• Customer service orientation with the ability to support employees at all levels of the organization.
• Detail‑oriented with strong organizational and problem‑solving skills.
• 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.

• SAP Concur Travel & Expense certification or advanced user experience.
• Experience supporting travel policy audits and compliance programs.
• Familiarity with ERP systems, Accounts Payable processes, and expense reimbursement workflows.
• Exposure to travel vendor management, duty‑of‑care programs, or travel risk management platforms.

Pay Range: $23.47–$39.12/hour. Additional benefits include 401(k) matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

EEO – LPL Financial is an Equal Opportunity Employer.