Expense & Compliance Manager

Expense And Compliance Manager

The Expense And Compliance Manager leads the firm's expense reimbursement and card programs, including PCard, VCard, and T&E cards, with accountability for policy compliance, internal controls, and process effectiveness. This role drives standardization, automation, and continuous improvement across expense and card-related activities while maintaining a strong control environment over employee and card-based disbursements. The role partners closely with Accounts Payable, Procurement, Financial Systems, Tax, Internal Audit, and business stakeholders to support data integrity, policy compliance, and an efficient end-to-end expense management process.

Job Duties:

Expense Reimbursements & Card Program Oversight

• Leads the firm's expense reimbursement and card compliance programs, ensuring adherence to corporate policy and regulatory requirements
• Oversees the administration, governance, and oversight of PCard, VCard, and T&E card programs
• Oversees expense reimbursement review and approval processes to ensure accuracy, completeness, and policy compliance
• Monitors card usage and expense activity to identify exceptions, enforce compliance, and address policy violations
• Monitors evolving regulations and business needs affecting expense reimbursements and card programs, and implement updates as needed
• Develops and maintains short- and long-term roadmaps for the Expense & Compliance function to support strategic priorities, process maturity, and continuous improvement

Process Improvement & Automation

• Identifies and implements process improvements to enhance efficiency, accuracy, compliance, and user experience
• Leverages system capabilities, such as Oracle, or equivalent tools, to automate expense reimbursement and card workflows
• Partners with Financial Systems and Procure to Pay process leads to support system enhancements, upgrades, testing, and process optimization for expense and card programs

Controls & Risk Management

• Designs, implements, and maintains internal controls over expense reimbursements and card-related disbursements
• Monitors compliance metrics, identify trends, and proactively mitigate risks related to employee expenses and card usage
• Supports internal and external audit requests with timely and accurate responses
• Maintains documentation, controls, and escalation processes for policy exceptions and noncompliance

Data, Reporting & Insights

• Develops and maintains KPIs and reporting to track compliance, processing efficiency, card program performance, and policy adherence
• Provides leadership with insights and recommendations based on expense, card, and compliance data

Cross-Functional Collaboration

• Partners with Accounts Payable, Procurement, Tax, Financial Systems, and firm leadership to align expense and card-related processes
• Communicates policy updates, process changes, and compliance expectations clearly across the firm
• Supports training and awareness efforts to strengthen employee understanding of expense reimbursement and card program requirements

Supervisory Responsibilities:

• Leads and develops the Expense & Compliance team
• Sets clear performance expectations and provide ongoing coaching, feedback, and development
• Fosters a culture of accountability, continuous improvement, and customer service
• Manages staffing, workload prioritization, and performance management processes
• Supports team hiring, onboarding, and training
• Performs other duties as assigned

Qualifications, Knowledge, Skills, and Abilities:

Education:

Bachelor's degree required; focus in Finance or Accounting, preferred

Experience:

Five (5) or more years of experience in expense management, accounts payable, corporate card administration, and/or procure-to-pay, required

Three (3) or more years of people leadership experience, preferred

Experience in a multi-entity or multi-location environment, preferred

License/Certification:

N/A

Software:

Experience with Oracle Cloud Fusion Expense, preferred

Advanced Excel and data analysis skills, required

Familiarity with automation and workflow tools, preferred

Language:

N/A

Other Knowledge, Skills, and Abilities:

Strong knowledge of expense reimbursements, card program administration, compliance, and internal controls

Ability to translate policy into effective processes and controls

Excellent communication skills with the ability to influence stakeholders at all levels

Strong analytical and problem-solving skills

Ability to manage multiple priorities and deadlines in a fast-paced environment

Strong attention to detail and accuracy

Ability to work independently and collaboratively

Strong customer service orientation