Senior Manager, Travel And Credit Card Operations

The Senior Manager, Travel and Credit Card Operations leads a team responsible for the day-to-day management of CFA Institute's global travel program and the administration of its corporate credit card program. This role advises on organizational travel and credit card policy updates and ensures a consistent, safe and efficient experience for business travelers and cardholders worldwide. The Senior Manager monitors travel management company and supplier performance, manages the travel budget, maintains travel and card procedures and controls, and uses data and traveler feedback to recommend improvements.

The role partners closely with Procurement, Treasury, Accounts Payable, and internal stakeholders.

The responsibilities of this position include, but are not limited, to the following:

• Manage the day-to-day operation of the global travel program, including the travel management company (TMC), booking platform, and preferred airline and hotel suppliers, within the policies, budget and objectives set by the Senior Director, Finance Operations
• Lead, coach and develop a team of travel and card analysts and coordinators; set objectives, manage performance and plan development using the organization's frameworks, and remain accountable for team output
• Manage the global travel budget within approved parameters, including forecasting, variance analysis and reporting to Finance leadership; escalte material variances and funding decisions
• Own the travel management company (TMC) and preferred-supplier processes, including performance management against SLAs and scorecards; support contract renegotiation and RFP or re-sourcing efforts to transition providers when performance or value no longer meet organizational needs, by preparing requirements, analysis and recommendations and leading the travel workstream, with strategy, sourcing decisions and contract approval resting with the Senior Director, Finance Operations and Procurement
• Administer and maintain the global travel policy in line with industry practice and in consultation with internal stakeholders; recommend policy changes and escape exceptions that fall outside policy
• Work with the data and insights team to produce travel spend and traveler reporting, and use the analysis to identify trends, exceptions, compliance gaps and savings opportunities
• Serve as the operational point of contact for traveler safety, security and travel disruption escalations, working with Security and duty-of-care partners
• Maintain traveler communications, guidance and training, including content on Inside CFA Institute
• Identify shortcomings in travel and card processes, systems and procedures; plan and deliver improvements, including adoption of new booking platform capabilities, with guidance from the Senior Director and project or program managers
• Partner with Procurement, Treasury, Expense Management and Events to align travel, expense and card processes and reduce duplication

• Manage the day-to-day administration of the corporate credit card program, including responding to card application requests from new joiners, uploading new user requests to the card portal, and promptly removing users who have left the organization
• Review and respond to individual card credit limit change requests, which are often travel related and urgent, within established policy; escalte requests outside policy or authority
• Respond to cardholder and stakeholder queries and resolve complex card issues; escalte matters of the highest complexity or consequence
• Maintain card program procedures, documentation and controls, and coordinate with Treasury, which owns the monthly cardholder audit, country credit limits with banks, and provider selection (RFP) and changes
• Support the implementation of card and travel system or process changes and ensure changes are effectively embedded

We offer a comprehensive benefits package to support our employees, including health coverage, generous time off, competitive retirement plans, flexible work options, and wellbeing and development programs. You can learn more on our careers site:

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