AVP, Expense Management

Our client, a world-class alternative asset manager, is seeking an AVP, Expense Management to join their team. Reporting directly to the Managing Director, this role will be involved in the day-to-day expense operations, developing staff and leading process improvements across travel & entertainment (T&E) and invoice allocation workflows.

• Leads day-to-day T&E and invoice allocation operations, ensuring accuracy, timeliness, and policy compliance, and serves as escalation point for exceptions
• Track and report on expense status (approvals, aging, bottlenecks) and fields invoice-related inquiries with technical guidance
• Manage and develop junior staff, setting priorities and ensuring coverage of critical processes
• Act as key POC and trainer for employees on T&E allocation, approvals, and process expectations
• Own expense system administration, troubleshoot and drive process improvement projects to reduce cycle times and enhance user experience
• Ensure invoice costs are properly allocated across the firm's funds
• Oversee allocation governance for select services and identify, escalate, and resolve operational risks

• 5+ years in finance, accounting, or expense operations, ideally with exposure to asset management or financial services
• 2+ years in a lead, supervisor or management role
• Hands-on expertise with expense systems (i.e. Concur)
• Advanced Excel skills, including pivot tables, vlookups, and reconciliation support