Expense Compliance Analyst

Job Description

We are seeking a highly detail-oriented, policy-driven finance professional to join the Corporate FP&A team. This role will be primarily responsible for reviewing expense reports before approval, ensuring expenses are reasonable, properly documented, aligned to Company policy, and supported by a clear business purpose. The ideal candidate will bring prior experience reviewing employee expense reports, a deep understanding of travel and business expense policies, strong judgment, and the confidence to investigate exceptions and professionally question employees or approvers when additional clarification is needed.

• Review expense reports prior to approval, ensuring compliance with Company travel, business expense, reimbursement, approval, and documentation policies.
• Validate that expenses are reasonable, business-related, properly categorized, within applicable thresholds, and supported by itemized receipts.
• Identify policy exceptions, missing documentation, duplicate charges, personal or non‑reimbursable items, incorrect cost centers, and requiring pre‑approval or escalation.
• Investigate unusual or unclear expense activity by reviewing supporting materials, Concur details, policy requirements, and relevant approval documentation.
• Professionally question employees when clarification, correction, or additional documentation is required.
• Partner with Travel & Expense, Accounts Payable, Accounting, Legal, Ethics & Compliance, and business teams to resolve exceptions and ensure consistent policy interpretation.
• Maintain accurate records of review outcomes, exceptions, follow‑ups, and escalations to support audit readiness and internal control compliance.
• Develop a practical understanding of recurring expense patterns and proactively recommend process improvements, training needs, or policy clarifications.
• Support month‑end and quarter‑end activities by helping ensure expense activity is processed accurately, timely, and in accordance with financial reporting requirements.
• Handle confidential and sensitive information with discretion, professionalism, and sound judgment.

REQUIRED:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 8+ years of experience in finance operations, expense report review, accounts payable, internal audit, compliance, accounting, or corporate finance.
• Prior hands‑on experience reviewing employee expense reports, preferably in Concur or a similar travel and expense management platform.
• Strong working knowledge of corporate travel and business expense policies, approval workflows, documentation requirements, and reimbursement controls.
• Exceptional attention to detail and ability to identify inconsistencies, missing support, policy violations, and unusual expense patterns.
• Strong professional judgment and ability to apply policy consistently while recognizing when escalation or additional guidance is appropriate.
• Excellent written and verbal communication skills, including the ability to ask questions, request clarification, and challenge submissions in a respectful and professional manner.
• High degree of integrity, discretion, and comfort handling sensitive information.
• Ability to manage multiple expense reports, follow‑ups, and time‑sensitive requests in a fast‑paced corporate environment.
• Proficiency with Microsoft Excel, Outlook, Teams, SharePoint, Copilot or other AI‑tools and expense reporting systems.

PREFERRED:

• Experience supporting executive‑level expense review, senior leadership organizations, or highly confidential finance processes.
• Background in a public company, global technology company, or similarly complex multinational environment.
• Familiarity with internal controls, audit support, SOX environments, delegation of authority policies, and corporate approval requirements.
• Ability to balance service orientation with firm policy enforcement and clear escalation of exceptions.
• Comfort operating independently, documenting conclusions, and making recommendations based on policy requirements and business context.
• Process improvement mindset with the ability to identify recurring issues and…