Expense Analyst

Job Description

Job Description

Description:

Position Overview

Review vendor invoices and customer expense reports, assign proper account coding, and ensure timely and accurate payment/reimbursement according to client policies and defined business practices. Work closely with Operations, Account Management and Accounting Departments to ensure internal and external customers receive a high level of support and customer service.

Essential Job Functions

• Audit and assign proper coding to vendor invoices, customer expense reports, and other expense requests for compliance with customer benefits policy.
• Enter payment vouchers accurately into operating software, Movetrack.
• Coordinate with operations team members to document all policy exceptions.
• Escalate inaccuracies, requests for missing information, and payment status requests to appropriate personnel for timely resolution.
• Follow all established conventions for data entry such as proper dates, invoice numbers, descriptions, dollar amounts, currencies, etc.
• Review and respond to weekly expense audits conducted by management.
• Enter and maintain accurate, relevant, and timely expense management notes and document attachments in Movetrack.
• Generate, audit, and distribute client payroll, tax, or accounting reports on predefined schedules.
• Other duties as assigned

Minimum Requirements

• High school diploma or equivalent

Educational, Experience, and Licensing Preferred

• At least two years of experience (or related course work) working with spreadsheets, bookkeeping, or accounting, OR
• 3+ years of experience in relocation industry

Other Qualifications

• Excellent verbal and written communication skills with the ability to develop business correspondence and to present accounting information to stakeholders in an appropriate and effective manner
• Work under minimal direction, be organized, and have the ability to prioritize multiple commitments or projects
• Demonstrated attention to detail, accuracy, and ability to follow data entry/department standards
• Demonstrated ability to think critically and problem solve
• Act with persistence and tact in resolving issues both internally and externally
• Strong customer relations skills that include the ability to work with discretion and integrity
• Demonstrated conflict resolution and negotiation skills
• Understanding of accounting, accounts payable, accounts receivable and/or tax practices for the relocation industry
• Demonstrated ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
• Demonstrate highest level of professionalism in both appearance and behavior
• Proficient in Microsoft Office (Outlook, Word, PowerPoint, and Excel)
• Strong work ethic with off-hours flexibility and able to travel as needed to meetings and training events

Physical Requirements

This position is considered light duty with frequent phone and computer use.