Responsibilities
- Define and execute an expense management strategy aligned with firm growth and operating model
- Establish and enforce consistent firmwide T&E policies, ensuring audit-defensible compliance
- Drive standardization of processes, controls, and reporting across the firm
- Own the end-to-end expense lifecycle, including submission, audit, approval workflows, reimbursement, and financial integration
- Lead expense tool management, including configuration, process design, and continuous optimization
- Operate within the Travel function, collaborating with Meetings and Corporate Card teams to ensure seamless integration from pre-spend through post-spend processes
- Oversee vendor relationships supporting expense operations, including performance management, service delivery, and alignment with firmwide objectives
- Develop and maintain T&E policy aligned with regulatory requirements and firm objectives
- Oversee audit program, including automated controls, exception handling, and compliance monitoring
- Lead escalation management and ensure consistent firmwide enforcement
- Deliver actionable insights on travel and expense spend, trends, and savings opportunities
- Develop dashboards and reporting to support leadership decision-making, budget oversight, and cost management
- Leverage data to enhance policy effectiveness and identify areas for improved controls or efficiency
- Lead and develop a high-performing expense team across U.S. and offshore operations, audit, and analytics
Requirements
- Bachelor’s degree in finance, business, or a related field required
- 8+ years of relevant experience travel & expense, finance operations, or a related field
- Experience leading and developing teams across expense operations and analytics, including U.S. and offshore resources
- Experience in implementing and managing T&E systems, automation tools, and reporting platforms (e.g., Emburse, SAP Concur)
- Strong understanding of corporate card programs, expense compliance, and audit best practices
- Advanced analytical skills with the ability to translate data into actionable business insights
- Ability to drive alignment across business units, supported by strong stakeholder management and executive communication skills
- Experience managing vendor relationships, including performance oversight, and service delivery
- Strong organizational skills including critical thinking and problem-solving skills, as well as attention to detail and multi-tasking skills.
Core Competencies
Demonstrates expertise in expense management strategy, T&E policy development, and compliance oversight, while leveraging advanced analytical skills to drive insights and optimize processes. Proven ability to lead teams and manage vendor relationships effectively within a corporate environment.
Tools & Technologies
- Emburse
- SAP Concur