Head of Expense/Expense Management

• A growing finance function within an insurance and retirement solutions organization, based in a newly expanded Charlotte office
• A team working across reinsurance, life insurance, and annuities, offering broader exposure than a traditional public accounting seat
• A flatter, less siloed structure than larger public accounting environments, where accountants work across a wider range of areas instead of one narrow lane
• An organization actively building out its Charlotte presence and finance headcount as the office grows

WHAT THEY OFFER YOU

• Visibility with finance leadership in a growing office, not buried in a large, established team
• Room to shape process and structure as the office continues to build out, rather than stepping into something already fully set
• A path to build a differentiated, harder to replicate skill set that carries real long term career value

WHAT YOU WILL DO

• Lead enterprise-wide expense management strategies, optimizing spending controls, policies, and processes to improve financial performance.
• Direct the management of employee expenses, corporate cards, travel, and expense reporting while ensuring policy compliance and financial accountability.
• Develop and implement cost-reduction initiatives that identify savings opportunities and improve operational efficiency across the organization.
• Partner with Finance, Procurement, HR, and business leaders to analyze spending trends, establish budgets, and drive data-informed decisions.
• Oversee expense management systems, reporting, audits, and internal controls while ensuring accurate, timely, and compliant financial reporting.

THE BACKGROUND THAT FITS

• Bachelor’s degree in Finance, Accounting Business or related field
• 6–9 years of experience in T&E, Corporate Card management
• Experience managing programs and working with shared service teams
• Solid understanding of controls, compliance, and audit requirements
• Strong analytical, communication, and stakeholder management skills