Overview:
The role of Financial Analyst - Travel & Expense is responsible for supporting the company's card, fleet and travel programs. This role involves managing corporate credit card operations, providing training and support for users, maintaining compliance with policies, and generating reports. The analyst will support the budgeting and payment functions of the group and will provide business case support for new projects and vendors.
This is a hybrid role onsite 3x a week in our Milford, MA office.
Responsibilities:
Global Card Program Management
* Analyze delinquency data using a variety of sources. Resulting analysis is to be used to effectively manage the program and deliver meaningful and actionable metrics to leadership. Identifies ways to improve existing processes.
* Act as a direct point of contact for issue resolution, technical support, reporting needs, and escalations from all levels of the business. Confidence and professionalism to exhibit excellence in interactions with both executive and general employees as well as suppliers thereby building productive relationships with both internal and external partners.
* Manage and resolve employee corporate card delinquencies
* Subject matter expert in the area of corporate cards. Able to provide training and support to cardholders with the result of delivering a compliant program that provides employees with optimal card payment solution
Travel, Expense & Fleet Program Budgeting & Analysis
* Integral participant of the annual fleet budgeting process. Providing key analysis and projections to ensure the program can be delivered within agreed financial parameters while also working in Ariba to ensure ongoing billing is in line with projections and contracts are uploaded.
* Generate and deliver scheduled and ad hoc reports related to the Corporate Card program and Expense Management System data.
* Evaluates key identifiable factors to assist in the analysis of data, assisting in delivering meaningful metrics to leadership
Qualifications:
Education
* Bachelor's degree in accounting (preferred), Finance, Business, or a related field.
* Relevant certifications such as CFA or CBA are a plus
Experience
* 4+ years' experience in a relevant field, experience as a financial analyst preferred
* Advanced knowledge of Concur, Ariba, SAP, Commercial credit card portal reporting & Fleet management systems
Skills
* Analysis: Strong analytical skills, excellent customer service, proficiency in Microsoft Office (especially Excel), and expense management systems (e.g., Concur).
* Subject Matter Expert: Expertise in the areas of corporate card programs and corporate fleet, familiarity with key vendors and approaches and able to bring an analysis based approach to both compliance & cost reduction initiatives
* Accounting: Knowledge and practical experience with basic accounting principles, ability to produce business case financial support documents, perform multiyear card reconciliations and support annual budgeting process for fleet
* Business Partnership: Ability to develop and maintain relationships globally within the company as well as with external business partners. Works closely with external groups to establish requirements and provide data and reporting to support
* Analysis: Ability to perform complex problem solving utilizing superior analytical and reconciliation skills
* Problem-Solving: Strong problem-solving skills to address and resolve issues effectively.
* Communication: Excellent verbal and written communication skills. Confidence to communicate effectively with senior management & ability to deliver high quality training in a group environment.
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