Vista previa de la oferta
Commercial & Investment Bank - Expense Management Associate
mid · Corporate Finance
Help teams stay focused on clients by making expense processes smoother, faster, and well-controlled. You’ll be the go-to partner for travel and expense guidance, exception approvals, and facilitation—delivering great service while reducing risk.
As an Expense Management Associate in the Americas regional expense management team, you will support day-to-day expense activities for aligned business teams, with an emphasis on travel and expense oversight, policy guidance, facilitation execution, and controls.
Job responsibilities
- Serve as a primary point of contact for expense management guidance, approvals, and issue resolution for aligned business teams
- Act as the expense exception approver and manage exception workflows in line with policy and control requirements
- Partner with offshore facilitators as the onshore liaison to execute the expense facilitation model and deliver key milestones
- Coach stakeholders and peers to unblock workflows and improve “right first time” outcomes
- Deliver training and one-on-one support for new hires and ongoing education for administrative and stakeholder teams; attend relevant meetings as the expense subject matter expert
- Monitor expense data, metrics, and controls to identify trends, outliers, and potential issues (including corporate card delinquency risk)
- Drive continuous improvement, including automation and AI-enabled enhancements that improve efficiency, quality, and controls
Required qualifications, capabilities, and skills
- Bachelor’s degree with 3+ years of relevant experience (or equivalent experience) in operations, office management, project coordination/management, or a client-facing role supporting senior stakeholders
- Strong customer service orientation, sound judgment, and ability to handle sensitive matters professionally
- Excellent organization, attention to detail, and ability to manage multiple priorities under time pressure
- Strong written and verbal communication skills; ability to build relationships across levels and functions
- Demonstrated ability to influence outcomes, manage workflow challenges, and deliver on time with a “right first time” mindset
- Comfort operating independently while also contributing as part of a broader team
- Strong technology skills, including working with databases and Excel (or equivalent analysis tools)
Preferred qualifications, capabilities, and skills
- Experience partnering with offshore and/or regional teams
- Background in travel and expense operations, facilitation models, and/or control-focused operational roles
- Experience identifying and implementing process improvements
- Exposure to automation and/or AI-enabled enhancements (including small-scale prototypes)