FP&A Senior Associate, Opex
FalconXSalary not specified
Full Time
Senior (5 to 8 years)
Not SpecifiedCompensation
Entry Level & New Grad, Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
HVAC, Shared ServicesIndustries
Requirements
- Ability to ensure operational accuracy in processing expense reports and card transactions in full compliance with policy
- Proficiency in providing timely and professional employee support on expense submission, policy interpretation, and system usage
- Expertise in validating expense claims against documentation, policy, and approval hierarchy for compliance and controls
- Skill in operating digital tools and platforms (e.g., Microsoft D365 F&O, expense management systems) for high-volume processing, automation, and scalability
- Capability to maintain complete, standardized, and retrievable documentation for audit readiness
Responsibilities
- Review and process employee expense reports for accuracy, proper coding, receipt attachment, and policy compliance
- Verify approval routing and ensure adherence to T&E limits and business justification standards
- Process reimbursements within defined SLAs and confirm GL posting accuracy in Microsoft D365 F&O or expense management platforms
- Identify and resolve exceptions such as duplicate expenses, missing receipts, or unapproved submissions
- Reconcile monthly card statements and ensure all transactions are matched to approved expense reports
- Monitor unsubmitted or delinquent card transactions and follow up with cardholders to ensure timely resolution
- Support card issuance, limit adjustments, and closure requests in coordination with the card issuer and Treasury
- Track and document misuse or non-compliance cases for escalation to the Supervisor
- Serve as the first point of contact for employees regarding T&E policies, system navigation, and card program questions
- Provide guidance on expense submission best practices and policy interpretations
- Respond to helpdesk or case management tickets within SLA
- Escalate complex inquiries to the Supervisor or relevant departments (HR, Payroll, Tax)
- Maintain daily and monthly logs of processed expense reports, exceptions, and reimbursement cycles
- Assist with reconciliation between card system data, expense reports, and D365 GL postings
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the location for this Expense Program Specialist role?
The position is located in Irving, TX.
What are the main responsibilities of this role?
The role involves reviewing and processing employee expense reports for accuracy and compliance, verifying approvals, processing reimbursements, resolving exceptions, reconciling corporate card statements, and providing employee support.
What skills or experience are needed for this position?
Key skills include attention to operational accuracy, compliance validation, service delivery to employees, proficiency with digital tools like Microsoft D365 F&O, and handling high-volume processing.
What is the company culture like at Meriton?
Meriton fosters a team environment that values big ideas, great work, building meaningful careers, operational consistency, and employee support as the company scales rapidly.
What makes a strong candidate for this Expense Program Specialist role?
Strong candidates demonstrate precision in expense validation and compliance, experience with financial systems like Microsoft D365 F&O, ability to provide professional employee support, and skills in high-volume processing and audit readiness.
Merit
Software solutions for government programs
About Merit
Merits.com offers software solutions for large-scale government programs, focusing on public sector needs such as state service agencies and emergency response teams. Their platform connects systems, manages workflows, and provides analytics, ensuring quick deployment and high security through Snowflake Data Cloud. In emergencies, they assist first responders, while also helping employment agencies connect job-seekers with opportunities and state agencies streamline services. The goal is to enhance the efficiency of government programs, ensuring compliance with regulations and supporting economic growth.
Sunnyvale, CaliforniaHeadquarters
2016Year Founded
$76.4MTotal Funding
SERIES_BCompany Stage
Data & Analytics, Government & Public Sector, Enterprise Software, DefenseIndustries
51-200Employees