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
Accounts Payable
Expense Report Processing
Travel & Expense Management
Corporate Card Reconciliation
Compliance Validation
Policy Enforcement
Employee Support
Audit Documentation
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