Travel and Expense Analyst at Pacific Life

Charlotte, North Carolina, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Bachelor’s degree or 5+ years’ experience in the Travel Industry or Banking preferred
Strong understanding of Travel and Expense best practices and supporting systems, preferably SAP Concur
Proven experience in accounts payable and Travel & Entertainment processing
Excellent organizational and time/project management skills
Experience with FINRA (Financial Industry Regulatory Authority) requirements and regulations
Demonstrated experience with general ledger account reconciliations, including month-end closing processes and a solid understanding of accounting principles
Strong communication skills, both verbal and written
Ability to multi-task and a willingness to learn new skills
Proficiency with Excel for developing account reconciliations and PeopleSoft experience
Team-oriented individual with strong analytical abilities and keen attention to detail
What makes you stand out
Experience with internal expense auditing/processing and banking functions
Knowledge of SAP Concur expense/travel system, Excel, PeopleSoft
Self-starter, motivated, able to conduct tasks with minimum supervision
Must be detail oriented, have the ability to prioritize work following timelines, adhering to policy and apply internal performance standards

Responsibilities

Serve as the main point of contact for all employee Travel & Expense and Concur system-related inquiries
Audit expense reports for accuracy, completeness, and adherence to company policies, providing excellent customer service and discreetly escalating issues to Upper Management
Monitor employee T&E reports to ensure compliance with FINRA standards
Maintain timely and appropriate communication with all levels of the company’s management
Assist in the development and monitoring of audit rules and procedures in compliance with company policy
Update and sustain training on expense reporting policies, standards, tutorials, and system enhancements
Maintain professional and technical knowledge by attending educational workshops, formal training, and reviewing professional publications, as well as establishing and expanding professional networks and relationships
Perform ad-hoc project requests and additional duties as assigned
Log and track expense report errors through MS TEAMS, preparing data for quarterly reports
Aid in treasury functions including knowledge of PeopleSoft, check deposits, check processing and wire approval

Skills

Key technologies and capabilities for this role

ConcurExpense AuditingT&E ComplianceFINRA StandardsCustomer ServiceAudit RulesTraining Development

Questions & Answers

Common questions about this position

What is the location for this Travel and Expense Analyst position?

The position is based in Charlotte, NC.

What experience or education is required for this role?

A Bachelor’s degree or 5+ years’ experience in the Travel Industry or Banking is preferred, along with proven experience in accounts payable and Travel & Entertainment processing.

What salary or compensation does this position offer?

This information is not specified in the job description.

What is the team structure for this role?

The role sits on a team of 7 people in the Corporate division, including colleagues such as AVP, Assistant Treasurer, Treasury Manager, Supervisor-Treasury Services, and fellow treasury/travel professionals.

What skills make a strong candidate for this Travel and Expense Analyst position?

Strong candidates will have a strong understanding of Travel and Expense best practices and supporting systems like SAP Concur, excellent organizational and time/project management skills, and experience with FINRA requirements.

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Paid Vacation

Paid Parental Leave

Adoption Assistance

401(k) Retirement Plan

401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.

Potential financial exposure from significant real estate investments.

Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.

Recognized as a top community-minded company, enhancing brand reputation and trust.

Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.

Enhanced annuity products offer flexibility and growth, increasing product attractiveness.

Strong real estate financing position opens more sector opportunities.

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