Travel and Expense Analyst at Pacific Life

Charlotte, North Carolina, United States

Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

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

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

Concur

Expense Auditing

T&E Compliance

FINRA Standards

Customer Service

Audit Rules

Training Development

Pacific Life

Newport Beach, CaliforniaHeadquarters

1868Year Founded

$189.4MTotal Funding

N/ACompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees