Accounts Payable Expense Specialist

Meriton•Irving, TX

10d

About The Position

Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you’re looking to make an impact, we’re glad you’re here. At Meriton, you’ll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. Expense Program Specialist Reports To: Expense Program Supervisor Department: Shared Services Center (SSC) – Accounts Payable Location : Irving, TX FLSA Status : Non-Exempt Role Summary Team: Employee Expense Programs Team Scope: U.S. operations; responsible for expense report validation, employee reimbursement processing, card reconciliation, and user support The Expense Program Specialist executes the day-to-day administration of Meriton’s Travel & Expense (T&E) and Corporate Card programs, ensuring every report and transaction is processed accurately, on time, and in compliance with company policy. This role provides direct operational and service support to employees across all business units, validating expense submissions, resolving exceptions, and maintaining audit-ready documentation. As Meriton scales rapidly, the Specialist ensures operational consistency and control in a high-volume, technology-enabled environment, helping the company scale reimbursement and card programs without sacrificing compliance or user experience. Shared Services & Scale Priorities Operational Accuracy: Ensure expense reports and card transactions are processed correctly and in full compliance with policy. Service Delivery: Provide timely and professional support to employees regarding expense submission, policy interpretation, and system usage. Compliance & Controls: Validate every expense claim against documentation, policy, and approval hierarchy. Automation & Scalability: Operate with precision in digital tools and platforms to support high-volume processing. Audit Readiness: Maintain complete, standardized, and retrievable evidence for all reimbursements and card transactions.

Requirements

Associate or Bachelor’s degree in Accounting, Finance, or Business preferred.
2–4 years of experience in Accounts Payable, Expense Management, or Shared Services environments.
Familiarity with expense platforms (Concur, D365 Expense, SAP, or equivalent).
Strong understanding of expense and card policy compliance requirements.
Excellent attention to detail, organization, and communication skills.
Comfortable working in a fast-paced, deadline-driven environment.
Proficiency in Excel; Power BI exposure preferred.

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.
Prepare audit samples, documentation, and evidence for internal or external reviews.
Support Power BI data entry and validation for compliance metrics and SLA dashboards.
Identify recurring errors or employee training needs; propose updates to policy FAQs or self-service tools.
Participate in system testing (UAT) and change management initiatives for expense platform enhancements.
Document process improvements and update work instructions or SOPs as required.
Ensure reimbursement postings align with invoice and payment workflows.
Support card funding, payment cycles, and bank reconciliation activities.
Coordinate validation of card vendor data or exceptions tied to GL coding.
Align on employee status updates and reimbursement processing timelines.
Provide feedback on system usability, automation enhancements, and dashboard accuracy.