Expense Analyst

CBX Solutions Recruiting Team • Winston-Salem, NC

10d • Hybrid

About The Position

The Expense Analyst will manage the company's credit card (p-card) program and travel and expense (T&E) process, reporting to the Assistant Controller. This role owns Concur system administration, audits T&E and p-card expenses for policy compliance, and partners with Accounting on reconciliation, reporting, and month-end close support. The ideal candidate is detail-oriented, process-driven, and comfortable working directly with cardholders across the organization.

Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred; equivalent combination of education and experience considered.
• Minimum of 2 years of experience in expense management, accounts payable, or accounting, including experience with a corporate card program and/or expense management system such as Concur.
• Strong knowledge of T&E and p-card policy administration and internal controls.
• Proficiency with Concur or similar expense management and travel platforms.
• Strong attention to detail and analytical skills, with the ability to identify compliance exceptions and spending trends.
• Excellent communication and customer service skills, with the ability to train and support cardholders across the organization.
• Ability to manage multiple priorities and deadlines, particularly around month-end close.
• High degree of integrity and discretion when handling financial and cardholder data.

Responsibilities

• Administer the company p-card program, including card issuance, maintenance, cancellations, spending limits, and cardholder support.
• Serve as the primary liaison with the card issuer for disputes, chargebacks, fraud monitoring, rebates, fees, and program administration.
• Monitor card activity for policy compliance, fraud, and misuse, escalating concerns as appropriate.
• Support Amazon Business platform administration and reconciliation.
• Serve as the system administrator for Concur, managing users, roles, permissions, workflows, organizational hierarchies, and employee data.
• Configure and maintain expense types, policies, spending limits, audit rules, and other system settings.
• Monitor and troubleshoot Dayforce-Concur integrations, partnering with IT and vendors to resolve issues.
• Maintain system reports, data extracts, and dashboards for Finance, HR, Payroll, and business leaders.
• Coordinate with SAP Concur support and external vendors to resolve escalated issues.
• Support Concur implementation and integration activities for newly acquired entities.
• Audit expense reports and p-card transactions for compliance with company policies.
• Review and validate general ledger coding, receipts, approvals, and supporting documentation.
• Follow up on delinquent, unreconciled, or non-compliant transactions.
• Reconcile monthly card activity to the general ledger and support month-end and quarter-end close activities, including expense accruals.
• Partner with Payroll to process approved expense reimbursements and maintain earnings codes related to Concur expense types.
• Prepare and analyze spending reports by cardholder, department, division, and expense category.
• Develop and maintain KPIs, dashboard and reporting related to compliance, cycle time, outstanding transactions and program performance.
• Track and report card program rebates, spending trends, and cost-saving opportunities.
• Maintain travel, expense, and p-card policies, procedures, and documentation.
• Develop training materials and provide ongoing education to employees and cardholders.
• Serve as the primary point of contact for employees and stakeholder questions related to Concur, expenses, and card programs.
• Support continuous process improvements, acquisitions, and special projects.
• Perform other duties as assigned.

Benefits

• Health, dental, vision, prescription coverage, life insurance, and 401(k) with company match.
• Generous paid time off for rest, family, and self-care.
• Continuous learning, mentorship, and leadership training including access to CBX University, our in-house development program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level