Expense Management Specialist (Hybrid)

Morgan Stanley • Montreal, QC

44d • Hybrid

About The Position

We’re seeking someone to join our team as an Expense Management Specialist to manage the expense process (reviews and approvals) for the ISG business division and support the wider expense operation. This role is crucial in ensuring that all expense reports are processed in compliance with company and regulatory policies. The candidate will be based in Montreal, Canada, and report to the ISG Expense Lead based in New York, United States.
In the Corporate Services division, we empower our businesses by creating collaborative workplace solutions and commercial services that enhance the employee and client experience, while optimizing the value of our sourcing and third-party lifecycle to enable the Firm to do‒and‒win business. This is an Associate position within Travel and Meetings Management, which specializes in the Firm’s travel and meetings management activities. We may work with outside travel-related companies and agents, such as airlines, hotels, travel agents, and car rental agencies.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Interested in joining a team that’s eager to create, innovate and make an impact on the world? Read on…
At Morgan Stanley Montreal, we support the Firm’s global businesses and infrastructure with cutting edge technology and innovation. The multi-faceted and highly technical Montreal team plays a critical role in building and maintaining our leading technology platform, including electronic trading, algorithm trading, data analytics, cloud engineering, cybersecurity and digital technologies. Morgan Stanley has been rooted in the Montreal community since 2008 and is considered a leading employer among the area’s highly skilled technology talent.
All our positions are located in Montreal, Quebec. We offer a hybrid work environment, combining remote work and attendance in the office.

Requirements

• At least 4 years of experience in Expense Reimbursement required, with a bachelor’s degree preferably in Accounting or Finance.
• Knowledgeable of industry standards, firm policy guidelines for financial institutions like Morgan Stanley.
• Familiar with the employee expense reimbursement process, including expense platforms such as Concur.
• Strong software skills in the use of Microsoft products (i.e., Excel, PowerPoint).
• Ability to collaborate with remote teams across the globe.
• Knowledge of French and English is required.

Nice To Haves

• Experience with AI integrated expense tools will be a bonus.

Responsibilities

• Familiar with the Concur Expense tool and the respective expense reimbursement workflows.
• Perform daily operation of the expense reimbursement processes for the ISG business division (~162k expense reports/ year), ensuring team SLAs and standard operating procedures are met.
• Familiar with regional/divisional policy and exception handling, adhering to the firm’s compliance standards and best practices while providing support and guidance to employees throughout the end-to-end expense process.
• Promptly address ad-hoc inquiries related to expense policy, Concur features, expense report submission, or expense report errors.
• Identify errors and policy violations to ensure operational health of the expense reimbursement operations through routing, reviewing, and auditing of the expense reports.
• Collaborate with the ISG Expense Lead on long-term strategy plans and continuously evolve and provide value to employees regarding the expense experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees