Expense Report Analyst

FORTÉ • Lenexa, KS

7d

About The Position

At FORTÉ, every role plays a part in reimagining how the modern workplace works. Whether you're on the front lines with customers or behind the scenes making things run, your work helps people connect, collaborate, and get things done. From classrooms to control centers, we design and deliver the systems that power smarter, more connected workplaces – and it all starts with the people who make them possible. FORTÉ (formerly AVI Systems) is a 100% employee-owned company with 50+ years of experience and a bold new identity.
The Expense Report Analyst reports directly to the Payroll Manager and serves as the subject matter expert (SME) for the organization’s SAP Concur travel, corporate card, and expense reporting functions. This role is responsible for advanced system administration, audit oversight, p‑card program management, and end‑to‑end employee support.
The analyst partners closely with corporate leaders, branch managers, HR, and Accounting to ensure timely expense processing, compliance with company policy, and a seamless employee experience. This is a senior‑level position that requires strong analytical abilities, deep system knowledge, and the capability to manage sensitive financial processes with accuracy and independence.

Requirements

• 2–4 years of experience in travel & expense management, accounts payable, payroll, or financial operations.
• Demonstrated expertise in SAP Concur, including system configuration, auditing, and corporate card integration.
• Strong knowledge of corporate p‑card programs and expense compliance requirements.
• Excellent analytical ability, attention to detail, and organizational skills.
• Ability to communicate professionally with employees at all levels, including senior management.

Responsibilities

• Process, audit, and approve employee expense reports in Concur with a high level of accuracy and policy compliance.
• Set up new employees in Concur, ensuring correct workflow assignment, policy application, and p‑card eligibility.
• Manage system configurations related to users, expense types, workflows, and audit rules as needed.
• Coordinate with managers to confirm p‑card needs for new hires and initiate card requests with the issuing bank.
• Manage p‑card agreement documentation, including generating, tracking, and escalating unsigned agreements.
• Send welcome emails to employees receiving new p‑cards, including instructions and policy guidance.
• Increase employee p‑card limits “on the fly” per managerial request and policy approval.
• Promptly deactivate p‑cards following employee terminations and work with managers to verify that all expenses have been fully submitted.
• Provide expert-level support for employees and managers with Concur, p‑card questions, errors, and policy interpretation.
• Work with corporate managers and branches to resolve pending or final expenses for terminated employees.
• Code checks and money orders received for personal expense reimbursements.
• Communicate with employees and branches regarding outstanding personal expenses identified by FORTE.
• Send notifications to branches regarding overdue or unsubmitted expenses.
• Review Declined Transactions Report daily to identify issues, fraud indicators, or unprocessed items.
• Review Purchasing Detail Report weekly to ensure compliance with spending guidelines.
• Perform ad-hoc reporting for Finance, Payroll, or leadership teams.
• Ensure all new employees are registered with corporate airline, hotel, and car rental business rewards programs.
• Support travel program compliance and troubleshooting when needed.
• Support payroll processing during peak periods, system outages, or staff absences by performing assigned operational tasks.

Benefits

• Healthcare, vision & dental coverage to keep you and your family well
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) for more control over your healthcare dollars
• Employer-paid life and disability insurance for added peace of mind
• 401(k) with company match to invest in your future
• Employee Stock Ownership Plan (ESOP) so you benefit directly from our shared success
• Tuition reimbursement and ongoing learning opportunities to support your growth
• Employer-paid employee assistance program to care for your physical, mental, and financial health
• Paid time off that helps you truly disconnect

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees