Expense Report Analyst

Forte•Lenexa, KS

About The Position

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

Concur Expense Processing & Administration
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.
Corporate Credit Card Program Management
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.
Employee Support & Compliance
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.
Expense Audit & Reporting
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.
Travel Program Administration
Ensure all new employees are registered with corporate airline, hotel, and car rental business rewards programs.
Support travel program compliance and troubleshooting when needed.
Payroll Support
Support payroll processing during peak periods, system outages, or staff absences by performing assigned operational tasks.