NA Financial Ops Analyst

Chubb•Richmond, IN
•Onsite

About The Position

The NA Financial Operations Analyst is part of North America Financial Operations and the Finance Compliance Team, based at the Richmond, Indiana Operations Center. The role supports the Concur Expense administration group, helping employees in Bermuda, Canada, and the United States with expense reimbursement and participating in Chubb’s global Concur administrator team. The position also performs cross-functional Finance Compliance Team duties, primarily related to unclaimed property.

Requirements

  • Bachelor’s degree or equivalent, with 1–2 years of applicable work experience in a professional environment.
  • Experience resolving basic to moderate internal or external inquiries using independent critical thinking.
  • Strong communication proficiency, including the ability to communicate clearly and appropriately with internal and external stakeholders at varying levels.
  • Ability to work with confidential travel and expense information.

Nice To Haves

  • Experience or interaction with Accounts Payable or general finance.
  • Experience with expense reimbursements, company credit cards, and travel-related expense policies.
  • Database experience with responsibility for overall administration.
  • Experience with process automation tools and AI tools.

Responsibilities

  • Audit expense reports and other requests for compliance with Chubb’s travel and expense policies.
  • Manage shared mailboxes and respond to employee and stakeholder queries.
  • Manage monthly, quarterly, annual, and ad hoc travel and expense reporting.
  • Work with the Reconciliation Team and Accounts Payable to resolve payment and out-of-balance issues.
  • Coordinate with the MyHR team, Treasury IT, Informatica, and other groups on interface and data integrity issues, updates, and testing.
  • Evaluate workflows and identify opportunities for automation and process improvement, using AI and process automation tools.
  • Develop and maintain productive working relationships with vendors and employees.
  • Work with the Supervisor and team to create and maintain standard operating procedures and share relevant information with employees through the company intranet and internal AI assistant.
  • Ensure processes comply with data security, systems security, access policies, and process controls.
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