T&E Vice President, Corporate Services

Jefferies • New York, NY

4h

About The Position

Jefferies is seeking a motivated and detail-oriented T&E Vice President to support global ownership of the firm’s corporate card program, expense system, and related data/analytics. This role blends strategic sourcing, program governance, operational excellence, and strong customer service to deliver efficient, compliant, and cost-effective card and expense solutions. You will serve as a primary point of contact for employees, internal stakeholders, and suppliers focused on elevating the user experience, driving continuous program improvements, and optimizing operations and spend through data-driven insights.

The ideal candidate is an experienced, independent self-starter with sound judgment, a proactive approach to problem solving, and the ability to partner effectively across internal and external parties including senior leadership in a hybrid work environment.

This position reports to the Head of Travel & Expense.

Requirements

• 5-8 years of experience in professional environment (financial services preferred)
• College degree required
• Strong knowledge of corporate expense and payment programs and related emerging technology
• Experience negotiating vendor contracts and managing service level agreements (SLAs) and program utilization/performance
• Fluent in Microsoft Outlook, Excel, Word, and PowerPoint
• Ability to manage multiple priorities independently with the ability to convey complex concepts to non-financial stakeholders
• High degree of integrity with a strong commitment to confidentiality, compliance, and accuracy
• Proven experience supporting and partnering with executive leadership
• Experience with enterprise-level expense and corporate card management platforms, preferably SAP Concur Expense and American Express corporate card including implementation, integrations, and configuration
• Solutions-oriented approach with sound judgment and strong problem-solving abilities
• Excellent customer service skills
• Strong sourcing, cost management, and financial acumen
• Change management capability and adaptability in a dynamic environment
• Strong analytical and quantitative skills with high attention to detail and accuracy
• Quick learner and self-starter; strong team player able to work independently and meet deadlines
• Excellent written and oral communications skills with polished demeanor; listens carefully and able to synthesize and communicate information appropriately
• Ability to build trusted relationships and work effectively across all levels of the organization and with external parties

Responsibilities

• Administer the global corporate card program including card issuance, maintenance, credit limit management, renewals, and cancellations
• Ensure adherence to policies, internal controls, and regulatory requirements
• Monitor card activity for compliance, accuracy, and potential fraud or misuse, escalating issues as appropriate
• Partner with internal and/or external teams to resolve issues and disputes
• Support integration of new or expanding business units or geographies into the global program
• Act as system owner for expense platforms including configuration, testing, troubleshooting, integrations, and policy enforcement
• Troubleshoot and lead resolution on issues
• Identify or support developments; configure, test, and document system upgrades, enhancements, and new functionality
• Identify opportunities to streamline workflows and improve the employee experience through system optimization
• Ensure day-to-day T&E system workflows and integrations with up- and downstream applications
• Identify and/or support change management requirements to develop, test, document, implement, and communicate changes to relevant parties
• Oversee audit and compliance of expense reports for receipts and policy compliance; ensure workflow and timeliness are monitored and actioned as needed
• Assist with out of policy requests to review, action, track, and influence future behavior for compliance
• Support expense management processes and month-end close activities including accruals, central account payments, reconciliations, audits, documentation
• Lead related risk management initiatives, improvements, and monitoring
• Coordinate capture, analysis, and delivery of accurate and timely reporting
• Review and support automation and digital transformation initiatives
• Monitor and analyze spend, identify trends, and prepare dashboards and reporting for executive leadership
• Drive continuous improvement initiatives to enhance usability, increase efficiency, and optimize program costs and operations
• Review, verify accuracy, coordinate payments or receivables, and track vendor invoices
• Ensure service level agreements (SLAs) and key performance indicators (KPIs) are monitored, upheld, and actioned as necessary
• Develop and deliver training and reference materials to educate employees on related topics
• Ad hoc projects and duties as needed

Benefits

• Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
• Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

What This Job Offers

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