Travel & Expense Analyst

LPL Financial•Charlotte, NC

About The Position

The Travel & Expense Analyst supports the administration, compliance, and day-to-day operation of LPL Financial’s corporate travel and expense program. Working closely with the Travel & Expense Manager, the analyst monitors travel and expense activity, supports SAP Concur administration, ensures policy compliance, analyzes spend data, assists with audits, and provides customer support to employees and stakeholders. The position is an operational resource for maintaining an efficient, compliant, and employee-focused program.

Requirements

2–4 years of experience supporting corporate travel, expense management, accounts payable, finance operations, or a related function.
Familiarity with travel policies, expense reporting, internal controls, and audit processes.
Experience working with financial systems and reporting tools.
Customer service orientation and ability to support employees at all levels of the organization.
Strong organizational, detail-oriented, and problem-solving skills.
Ability to interpret data and identify trends.
Strong written and verbal communication skills.
Ability to manage multiple priorities in a fast-paced environment.
Proficiency in Microsoft Excel, reporting tools, and business applications.
Professionalism, discretion, and accountability.

Nice To Haves

Experience working with SAP Concur Travel & Expense.
Experience in financial services, banking, insurance, or another regulated environment.
SAP Concur Travel & Expense certification or advanced user experience.
Experience supporting travel policy audits and compliance programs.
Familiarity with ERP systems, Accounts Payable processes, and expense reimbursement workflows.
Exposure to travel vendor management, duty-of-care programs, or travel risk management platforms.

Responsibilities

Administer and maintain the SAP Concur Travel & Expense platform, including user setup, profile maintenance, and workflow support.
Review travel and expense transactions for compliance with company policies and internal controls.
Assist employees with travel booking, expense submission, reimbursement inquiries, and system-related issues.
Monitor expense report queues and ensure timely processing and resolution of exceptions.
Support policy enforcement through audit reviews, exception tracking, and escalation of non-compliant activity.
Maintain travel and expense documentation, procedures, and knowledge-base content.
Audit transactions for policy violations, duplicate expenses, and potential control issues.
Prepare reports and supporting documentation for internal and external audits.
Support remediation related to audit findings and policy compliance initiatives.
Ensure expense records and supporting documentation meet company retention and compliance requirements.
Prepare recurring and ad hoc reports on spend, policy compliance, vendor utilization, and key performance indicators.
Analyze spending trends and identify opportunities for compliance improvements and cost savings.
Support data validation and reconciliation between Concur, Accounts Payable, and financial systems.
Assist the Travel & Expense Manager with business reviews, vendor analyses, and program performance reporting.
Serve as a primary point of contact for employee travel and expense questions.
Coordinate with travel management company partners and other travel vendors to resolve employee issues.
Partner with Finance, Accounts Payable, HR, Procurement, Compliance, and IT on process improvements and operational support.
Assist with vendor performance tracking and service-level reporting.
Support the development and delivery of training materials and user communications.
Assist with system testing, enhancements, policy updates, and process improvement initiatives.
Identify opportunities to improve user experience, compliance, and operational efficiency.