Travel & Expense Specialist I

Florida Gulf Coast University•Lexington, MA

About The Position

The Travel & Expense Specialist I provides entry level support for travel operations within Procurement & Payment Services. This role is responsible for completing and reviewing travel and business expense transactions. Key responsibilities include the meticulous review and approval of business travel authorizations and expense reports, ensuring full compliance with State of Florida regulations as well as university policies and procedures. The Travel and Procurement Specialist I is essential in maintaining the integrity and accuracy of the university’s travel and expense management processes. FGCU is building a culture of curiosity, commitment and collaboration. We value employees who successfully work with others and drive positive change through critical thinking and decisive action. If you thrive in an environment of innovation, accountability and mutual respect, you will find a good home here.

Requirements

High school diploma
Four years of full-time experience directly related to the job functions.
Experience operating a personal computer and proficient with Microsoft Office (Word, Excel, Outlook).
Any appropriate combination of relevant education, experience, and/or certifications may be considered.

Nice To Haves

Accounting experience in a higher education setting.
Experience with Workday.
Knowledge of generally accepted accounting principles and practices.
Knowledge of general office procedures.
Knowledge of or ability to learn Workday or similar enterprise financial management software application.
Strong interpersonal, verbal, and written communication skills.
Excellent organizational skills and the ability to prioritize and complete simultaneous projects.
Skill in completing assignments accurately and with attention to detail.
Ability to interact in a professional manner with staff, faculty, students, and the community in a service-oriented environment.
Ability to work successfully as both a member of a team and independently with minimal supervision.
Ability to take initiative to plan, organize, coordinate and perform work in various situations when numerous and competing demands are involved.
Ability to use effective decision making and problem solving techniques.
Ability to interpret and apply laws, regulations, policies and procedures consistently.

Responsibilities

Conducts thorough reviews of travel spend authorizations to ensure strict adherence to established policies, procedures, and business processes.
Reviews and audits travel expense reports to verify the accuracy of documentation and ensure compliance with established policies and procedures.
Conducts detailed monitoring and review of open travel spend authorizations to ensure that all associated expense reports are completed accurately and submitted within the designated timeframes to maintain compliance with organizational standards and deadlines.
Reviews draft expense reports to evaluate if the criteria is met for closure or cancellation.
Contacts submitter if additional information or clarification is required to ensure all necessary adjustments are made before finalizing the report.
Processes and prints checks, ensuring accuracy and compliance, and effectively communicating with relevant departments upon completion.
Follows up on returned checks to resolve any issues promptly.
Serves as back up for new supplier onboarding requests.
Responds to customers with questions or problems related to travel policies and procedures.
Performs other job-related duties as assigned.