Job responsibilities
- Focus is primarily on the Expense Management responsibilities of reviewing & creating the expenses as per Firm-wide expense policies and procedures in conjunction with CIB Expense Process & Exception Procedures.
- Manage Travel & Entertainment expense claims for employees through the firm's expense management infrastructure (Concur/Yonyou) in accordance with expense policies and procedures.
- Identify and highlight unusual or questionable transactions via the right channels to strengthen the control framework and ensure policy compliance.
- Ensure timely resolution of issues and risks through effective escalation management, maintaining open lines of communication with all stakeholders.
- Proactively take on additional responsibilities, demonstrating a strong commitment to the growth and success of the organization.
- Collaborate with global counterparts to share best practices, identify areas of synergy, and drive global initiatives.
- Continuously evaluate and suggest process improvement ideas to optimize efficiency and effectiveness across the organization.
- Participate in projects and initiatives as needed, contributing to the overall success of the business.
- Act as a subject matter expert and provide guidance and mentorship to the team, fostering an environment of continuous learning and professional growth.
Required qualifications, capabilities, and skills:
- Strong communication skills , both verbal and written – ability to articulate clearly, logically and concisely, including handling of challenging conversations with regards to policy and procedures.
- Ability to review data efficiently in compliance with the policy and procedures with data and with an appreciation of the importance of process and a robust control framework.
- Technical Proficiency across MS Office with advanced excel / data management
- Strong sense of client service and responsiveness coupled with judgment to show urgency when immediate follow up/ escalation is required.
- Self-starter , work independently whilst also operating effectively in a team based environment.
- Capable of multi-tasking and managing a demanding workload.
- Analyze and problem solve.
Preferred qualifications, capabilities, and skills:
- Bachelor’s degree (or equivalent experience)
- Demonstrated ability to work as team player, and to develop alternative solutions to complex problems
- Detail oriented with strong organizational skills; ability to manage multiple tasks simultaneously and prioritize work efforts.
Comprehensive training will be provided on the Business Support Management responsibilities, infrastructure and policies. On an ongoing basis, a flexible and adaptable approach to the role will be required as the operations hub is established and built-out.