The role of Expense Manager within the Americas Regional Expense Management Team requires well-honed skills, good judgment and the ability to work alone as well as alongside a team.
Job Responsibilities:
- The Expense Manager will be focused on all aspects of Expense Management, including but not limited to acting as CIB (Commercial & Investment Bank) Expense Exception Approver, Onshore Facilitation Liaison, reviewing and approving T&Es on behalf of the business and senior managers, answering policy questions, and troubleshooting basic T&E issues.
- The Expense Manager will help focus on the overall CIB Expense Facilitation roll-out and will be aligned to specific lines of business to be the face of the Facilitation model and the first escalation point of contact.
- Provide training and one-on-one sessions for new hires, attend assistant meetings and Line of Business team meetings to provide guidance and expertise on Expense Management related topics.
- Act as an advocate for the business and the assistants while promoting and championing CIB policies and adherence.
- Provide support and guidance to offshore facilitators, being liaison with the assistants/supervisors and managing the successful completion of key milestones.
- This person will be an onshore ‘Subject Matter Expert’ and will be key to ensure partnership, controls and efficiencies for the processing of the expense lines. They will pull from databases and review expense data and metrics to ensure these controls, highlight and avoid potential corporate card delinquency, advise on policy recommendations and highlight any outliers or issues.
- Responsible for identifying and escalating areas of potential risk to Senior Management, Compliance and/or HR as appropriate.
Required Qualifications, Skills and Capabilities:
- College degree with 2-4 plus years business experience (or the equivalent)
- Skills should include strong technology acumen such as use of databases, excel etc.
- Strong interpersonal and communication skills
- Strong attention to detail and organization skills
- Ability to influence others and drive business results
- Ability to build relationships and work closely with all levels of staff, including senior management
- Ability to multi-task and work under pressure
- Ability to deliver on time with a "Right First Time" mentality
- Strong commitment to customer service
- Ability to confront and resolve control issues in a professional manner
- Energy and willingness to learn and own the end to end process
- Leader within role - demonstrates excellence and best practice
- Actively engages and initiates changes to current processes
Preferred Qualifications, Skills and Capabilities:
- The ideal candidate would have 2-5 years of Office Management or Project Management experience or a previous client facing role that required facing off with all levels of management and support teams.
- Excellent Excel skills and previous experience working with offshore and/or regional teams are a plus.