Senior T&E Specialist (For independent contractors)

Role Overview

The Senior T&E Specialist is responsible for overseeing, processing, auditing, and optimizing all travel and expense-related activities, including card management and T&E policies compliance, within a global business setting. They ensure accurate and timely processing of expense reports, drive operational improvements, uphold internal controls (including Sox and other controls compliance where applicable), and provide expertise and training on T&E systems and processes.

Key Activities

• Process travel and expense claims, ensuring they comply with corporate policy and regulatory requirements.

• Audit and review expense reports for accuracy, completeness, and policy adherence (manual and system-driven, e.g., using AppZen/Concur).

• Manage corporate travel and expense cards (T&E, P-Card, lodge cards): issuance, reconciliations, resolving user issues, and maintaining up-to-date records of users.

• Handle process and systems-related queries from internal stakeholders; resolve process exceptions and escalations.

• Perform regular reconciliations of card transactions and expense accounts.

• Utilize Concur Intelligence for advanced reporting, including report creation, data verification, automation, and stakeholder distribution.

• Prepare analytical and compliance reports on T&E spend and exceptions.

• Respond to requests for spend and policy exception data within agreed SLAs.

• Identify control deficiencies, support remediation activities, and participate in process redesign projects.

• Collaborate on systems integrations (e.g., Workday-Concur-SAP) and support configuration changes or upgrades.

• Monitor key T&E metrics/KPIs (e.g., timely submissions, policy violations, resolution of aged balances) and drive continuous improvements.

• Deliver training and guidance on T&E tools (e.g., SAP Concur, AppZen) and policies to employees and new team members.

• Own controls and support internal and external audits related to T&E, including SOx compliance activities if relevant.

• Create SOP’s and maintain up-to-date process documentation and ensure clear knowledge transfer for business continuity.

• Based on the data monitor trends, update policies, create announcements, adjust the audit rules to bring efficiency in the process.

• Support ad-hoc projects or process improvement initiatives outside the core T&E remit

• Oversee credit card data feed integrations in Concur, including T&E, P-Card and lodge card programs.

Education & Experience

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field required; advanced degree preferred.

• Proven track record of process automation, policy standardization, and cost optimization in a global environment.

• 5+ years of operational experience in T&E or Procure-to-Pay (P2P), shared services, or corporate finance with a proven track record in expense processing and card management.

• Extensive hands-on experience with Concur Expense, Travel, and Corporate Card programs (T&E, P-Card, Lodge card).

• Experience with expense management systems (e.g., SAP Concur, AppZen) and ERP accounting systems (e.g., SAP S/4HANA).

• Hands-on experience handling process exceptions, automation, and reporting requirements within T&E.

• Audit background or experience with SOx/internal controls preferred.

Knowledge, Skills & Abilities

• Deep understanding of T&E policies, best practices, and regulatory/compliance requirements.

• Strong analytical mindset; able to identify inefficiencies, propose process improvements, and drive change.

• Excellent communication skills (both written and verbal); able to collaborate effectively with cross-functional colleagues and provide clear policy guidance.

• High level of accuracy and attention to detail, especially in report preparation and reconciliation activities.

• Proficiency with MS Office/Google Workspace (especially Excel or Google Sheets).

• Experience drafting and maintaining process documentation/SOPs.

• Ability to work independently, prioritize multiple tasks, and meet deadlines in a fast-paced, multinational environment.

• Experience with training delivery or onboarding new processes/stakeholders is a strong plus.

• LSS Certification is a plus.