T&E Processor Position

Location: Westchester CountyJob reference #: KF 5/18


Position Overview: 

Support the review process and global day to day operations of the Shared Services Expense team while the Manager is on leave.


Primary Responsibilities:

  • Maintain cardholder details in the expense system
  • Comprehensive review of expense report submissions on a daily basis for content and completeness, ensuring compliance with firm policy and IRS guidelines
  • Process vendor and employee payments
  • Escalate issues appropriately to resolve issues
  • Provide business user guidance for expense report processing
  • Assist users in troubleshooting issues
  • Monitor expense department inbox and respond to questions and inquiries
  • Send monthly reminders of expense report submission deadlines
  • Prepare expense trend and ad-hoc reports as needed
  • Assume additional responsibilities as needed



  • Ability to work well under pressure, multitask and meet monthly deadlines
  • Excellent customer service acumen
  • Attention to detail and accuracy
  • Outstanding organizational skills
  • Effective oral & written communications
  • Advanced Excel skills


  • Industry: Finance
  • Entry Level