Finance - Analyst, Travel and Expense

Analyst, Travel & Expense (T&E)

Job Summary:

The Travel & Expense (T&E) Analyst is responsible for administering the company's travel and expense program, ensuring timely processing, policy compliance, and an efficient employee experience. This role monitors the expense reporting system (Concur), the corporate card program, and processes/audits expense reports while identifying opportunities for cost controls and process improvement. The T&E Analyst partners closely with Accounting, Treasury, Compliance and colleagues across the organization. This role will also have exposure to Treasury function for the organization with cross training opportunities.

Duties/Responsibilities:

• Review, audit, and process colleague expense reports for accuracy and policy compliance, ensuring timely reimbursement

• Enforce company travel and expense policies and escalate non-compliance as needed

• Act primary contact for internal correspondence concerning Corporate Card and Concur issues.

• Administer corporate card program, including card issuance, limits, and cancellations

• Monitor card transactions and ensure timely reconciliation

• Investigate and resolve discrepancies or unauthorized charges

• Monitor and maintain expense reporting system (e.g., SAP Concur)

• Configure user access, approval hierarchy workflows, and assigning corporate cards to colleagues within Concur

• Train employees on expense submission processes and policy guidelines, and provide ongoing support and guidance regarding allowable expenses and documentation requirements

• Track and report on T&E spend trends and key metrics

• Identify cost-saving opportunities and policy improvements

• Support management reporting and audit requests

• Partner with Accounting to ensure proper expense coding and accruals

• Assist with month-end close processes related to expenses and corporate cards

• Reconcile T&E-related accounts as needed

• Identify opportunities to streamline T&E processes and improve user experience

• Recommend and implement policy or system enhancements

• Support continuous improvement initiatives within finance operations

Required Skills/Abilities:

• Familiarity with expense policies, compliance, and internal controls

• Ability to interpret and apply company travel and expense policies consistently

• Adaptability and willingness to learn new systems, policies, and technologies

• Strong attention to detail and organizational skills

• Strong communication and customer service skills

• Proficient in Microsoft Office Suite, including Excel, Word, and Outlook

Minimum Qualifications:

• Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience)

• 1-3 years of experience in expense processing, accounts payable, or related function

• Experience managing corporate card programs preferred

• Experience with expense management systems (e.g., SAP Concur preferred) preferred

• Experience in a mid-size or multi-entity organization preferred

• Familiarity with ERP systems (e.g., SAP, NetSuite) preferred

• Embodies and serves as a role model of ArchWell Health's Values:

• Be compassionate

• Strive for excellence

• Earn trust

• Show respect

• Stay resilient

• Always do the right thing

About ArchWell Health:

At ArchWell Health, we're creating a community of caring designed to help our members stay healthy and engaged. By focusing on a strong provider-patient relationship, routine wellness, and staying active, our members enjoy a higher level of care and better quality of life after the age of 60. Everything we do is for seniors. We believe seniors should be heard, listened to, and given ample time by their physicians to live well later in life.

Our value-based care model is designed to prevent illnesses while keeping members healthy and happy in every aspect of their life. We deliver best-in-class primary care at comfortable, accessible neighborhood centers where older adults can feel at home and become part of a vibrant, wellness-focused community. We're passionate about caring for older adults and united by the belief that caring has the power to change everything for our members.

ArchWell Health is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to their race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected classification.