Travel & Expense Manager

The Company:

NorthMark Strategies is a leading investment firm, combining capital, innovation, and engineering to drive long-term value. From operating complex businesses to backing breakthrough technologies, our mission is to build enduring businesses. Our team combines intelligent risk-taking, operational excellence, exceptional talent, and world-class computing capacity to create shareholder value.

Our company offers a dynamic environment where individuals have the freedom to lead companies toward bold achievements by embracing innovation, leveraging technology, and fostering differentiated business strategies. Our values are Integrity, Ability, and Energy, and the company aims to hire individuals who possess those qualities.

At NorthMark Strategies, we believe the future isn’t something to hope for, it’s something to build. We don’t just invest, we create. Bringing together strategic insight and technical horsepower to deliver outcomes that endure.

The Position:

The Manager, Travel & Expense (T&E) Operations is responsible for the end-to-end operational management of global travel and expense reporting activities. This role ensures timely, accurate, and compliant expense processing; provides operational leadership for expense systems and corporate card programs; and delivers clear reporting and analytics to support accounting, compliance, and business insight needs.

The Manager serves as the primary operational authority for T&E execution, coordinating across internal teams, offshore resources, and system platforms to maintain consistent, well-controlled operations at scale.

Key Responsibilities

T&E Operations Ownership

• Own daily execution of global travel and expense reporting operations across entities and geographies.
• Serve as the primary point of contact for T&E operational inquiries, escalations, and issue resolution.
• Ensure expense reports are processed timely, accurately, and in accordance with company policies and procedures.

Expense Systems Administration (Concur & Navan)

• Provide hands-on operational ownership of Concur Expense, including end-user support, issue resolution, and workflow administration.
• Support day-to-day operations related to Navan, where applicable, in coordination with Finance, Accounting, and IT.
• Ensure system data integrity to support accounting, reporting, and audit requirements.
• Partner with IT and vendors to resolve system issues impacting operational execution.

Policy Execution & Compliance

• Enforce established travel and expense policies through consistent review of submissions and exception handling.
• Manage approvals, escalations, and documentation related to out-of-policy expenses.
• Partner with Accounting, Tax, and Internal Audit to support compliance, audit readiness, and internal controls.

Corporate Card & Reconciliation Oversight

• Oversee corporate card program operations, including cardholder support and transaction management.
• Ensure accurate and timely reconciliation of corporate card activity to expense reports.
• Support resolution of reimbursement and reconciliation issues impacting close or financial reporting.

Offshore / Shared Services Leadership

• Lead and coordinate offshore or shared services teams supporting T&E processing activities.
• Set priorities, provide guidance, and monitor performance to ensure service-level expectations are met.
• Drive consistency in execution and issue resolution across onshore and offshore teams.

Reporting, Analytics & Operational Insight

• Develop and deliver operational reporting and analytics related to expense volumes, processing timeliness, and policy compliance.
• Provide actionable insights to Accounting and Finance leadership to support decision-making.
• Identify trends, recurring issues, and opportunities for operational improvement through data analysis.
• Support month-end close activities by ensuring completeness and accuracy of T&E-related data.

Cross-Functional Collaboration

• Partner with Accounting, Finance, HR, Payroll, Legal, Tax, Procurement, and IT to resolve operational issues.
• Support consistent application of T&E processes and controls across business units.

Qualifications

Required

• 10 years of experience in Travel & Expense, Procure-to-Pay, or operational accounting roles.
• Deep hands-on experience supporting T&E operations in Concur.
• Strong understanding of expense policy enforcement, reimbursement processing, and internal controls.
• Demonstrated experience leading or coordinating offshore or shared services teams.
• Proven ability to manage complex, high-volume operational processes with accuracy and discipline.
• Strong analytical skills with experience producing operational reports and insights for leadership.

Preferred

• Experience working in multi-entity and/or global organizations.
• Navan experience (expense, travel, or related platforms).
• Corporate card program oversight experience.
• Familiarity with SOX, audit, and compliance requirements related to employee expenses.

Success Measures

• Accurate, timely, and compliant expense processing.
• Clear operational visibility through effective reporting and analytics.
• Strong audit outcomes and sustained policy compliance.
• Stable, scalable T&E operations that support the organization’s financial and operational objectives.