Demo

Travel & Expense Lead

Plaid
Charleston, WV Full Time
POSTED ON 12/9/2025
AVAILABLE BEFORE 2/9/2026
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.The Accounting team's mission is to ensure accurate financial reporting, maintain strong cash flow management, and support the company’s growth with scalable and efficient processes. We focus on optimizing AP processes through automation and data-driven decision-making to enhance accuracy, The AP and T&E team manages company payments by processing vendor invoices (Accounts Payable) and employee travel and business expenses (Travel & Expense). They ensure accuracy, compliance with company policy, and timely disbursement.ResponsibilitiesMaintain and enforce T&E policies in line with regional regulations and tax requirementsManage flight and hotel programs; support contract negotiations with procurement and EAsOversee corporate card program — issue cards, monitor spend, and handle disputesReview and process employee expenses for accuracy and policy complianceAct as T&E point of contact; monitor  communication channelsProvide employee support on travel and expense proceduresContinuously improve processes and adapt platform based on feedback and business needsCollaborate with business and finance teams on budgeting, fund allocation, and program rolloutReceive and review invoices; validate against contracts, terms, and vendor profilesAssist with International and US  payment runs and maintain direct communication with vendorsResolve invoice discrepancies and respond to payment-related inquiriesWork cross-functionally with Procurement and FP&A for coding and data accuracyReconcile key AP accounts for close activities and maintain recordsIdentify process efficiencies; document workflows to support scalable AP operationsQualifications3-5 years of experience working in the accounting function1-4 years of experience managing T&E and AP in a high growth tech company, with a strong understanding of scalable processes, compliance, and cross-functional collaborationBachelor’s degree in accounting or related field, preferredExcellent analytical and problem-solving abilitiesProven ability to work independently while collaborating effectively within a teamExceptional attention to detail and a high level of accuracyHigh proficiency in Microsoft Excel and/or Google SheetsExperience with Brex, NetSuite, Bill.com, Ironclad, preferredStrong understanding of travel and expense policies, processes, and compliance requirements, preferredExperience communicating finance requirements clearly to non-finance stakeholders, preferredThe target base salary for this position ranges from $90,288/year to $117,936/year. The target base salary will vary based on the job's location. Our geographic zones are as follows:Zone 1 - New York City and San Francisco Bay Area Zone 2 - Los Angeles, Seattle, Washington D.C.Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San DiegoZone 4 - Raleigh-Durham and all other US citiesThe base salary range listed for this full-time position excludes commission (if applicable), equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills, experience, and relevant education or training.Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.Please review our Candidate Privacy Notice here.

Salary : $90,290 - $117,940

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