Financial Analyst

Qualifications:
We are looking for a skilled Finance Analyst or Business Operations Associate. You will be responsible for managing the end-to-end travel reimbursement processing project focused on accuracy, compliance, and timely payments. Support project coordination efforts by tracking travel reimbursement workflows, maintaining accurate database records with time-based milestones, and ensuring timely communication between stakeholders. This project should strengthen financial controls, improve record accuracy, and provide leadership with clear visibility into reimbursement trends over time.

Essential Skills and Qualifications:
• Bachelor’s degree in Accounting, Finance or Business Administration, or 3-5 years equivalent administrative or business support experience and equivalent combination of related higher education and experience.
• Familiarity with cost centers and accounting principles. Comfort with reviewing financial figures and reconciling expenses.
• Experience with expense management tools like Workday, etc.
• Ability to analyze and summarize reimbursement data using Excel (pivot tables, v-lookups, etc).
• Excellent verbal and written communication skills: Ability to explain policies clearly and diplomatically manage non-compliance.
• Problem-Solving Skills: Investigate and resolve discrepancies or policy issues.
• Strong time management and organization skills: Manage a high volume of expense reports and reimbursements, deadlines, and documentation.
• Handle sensitive employee financial data.
• Excellent judgment and ability to prioritize workload.
• Meticulous attention to detail and strong proofreading skills: Catch errors and inconsistencies.
• Proficient in MS Office suite, principally Excel or similar expense reporting tools, Teams, SharePoint, Workday, Zoom, WebEx; and PowerPI a plus.
• Bonus Skills: Experience with global reimbursements and understanding of currency conversion.

Responsibilities:
• Process, review and track a high-volume of expense reports and reimbursement requests.
• Validate submitted expense reports for accuracy and completeness.
• Ensure receipts and supporting documentation are attached.
• Check expenses against travel and expense (T&E) policies.
• Manage and enter data into expense management systems (e.g., SharePoint Online).
• Track budgets, payments and reimbursements due.
• Maintain accurate records of all processed and pending reimbursements.
• Generate reports on travel spending trends or employee behavior.
• Communicate with employees to resolve discrepancies or missing documentation.
• May assist in making travel arrangements, as needed.
• May assist and support the Director of Business Operations and staff by performing a wide variety of special and on-going projects, including report preparation, data input and analysis.
• May assist with office activities, i.e., mail, pantry, conference room maintenance, etc.
• Ability to work in a team environment, where workflow is subject to changing priorities.
• Other ad-hoc administrative and business support duties as required.
• Project-focused activities:
o Coordinate end-to-end processing of travel reimbursement requests as part of a project-based initiative.
o Maintain a date-driven tracking database to monitor submission, approval, and payment milestones.
o Collaborate with cross-functional stakeholders to resolve issues and keep reimbursements on schedule.
o Prepare progress reports and timelines to support project oversight and decision-making.
o Review, verify, and process travel expense submission, ensure alignment with organizational policies and required documentation.
o Design and maintain a centralized database to track reimbursement requests, payment status, and approval timelines, using date-based records to monitor processing cycles and identify bottlenecks.
o Produce regular reports summarizing reimbursement activity by date, traveler, and expense type, supporting transparency, audit readiness, and improving turnaround time.